Social Good Software
How to Discount a Single Program Event (Not the Whole Program) in Altru
Say your planetarium show runs every afternoon, and you want 20% off just the Tuesday 4:00 showing to fill seats. Or a lecture series where one night has a guest speaker who agreed to a reduced rate. The discount belongs to one event on the calendar, not to every occurrence of the program. In Altru,
How to Batch Invoice Altru Group Sales Reservations With a Balance Due
It’s the first of the month, and the group sales coordinator has forty school and tour reservations on the books. Some paid a deposit, some paid nothing, a few paid in full. Finance wants every one that still owes money to get an invoice this week. Opening each reservation and printing one at a time
How to Report Attendance in Altru: Totals, Averages, and Definitions
“How many people came through the gate last year?” sounds like the easiest question a board member can ask. In Altru it often takes a day to answer. The data isn’t missing. The problem is that “attendance” means three or four different things in Altru, and each one is stored in a different place. Before
How to Retire Attribute Categories and Code Table Values in Altru
Every Altru database builds up attributes nobody uses anymore: a “2019 Gala Table Captain” category, a volunteer interest list from a program that ended, a survey field someone added for one mailing. They still show up in the attribute picker on constituent records. Staff keep scrolling past them, and every so often someone picks one
How Altru Duplicate Matching Works (and Why No-Address Records Slip By)
Here’s a common way it happens. A guest buys a ticket online with just a name and email. Two months later the same person joins as a member at the front desk, and staff enter a new record because nothing came up in the search. Run a duplicate check later and those two records still
How to Handle Billing Address Fields on Free Altru Web Forms
Say you’re running a free family day, a members-only preview with no charge, or a zero-dollar volunteer orientation. You build the registration on an Altru web form, test it, and there it is: a billing address block asking people for a street, city, and ZIP to “pay” nothing. Some visitors fill it in, some type
How to See Membership Status for Program Registrants in Altru
Take a Saturday family workshop with twenty registrants. Some of them got the member price, some paid full price, and one paid full price but swears she renewed last month. The educator running the session has a printed roster with names and ticket counts on it. It doesn’t say who is a member. Membership status
How to Apply Discounts to Resource Charges in Altru Group Sales
A school group books a field trip with a classroom rental and a lunch package. The teacher asks whether the Title I discount you advertise covers the room fee too. You go to apply it in Altru and find the discount lands on the admission tickets but leaves the resource charge at full price. That
How to Alert Staff with Notes in Altru Advance Sales and Group Sales
A school group’s coordinator asked for a wheelchair-accessible lunch space. A donor has asked never to be charged the convenience fee. A caller has two returned checks and should only pay by card. Someone on your team knows each of these things. The question is whether the person taking the next phone order or editing
How to Show Registrant Names on Altru Receipts (and What to Do Instead)
A parent signs up three kids for a week of summer camp. The receipt that comes out of Altru lists the event, the price type, a quantity of three, and a total. What it usually doesn’t say is which three children are registered. Two weeks later the parent calls to check that the right kids
