New in Altru 4.3: Manually Mark Gifts Acknowledged

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These are my favorite type of blog posts to write.  It’s a case of “you asked and we listened”.

One of the top ideas in Altru User Community is for the ability to manually mark a gift as acknowledged. Maybe you, or someone of your staff, personally thanked a donor for their gift via a one-off letter or by a personal phone call,  and you don’t want to include their donation the next time you run the Acknowledgement Process. Before Altru 4.3, there wasn’t a way to do this. Their letter would be included in the process and you’d need to remove it prior to stuffing and stamping envelopes.

Great news, in the latest Altru release you can now manually mark gifts as acknowledged without generating an acknowledgement letter in the Acknowledgement process.

Here’s how. On the payment record in the Tasks section, you’ll see a new task to ‘Mark acknowledged’. Use this when you acknowledge a gift outside of Altru. Once you manually mark a gift as acknowledged, the Status changes to Acknowledged and on the Letters tab you’ll see a revenue letter labeled ‘Manual Acknowledgement’.  The gift will now not be included in your Acknowledgement Process. Check out our how-to video for more detail.
manualacknowledgement

One note, you cannot manually acknowledge sales orders. Additionally, if you manually acknowledge a pledge, the associated payments are not included and must be acknowledged separately.

Please let us know if you have any comments.  Feel free to add a comment here or on the Community.

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