Taking It to the Next Level
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Have you ever wondered if you’re using Altru to its full capacity? Are you wondering if you’re completing tasks in the most efficient manner? Speaking from experience, I know it’s relatively impossible to know everything about every area of Altru, but maybe there are tools you haven’t looked at since you went live—and you’ve always wondered about them.
I’m right there with you! Some questions remained in my head after my initial round of learning. How do you split recognition between a corporate donor and the constituent who brought in the gift? How do you split a gift between two designations? What happens if a constituent gets a divorce? Can you add matching giving information to an organization record?
If you have some of these same questions, Blackbaud University’s new class Altru: Mastering Record Management is for you! In this 3-hour instructor-led class, you’ll learn all about those updates and changes you make to constituent and fundraising revenue records, such as splitting recognition and separating spouse records.
You’ll also learn about Batch, a helpful tool for those times when you must make one-off changes to multiple records or need to enter a bunch of new records quickly.
Interested? Great! Because you’ll learn more about how you can take advantage of organizations matching employee donations—by adding matching gift conditions under the Organization area of the Organization info tab. (Did I give away a nugget of wisdom included in the class? Darn! You still need more insights, though!)
And if you’re also wondering … yes, this class is included with your Learn More training subscription! Not a Learn More subscriber? Chat with us now to find out how you can become one!
I’m right there with you! Some questions remained in my head after my initial round of learning. How do you split recognition between a corporate donor and the constituent who brought in the gift? How do you split a gift between two designations? What happens if a constituent gets a divorce? Can you add matching giving information to an organization record?
If you have some of these same questions, Blackbaud University’s new class Altru: Mastering Record Management is for you! In this 3-hour instructor-led class, you’ll learn all about those updates and changes you make to constituent and fundraising revenue records, such as splitting recognition and separating spouse records.
You’ll also learn about Batch, a helpful tool for those times when you must make one-off changes to multiple records or need to enter a bunch of new records quickly.
Interested? Great! Because you’ll learn more about how you can take advantage of organizations matching employee donations—by adding matching gift conditions under the Organization area of the Organization info tab. (Did I give away a nugget of wisdom included in the class? Darn! You still need more insights, though!)
And if you’re also wondering … yes, this class is included with your Learn More training subscription! Not a Learn More subscriber? Chat with us now to find out how you can become one!
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ARCHIVED | Blackbaud Altru® Tips and Tricks
04/16/2019 7:30am EDT
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