Coming in the Next Altru Release

Published
Get ready.  Get set.  New Altru features are coming to a browser near you!

We've been hard at work since the Altru 2.95 release (November 2012), building new tools that can save you time and add flexibility to the way you manage your NPO (and we fixed a few bugs too).



I check the Altru Community regularly and know refunds and adjustments to group sales reservations have been chart-toppers for quite some time. We laid the groundwork for improving both by introducing the concept of unearned revenue in group sales in the November release. Building on that, in this release you’ll have the ability to make refunds to reservations with unearned revenue. In other words, you’ll be able to make adjustments before check-in and reconcile over payments after check-in. I’m betting this is putting smiles on more than a few faces! There’s still more work to be done (spoiler alert: in a few months you’ll be able to make adjustments to reservations after a group is checked in.), but we hope you like the progress we’re making.

We’ve overhauled the group sales reservation page. It’s significantly easier to navigate, make changes to records, and take action on important tasks. This will make it easier to complete reservations and see a snapshot of each sale once it’s complete. Along those same lines, we’re delivering a new Group Sales Revenue Report that consolidates information about outstanding balances and refunds, visitors, and order totals for upcoming reservations. Based on Discovery feedback we've received from the Community, this new report should be an invaluable tool for your program staff.

Also, we all know duplicate record management can be frustrating and time consuming. In a previous release we implemented an algorithm for catching and preventing duplicates entered through the back office. With Altru 2.96 we've extended this same functionality to web forms, including program registration, donation, and membership pages; the payment form; and new user registration pages. If Altru detects a high-confidence match for constituents entered through any of these pages they’ll automatically be merged into the existing record.

You can find more details about all the features coming soon in Altru 2.96 on our new Release Site or in the New Features Guide. We’d love to hear your feedback on this release and encourage you to let us know what other features you’d like to see in future releases. It’s easy to do both if you join the conversation on the Altru Community and let your voice be heard!

Be sure to sign up for our 2.96 new feature training as well. Each class is only 30 minutes of training with 30 minutes of Q&A. You only need to sign up for one class to learn all about the new features coming your way!

Monday, Feb 11 - 2 pm ET- Register Here

Wednesday, Feb 13 - 2 pm ET - Register Here

Wednesday, Feb 20 - 2 pm ET - Register Here

 

 

 

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