I am working on LYBUNTs for my director and my predecessor made a great query for this task. I would love to just use it and update it, but on my latest export, we noticed that some members of households were included that probably shouldn't be (their spouse or other member of the household did give this year). What…
Hello, Has anyone developed a workaround for accepting group sales payments online? I am thinking I could create a daily sales program and a fund dedicated to rentals and have our events people send the link to their clients. When we receive a payment, we can then do a non-fiscal refund and sale on the reservation. It's a…
I'm finding when using a merge field when building an email on Online Express, it's causing the layout of the email to show up differently on a mobile. Without a merge field, the layout is responsive and text is a readable size on a mobile phone. When I sue a merge field, eg “Dear (first name)”, it causes the layout of the…
Is there anyone who has converted from RE to Altru who would be willing to hop on a call with me to tell me about the experience?
We are having issues with when to record a gift as an individual donor or an institutional gift. Do you have rules to determine which the gift should be recorded as. For instance, Family Foundation and Foundation. If it is from a Family Foundation would you record this as an individual gift or an institutional funder/gift.…
I'm set up to receive alerts when we sell a membership online. Is there a way to set up alerts for when a membership is sold online? I send out personalized welcome emails and would love to get an alert each time one is sold in daily sales instead of having to filter through reports.
Hello all - Hoping someone can help. We just had an event for our school, and we used an inquiry form as registration. Now, I would like to get a simple report of all the data on that inquiry form. I have tried the canned Inquiry report and the inquiry detail report, but those do not export into a useable format in excel.…
I have an unresolved order that the customer did online. It states that “- An error occurred while building an item in the cart. To complete the order, edit the item and enter any missing information. If you are unable to edit the item, remove it from the cart and re-create it.” the person filled it out online and the…
Can you add tickets back into inventory after you have refunded the sale and chose No?
Hi Everyone, I don't see much chatter here about Online Giving forms. We finally figured it out yesterday. When I was setting it up, I could map Venmo and Paypal payments but they are not showing up as check-out options. Does anyone know if they work with Altru Online Giving and if it is worth the time to research how to…
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