Hi all, I'm in the process of tidying up our acknowledgement process (and catching up after the recent exit of a colleague), and we have a template that pulls membership transaction information. Our memberships are set up with expiration dates that are the last day of the same month, but a year out (so a membership…
Hi there! When I receive a donation from a DAF or Foundation we apply the payment on that organization's record and then I sometimes soft-credit an individual who is responsible for the donation. I've noticed when I do this that the soft-credit shows on recognition history tab of the individual and the household records,…
I am importing a large of amount of notes to a number constituents and its saying I need a notepad ID to complete the import. Can I just use any number or ID?
Hi all, I am seeking advice on how other organizations use Memberships to track their Board Members. We recently transitioned from using Attributes to Memberships for tracking history. However, we have encountered an issue where the Primary donor is not the board member, but their spouse is. Ideally, we would prefer the…
Is there a limit to how far past a program date we can sell tickets online? I thought as long as the online on-sale period was extended out a web link should be available? I'm trying to provide a web link for a program that occurred a little less than a month ago. I've extended the Online on-sale period for 43,800 minutes…
Does anyone mind sharing tips for effective tracking of steps and interactions of constituents in a Prospect Plan (to see the entire portfolio of constituents and their most recent step and pending future steps)? Does anyone use external Report Writers that work with Altru to add more robust reporting needs?
Right now my museum is set up to print the merchant copy and customer copy at the admissions desk. We are trying to get away from the merchant copy. The customer's printed receipt acts as their ticket (and will also be useful if they need a refund/apply their order to membership). Has any organizations successfully moved…
Hello! We are trying to do a membership drive for the holidays. The idea is a member purchases a membership and then can get a gift one for someone else at half price. I am trying to figure out the best way to do this and thought I would see if anyone else has tried to do this and what option they came up with. Thanks!
Is there a way to set up preregistered programs where the constituent records automatically get lumped as a household if entered together? I'm trying to clean up our database and am seeing a lot of 70+% matches where this is the issue.
We are in the last stages of implementing a kit check out system for our members. Is there a way in Altru or BBMS to place authorization holds on a card or store card information to charge for damage or kits not returned?
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