Hello all ? Could anyone share their criteria for who they add to RE? My initial thoughts are: ADD TO RE IF * They donate directly or buy event tickets directly * They raise funds or volunteer for us IF we have a full name and valid contact details * They are staff at our org * They are on one of our committees * They…
Just connected the Blackbaud for Outlook functionality and have the proper connections in our Microsoft Outlook for Mac so that I can see the pop out panel on the side for the constituent. While that part is handy, it is not working to record an action or to copy the contents of the email that is sent. I can get it to…
Hello everyone. One of the benefits of working for our museum is a free Family Membership. I was wondering if you guys use your General Membership Program to give free memberships of if you created a new membership program and level for employees only.
Has anyone noticed that Web Forms accepts non-Roman characters for data entry online? If so, have you found a way to have it only accept Roman characters?
Can anyone share best practices for entering transactions from our Data Entry Overlap period (transactions in the time period after we submitted our data for conversion and before Go Live)? Should we be using Daily Sales or Advanced Sales to record the transactions? Or is there another way to enter the large number of…
Good morning! Our User Experience Research Intern is running a research project this summer to understand how fundraising programs operate at diverse types of nonprofit organizations. She will have sessions open for the next several weeks (end of June through mid-July or so). If you're interested in participating, please…
My organization has a ticketed event where there are general admission tickets and VIP tickets. The event planners are inquiring about the database' s ability to ‘upgrade’ a ticket from GA to VIP at the door. I know there is no direct way to do an upgrade like this, but I'm wondering if any users have found a work around…
Hi, I'm wondering if others have found a good way to import clean logistical data back into Altru. For example, I am looking to batch clean duplicate location names with slight variations (from too many cooks in the kitchen) that are linked to events, etc. I can do this in Python but there doesn't seem to be a very easy…
Hi there, How is everyone dealing with free guest tickets for members? We have different membership levels that allow a variable number of guests to come in with members for free. Right now in Daily Sales, if a member is scanned in, there is no limit to the amount of free guests they can bring in. The entire order is…
Does anyone know of a way that an auto message can be sent to the gift recipient? We have auto acknowledgments set up in altru for purchasers but trying to figure out a way that the recipients can get notified without having such a manual process. Something that's evergreen that can be set up.
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