Hello, We currently have a commission structure to incentivize our Visitor Services staff to sell memberships at the desk. Currently, we have each staff member record their own sales. I would like to make the process a little more automated for our Finance office. I wondered if there is a query that anyone has built that…
I am wondering how people record donations that come in through a third party from employee giving / payroll deduction programs from local companies. We have: * the employee (sometimes we know the name and sometimes not) * the employer (sometimes makes a matching donation but often not) * the agency (Benevity or Your Cause…
Hello-- It seems like many posts asking for scanner recommendations are from quite a few years ago, so I was wondering if people had some more up-to-date answers! I need ticket scanners (compatible with Altru) to be used for event admissions. Most tickets will be scanned on a phone, but some paper. Our check-in desk will…
Hi all, I am looking for a way to track Annual Fund gift volatility. It would be great to automatically generate a report on how a set of individual's gifts this year compared to last year. Any ideas would be helpful!
Hi all, I am wondering if Blackbaud has any sort of geofencing or a trusted computer / IP address list so that people cannot access their Altru accounts outside of our museum. Any thoughts or feedback would be greatly appreciated!
Hello, I would like to batch upload into Documents and Interactions. Does anyone know if this is possible and if so, which Batch Template to use? We would like to upload personal interactions - in this case, it is personal notes on communications, but in the future, it could be phone calls or emails sent. Thanks, Tamara
Has anyone discovered a work-around to create “unlock codes” to limit ticket purchases to specific non-member groups? Within a program, we'd have one or two events that are restricted to Corporate sponsors (without individual memberships), so purchasing tickets would require a code. The functionality is similar to a…
Hello, I am wondering if anyone else who uses Tableau to consume Altru ODATA endpoints has experienced this issue: * Tableau fails to extract data from an Altru Blackbaud location, failing with the following error: This error seems to affect Tableau Cloud (Tableau Online), Tableau Desktop 2023.2 and Tableau Bridge 2023.2.…
When doing so it pulls in the foundation/giving fund and the actual donor that initiated the gift. How do I avoid this?
I am having trouble fine tuning my query and export for our renewal donor pledge forms. I need the following information for the merge document: * Constituent ID * Branch Affiliation * Name * Preferred First Name * Organization Contact Name (if applicable) * Contact Phone Number (if applicable) * Address * Email * Phone…
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