Is there a way to change the default method from check in back office. When entering a membership payment it defaults to check and if you accidentally hit enter at anytime prior to changing the payment method it will go through as a check. Hoping to default to credit card so that at least it will error if there is no card…
Hello! Is anyone aware of any benchmarks around conversion of one off givers to regular givers? e.g. X% of one off givers convert to RG over an X month period. Any advice or points would be really appreciated. Thank you :)
Last month, Blackbaud hosted our Product Update Briefings that showcased recent innovations and previewed future plans, including many features and functionality sourced from community member ideas. We’d love to hear about what you learned, what you are most excited about, or any other feedback you have below! ? Bonus – by…
We have a number of programs that run weekly or monthly that are included with general admission. There is no sign up or additional fee required for the program. I would love to find a way to track attendance numbers for these programs in Altru. Most of the time, the person running the program would have to estimate ….…
When setting up a direct debit for pledges, what does "prenotify" mean under EFT Status?
It would be great if Altru allowed organizations to schedule program events more than 365 days out.
SAY (www.say.org) is looking for credit card readers to borrow for our upcoming Gala on May 22. We only use these once or twice a year, and we would need 10+. Is there anyone who can lend us theirs for the 22nd? Please contact me directly at eniko@say.org or here. Thank you!!! Best, Eniko Horvath
I am struggling to create acknowledgements that allow me to account for gifts (inc. pledge, rec gift, donation) and/or memberships from back office and sales orders. My goal is to have acknowledgements for memberships that also include an added donation, if there is one. The gifts acknowledgements will be divided by the…
Hello! I'm reaching out to see who attended and if anyone has any thoughts about any of the new roll-outs. I'm looking forward to being able to attach an appeal to an online gift. I'm a little confused about the SKY APIs and how they will integrate them with Altru. - Tamara
Hi, I'm wondering if anyone has experience with the “Giving to My Organization” Fields in Constituent Queries. They appear to be First, Last, Largest and Cumulative Giving fields in altru/research point, but they don't appear to synchronize with the giving data on constituent records. Does this all really need to be added…
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