Hello - I am trying to recreate the Cost of Sales field on the Merchandise Sales Report in an ad-hoc query. I have built a query off the Sales Order source view. Does anyone know which field I need to pull over to get the cost of sales? I have tried the retail price and current unit cost and neither are adding up to what…
Hi, I'm wondering if anyone else has had issues this year where the bbms disbursement report numbers do not match what is in Altru. We've had it happen on several occasions where our Altru numbers were higher that what we actually rec'd in our BBMS deposits. It never seems to be one payment that we can trace it to so it is…
Hi All! Curious if any Altru users have transitioned to or integrated with Wordfly? I'd love to connect with other users about your experience. Thanks!
We are struggling with Xtrulink not sending the install email when a member renews after several years of not having a membership. Members who received an original install email back when we implemented it in Feb 2023 do not get a new install email when they renew even if they haven't had a membership / digital card since…
Hello, Does anyone have a recommendation for a plastic membership card printer that is compatible with Altru? Although we are moving to digital cards for our regular membership program, we still need to print cards for our library pass program. Thank you! Laura
Is anyone else getting complaints from constituents on the process for registering and paying online? If you have a solution you can share, it would be helpful. Main issues: long process, forgetting passwords, having to fill out form multiple times before it goes through Any help would be appreciated!
My deputy director has given the directive to increase auto renewing members. She had heard from some source that the industry standard for automatic renewal adoption should be 80% (we are currently at 8%). We may have convinced her that we cannot force people into automatic renewals with only and opt out option, but she…
Since we have started using the BBPOS WisePOS E payment terminals, we do not require customer signatures. Our receipts are still printing the merchant copy for a signature which we just crumple and throw out, a huge waste of receipt paper! Configuration of receipts is not something I am very familiar with and I'm not…
Our institution will look up Memberships with a first and last name. We will try to get the name as it is spelled on their Photo ID, but if they purchase a Membership online they may enter in a nickname or their middle name (ie. they put their name as "Mike", but their ID says “Michael”). Most of the time this is a…
Our institution is starting the process of launching a digital membership card program, and we're running into some issues. A constituent's Membership ID and Lookup ID don't match, but that makes sense since not every constituent becomes a member (therefore the numbers won't be in the same order). However, we find that…
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