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Double-check Smart Fields
Just a heads-up to everyone: a couple of clients have reported that smart fields are not updating for all records. The results are correct, so long as the field for a particular constituent has actually updated. Otherwise, the results are out of date. The work-around is to edit the smart field and save it, then re-process…
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Complimentary Tickets - Creation and Redmeption
We are new to Altru this year and I cannot wrap my head around complimentary tickets. Maybe we are unique, but can anyone explain how they create and issue comp tickets for major events? Especially if you are barcoding, printing and distributing them to be redeemed later. We have multiple major events throughout the year…
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Donor name, total amount given, last amount given, and date of last amount given
Need a report to show constituent name, lookup ID, total amount given, last amount given, and date of last amount given. When I export the report to Excel, it shows every date and every amount that the constituent gave. In chat, I was told there was not a specific report that can show all of this information, but it can be…
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Buffering during Daily Sales
Has anyone experienced a lot of buffering when running daily sales that last month? It started at the tail end of our winter event, and it seems to be continuing thru now. There are 3 main points it buffers when completing a sale: when you hit credit, after the patron taps their card, and when you hit complete to enter in…
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Show number of tickets remaining for low availability on webform
Is there a way to show the number of tickets remaining on the webform when the low availability threshold has been reached? Basically, if I have the threshold set on a program event so that the low availability alert comes when 5 tickets remain, I want it to show how many tickets are remaining not just that there is low…
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Direct Debit donor with no contact information
We have a monthly donor that we haven't been able to contact for 2 years. They are direct debit, so we don't need to update card numbers. Last year for their annual tax receipt, it came back as invalid mailing address. Tried to call, phone number not in service and their email is no longer valid. With not having any…
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Going deeper to 'optimize' a pull #
**Warning… long post** Okay, Direct Mail folks, I want to pick your brain. I've been in the role for a year now, and I've been enjoying the ability to stats the heck out of everything, use some logic to build queries etc... that really tickles the right part of my brain. But, I've been asked to 'go deeper', and I think I'm…
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Formatting Annual Statements
It would be wonderful to be able to format our annual statements, under Reports > Financial Reports > Annual Statement Report > Annual Statements, so that the constituent shows on the top of the page but the financial information shows further down on the page so that it's more private and won't show on the front part when…
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updating Altru after making changes to appeal lists
After we run an appeal in Altru, we usually pull the list into Excel and make some changes. Sometimes we move someone to a different segment; sometimes we decide to remove someone from the mailing all together; and sometimes we change the ask amounts. I have never imported the changes back into Altru but would like to…
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Two programs on single calendar
We typically have our general admission program that links from our “Get Tickets” link on our website and pulls up. That works great. Monthly we have a Discovery Day, where we focus on 1 specific topic and have some workshops (pre-registered programs) associated with it. Separately, both these programs are doing what we…