Altru Ideas
Add a new idea
Filter by status
Already exists
0
Will not implement
0
Planned
1
Shipped
×
Available Now!
0
Reviewed
141
Coming Soon
0
New
0
Filter by category
Best Practices
×
115
Constituent Records
×
319
Events
×
241
FAQ
×
4
Financials
×
62
Fundraising
×
172
Group Sales
×
140
Hardware
×
6
Implementation
×
27
Marketing and Communications
×
142
Membership
×
297
Merchandise
×
66
Query
×
151
Reports
×
183
Sales
×
435
Training
×
5
Volunteers
×
39
Web Forms
×
274
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
9
Vote
Group Sales reservation contact and sales order contact information
When adding a group sales reservation contact, their contact information overrides existing contact information in their constituent record. For example, if Lucille Ball has e-mail address lball@vitameatavegamin.com linked to her primary business ...
Created 04 Jan 14:08 by Guest
Constituent Records / Group Sales / Sales
0
Reviewed
9
Vote
Additional Constituent Information Tabs Needed
How can I add additional information about an constituent besides the given default fill-in information? Such as education level, school attended, GPA, etc.
Created 04 Jan 14:08 by Guest
Constituent Records
1
9
Vote
It would be great if you could highlight the tabs that have content in them so we don't need to open them each up individually
I believe this function is in RE - so you know if there is content on a tab
Created 04 Jan 14:07 by leslie perovich
Constituent Records
1
Reviewed
7
Vote
Daily Sales should display constituency groups and a picture of the person.
I would love to see the ability to display the picture if on file of a person and also all of their constituency groups when we enter them on the Daily Sales page. This would allow us to immediately recognize someone without checking their ID and ...
Created 15 Nov 15:42 by Guest
Constituent Records
1
Reviewed
8
Vote
All revenue and Recognition History visible in one place
It would be wonderful for my staff if when they go to look at what a particular donor had done for us they can see both all the revenue they provided and then also all the gifts for which they are receiving credit (which in a way they also had a h...
Created 07 Nov 19:46 by Guest
Constituent Records
0
Reviewed
2
Vote
Documentation Notifications in Scan Tickets Field
Currently our organization is using tickets to check guests in. When we scan in a ticket order for someone, we are not entering their information in the Patron box on Daily Sales (As this would be a tedious extra step to the check-in process). We ...
Created 30 Sep 19:31 by Samantha DeLuca
Constituent Records
0
1
Vote
Change end date when bulk unassigning prospect managers
When bulk unassigning prospect managers, it would be helpful to be able to also bulk change the end date to a specific date that is not the current day.
Created 18 Sep 13:41 by Guest
Constituent Records
0
3
Vote
Merging Duplicates - Not All Data Carried Over
When merging two constituent records that the “merge from” record had a full middle name and the “merge to” record had only a middle initial. After the merge (in database view), the middle initial had not been overwritten with the full middle name...
Created 08 Sep 15:17 by Guest
Constituent Records
0
8
Vote
Add items to the Confirmation table under Mark Individual Deceased
We would like to add an option to the table Mark Individual Deceased > Confirmation. Access through the code tables is available for Mark Individual Deceased > Source, but not Confirmation. Please open up the source table for Confirmation so...
Created 27 May 16:55 by Vicki Cotton
Constituent Records
3
Reviewed
6
Vote
Promo Code on Constituent Revenue
Please add a place on the constituent revenue that will show the reason for their discount (promo code). Currently, if someone looks and says "how come they only got charged $60 instead of $75" we have to run a query to find out. It would make mor...
Created 15 Mar 17:32 by T. Rash
Constituent Records
1
« First
‹ Prev
…
10
11
12
13
14
15
16
17
18
…
Next ›
Last »