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Deleting Designations Error Message
I am trying to delete a Fundraising Hierarchy Designation that currently has zero gifts in it. At some point, a payment was made in BATCH to this designation and I received this error message: "This designation has been referenced by a batch ...
Created 11 Aug 13:20 by Guest
Fundraising
1
Reviewed
4
Vote
Allow for more than 1 prospect manager
It would be great if you could assign a secondary prospect manager to a constituent [not just to a plan] - we have several constituents that need to show up on both our grants manager's prospect list and our CEO's prospect list, but Altru does not...
Created 10 May 13:32 by Guest
Fundraising
0
Reviewed
1
Vote
Acknowledgements with tax benefits
It would be great to have more merge fields on the email acknowledgements. Especially if there are tax benefits for special events. Or more customizations.
Created 22 Apr 15:56 by Andrea Kellner
Fundraising
0
4
Vote
Apply Updates Button
After making an update to a setting, such as recognition default settings, I would love an "Apply" button, where Altru would go through and analyze my records and update the settings as necessary.
Created 04 Jan 14:11 by Guest
Fundraising
0
4
Vote
Appeal/Effort for one payment with multiple designations
Is there a way to attribute part of a payment to an appeal or effort? So if someone sends in $200 and $100 is for the Annual Fund (after our mailing goes out) and the other $100 is for their membership, there is no way to just mark $100 to the App...
Created 04 Jan 14:11 by Guest
Fundraising / Membership / Sales
0
Reviewed
4
Vote
Recognition Credit Report should show the designation.
I wish the Recognition Credits Report would show the designation that the revenue was applied to. I know you can filter by designation but if you want to see who has soft credits for the year - I don't want to have a run a report for each designat...
Created 04 Jan 14:11 by Guest
Fundraising
0
Reviewed
4
Vote
You should be allowed to disable the "Only One per Record" option on attribute categories
What a coincidence - only twelve days later and I have the same problem. Can this be fixed? It's hard to imagine that someone can't get into the guts of the database and make this editable. Note: This topic was created from a reply on the Attribut...
Created 04 Jan 14:11 by Guest
Fundraising
0
4
Vote
Web forms: preferences applied by individual vs. by group
We have some preferences that apply to an entire group signing up via webforms. Right now, the way we've handled this is to have a "Not applicable" option in the preferences, but it would be nice to specify whether the preference was for an entire...
Created 04 Jan 14:11 by Guest
Events / Fundraising / Web Forms
1
4
Vote
Querying with Distinct Counts
I have a Revenue report that I produce twice weekly. For this report, I need Revenue to date, number of gifts and number of actual donors for current year and last year at the same time. Some of our donors give multiple times so the data that I ne...
Created 04 Jan 14:11 by Guest
Fundraising / Membership / Query / Sales
0
4
Vote
More robust recognition information
It would be great if a constituent's record would show a tally of not only what they are "donors" of but also what they are "hard credited" for - thus giving a better picture of their giving (which can come from a private business, family foundati...
Created 04 Jan 14:10 by Guest
Fundraising / Reports
0
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