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Be able to preview your email invite without having to send it out to yourself.
There should be a way to preview an outgoing email invitation without having to email it to yourself. I saw someone had posted a similar idea years ago and am wondering if this is something that will happen in the future. Also, the text box for cr...
Created 30 Dec 19:15 by Guest
Marketing and Communications
0
Reviewed
43
Vote
Make Log-In button/option more obvious on webforms
This is another suggestion that came out of a recent Altru chat session: it would be great if the Log In button could be more integrated into the webforms so that it's more immediately in front of patrons when they're signing up for things. Curren...
Created 30 Dec 19:15 by Guest
Web Forms
0
Reviewed
21
Vote
Duplicate Record Merge Made Easier - Switch target and source, merge records, create a household record with the source and target ...
We are using the duplicate search feature combined with Constituent Merge process preview feature. We love the "delete match" feature that we can do immediately. It would be awesome to have the following other options on the preview page as well: ...
Created 30 Dec 19:15 by Guest
Constituent Records
1
Reviewed
68
Vote
Soft Credit gifts and matches on the constituent summary page please
I'd like to see some reference to matching gifts in the constituent revenue summary. Right now I have to do serious digging to find matching gift transactions. When Jane Smith calls to say hi, I'd like to open her record on Altru and immediately s...
Created 30 Dec 19:15 by Guest
Best Practices
1
Reviewed
3
Vote
Pop-up notifications in online shopping cart
Have pop-up notifications (or a dedicated notification area) in shopping cart to alert customer of opportunities or important news. Examples: - (Member acquisition) Non-member being prompted to purchase a membership to save on tickets - (Member ...
Created 10 Jul 19:39 by Deleted User
0
Reviewed
2
Vote
Dedicated word-merge Invoice document for Group Sales
Just like a word-merged contract document, customers want a separate line item for managing invoices (ability to update, mark as sent, etc.).
Created 10 Jul 19:34 by Deleted User
0
Reviewed
5
Vote
Limit membership discounts based on Active status & expiration date
Several orgs want to be able to deny a member benefits if they are trying to buy discounted tickets for an event that is scheduled for a date beyond the expiration date of their current membership. For example, I try to buy tickets for a Fall even...
Created 10 Jul 19:30 by Deleted User
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