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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
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3
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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
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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
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5
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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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