Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Provide a household revenue exclusion for appeal mailings

We've been using the appeal mailing process a little more and noticed that when you select the exclusion to remove constituents who have given in X weeks or days it only looks at individuals, not households. So even if you select "send one mailing per household" you can easily get an address for a household which has given during the exclusion period if one of the members of the household has not given. In 90% of cases for us this is exactly what happens rendering this exclusion filter pretty useless. I was given a workaround by Blackbaud support using smart fields which will work but it would be really nice if it could just be done in the mailing itself using a filter.
  • Guest
  • Jan 4 2016
  • Attach files
  • +5