Altru Ideas

We recently transition from Raiser's Edge to Altru. RE had this very convenient feature, where actions had an "auto-remind" option that would notify select users in RE and/or by Outlook appointment. You could even set how many days/weeks/months you want the reminder to appear before the action date.

This was extremely helpful when juggling many different prospects, and is very sorely missed in the Altru Prospect module (and interactions in general). Without the reminders, my staff must manually merge the Pending Activity on the My Fundraiser Page with existing scheduling tools, like the Outlook Calendar.