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.
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.
This would be so helpful! It would be even more helpful to allow to set up and choose different defaults.
We really need this. For every mailing, we require Lookup ID, Address broken out into different lines. Every single mailing, we have to adjust the export definition. We should be able to edit the default Export Definition once, rather than every time. It's a huge time waster.
I haven't been able to configure an ask ladder in which the Lookup ID is a default merge field. We have just been manually adding Lookup ID to all our appeal mailing csv exports, so I was hoping to save a bit of time for staff by configuring the merge fields to always include Lookup ID by default. (I know we are not the only organization that wants Lookup ID in all our appeal mailing csvs, so it may be a good idea for Altru devs to just add it to the Altru Default Ask Ladder.)
You can create custom ask ladders & include them in your output, as well as, lookup id and any other desired fields through the appeal mailing process when you create your letters. You can choose to create a csv file with all of the fields if you only need the data.