Altru Ideas

Unresolved Sales Order Email Alerts

It would be great for our finance dept to be able to receive unresolved sales orders email alerts, just like they do for orders and donations, etc., so it doesn't hold their processing and accounting up. Anyone else think this would be helpful?
  • Guest
  • Jan 4 2016
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  • Nick Gaffney commented
    07 Mar 16:44

    We do get an alert when there's an unresolved sales order, but the last time it happened there's nothing in the alert indicating that it's "Unresolved". So from the user's end it looks like it actually went through with nothing amiss/unresolved. Or has this changed? Without the email actually saying that it's unresolved it's not terribly useful...

  • Sarah Osborne commented
    07 Mar 16:29

    I've been subscribed to this function since the update and have yet to receive an email, but we will have unresolved sales every month or so.


    Daisy, any insight into this? No emails in junk or general inbox.

  • Guest commented
    07 Mar 15:43

    Hi Daisy!


    Could you give us directions on how to implement this? When I go to the unresolved sales order page and click on the "?" to learn about things - it still talks about subscribing to an RSS feed.

    THANKS

  • Admin
    Daisy Alarcon commented
    07 Mar 15:18

    This idea was delivered in Altru version 5.28.
    This was announced in the March 2023 What's New.

  • Patrick Turner commented
    January 20, 2023 19:23

    Here's a new update on this matter: Today I recieved an e-mail confirmation of an online sales order. Later, I was working Altru and happened to click past Unresolved Online Sales Orders and saw the transaction for which I has received the confirmation e-mail listed as "unresolved." WHY did that happen? NO ONE KNOWS! The payment was processed via Blackbaud Merchant Services, but in Altru the sales order is "unresolved" and does not show up in the constituent's record.

    Here are all the issues related to this serious lack of functionality:

    1. Why didn't this order go through? There is no logical explanation in the Unresolved Online Sales Order screen.

    2. If Altru can send an e-mail when an order is processed, why can't it send an e-mail when an order isn't?

    3. Did the patron receive their confirmation e-mail and subsequent e-Ticket e-mail even though the order is unresolved?

    4. When I resolve the order in Unresolved Online Sales Orders, will the patron recieve their confirmation e-mails? According to user reports, no e-mails are sent from Advance Sales where Unresolved Online Sales Order resides.

  • Kelley Donselar commented
    July 20, 2021 21:30

    Any updates on this? We have had several instances of an "unresolved online sales order" issue where it's not caught right away because there is no notice. An email alert, pop-up, anything to indicate there is an issue to address would be so helpful!

  • Shannon Knight commented
    May 28, 2021 15:47

    I'd like to see the ability to create my own data lists and therefore my own email alerts.

  • Emily Dunkin commented
    January 12, 2021 23:05

    This has happened twice in 4 years, our finance director catches that their is a charge in BBMS but no transition in Altru. We forget to check this random "inbox" since it happens so infrequently! Please add a notification of some kind so this doesn't keep getting lost.

  • Shannon Knight commented
    September 10, 2020 16:06

    Okay, this has quite a few votes and is flagged "planned" but no comments in over two years. Any idea what the plans are?

  • Guest commented
    July 03, 2018 15:27

    Maybe this should be merged with a bigger idea where we have a notification system that can use email, push, slack, IFTTT, Zapier, etc...Notifications on all the things!

  • Guest commented
    October 26, 2016 16:47

    I think it will be great idea to receive unresolved sales orders email alters when there is any incurred. Sometimes I forget checking "Unresolved Sales Order" in Altru. Even a pop-up notification when I log into Altru will be very helpful for us. Appreciate for any further assistance.

  • Christy Stott commented
    April 07, 2016 14:56

    YES! It doesn't make sense that we can receive email alerts about online sales, but we have to subscribe to an RSS feed to be alerted to unresolved sales orders. Even a pop-up notification when I log in to Altru to "Check Unresolved Sales Orders" whenever they occur would be very helpful.

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