Altru Ideas

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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
    7 Mar, 2024 04:44pm

    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
    7 Mar, 2024 04:29pm

    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
    7 Mar, 2024 03:43pm

    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

  • Daisy Alarcon commented
    7 Mar, 2024 03:18pm

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

  • Patrick Turner commented
    20 Jan, 2023 07:23pm

    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
    20 Jul, 2021 09:30pm

    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
    28 May, 2021 03:47pm

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

  • Emily Dunkin commented
    12 Jan, 2021 11:05pm

    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
    10 Sep, 2020 04:06pm

    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
    3 Jul, 2018 03:27pm

    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
    26 Oct, 2016 04:47pm

    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
    7 Apr, 2016 02:56pm

    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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