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.

After a tribute/gift is made online, the info put into the Documentation field should print on the "New Sales Order" web form.

The Documentation field reflects the wishes of the gift giver. In order to know what the wishes are we have to go to the Constituent record, go to the Revenue History, click on the gift and then click on the Documentations tab just to view this info. It's a lot of steps when it could easily just be reflected on the "Altru Alert - New online sales order: Donations" form that is emailed out whenever a gift is made.

Online Sales We...
Attachments Open full size
  • Guest
  • Jul 10 2024
Web Forms
Customer references Dixon Gallery and Gardens
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