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.

Have the ability to change the patron on a Group reservation

A field trip was set up as a group sale under the teacher's name. However, when the field trip arrived they paid with a check in the name of the daycare center. How can I change the patron to the daycare center? (The check has been posted, under the teacher's name, and the group checked in.)
  • Guest
  • Jan 4 2016
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  • That Person commented
    27 Jul, 2022 02:44pm

    Why is this not fixed already?


  • Breanne Leach commented
    20 Jan, 2022 09:51pm

    This really needs to be fixed. We can change the patron on every other order, why not group sales?

  • Lisa Saneda commented
    21 Jan, 2021 10:16pm

    This would be helpful. There is no way to merge a duplicate record with the group sale. Someone created the group order but didn't check to see if the constituent was already in the database. Grr.

  • Kathleen Shipley commented
    12 Jan, 2019 07:48pm

    This would really help us. We have several reservations created by people who were learning the system that have been booked to the contact rather than the organization by mistake. It would be helpful to be able to correct these mistakes without having to delete the reservation and start over.

  • Erin P commented
    17 Jul, 2018 01:50pm

    I would like to vote to fix this. I have a bride who is frustrated because her mother-in-law's name is showing on the registration instead of her name. When the mother-in-law called in, we thought she was the bride. Now, we are stuck with the wrong name on every receipt that goes out.  

  • Clark Perks commented
    16 Dec, 2016 05:00pm

    We had a similar problem. We booked a group sale under an organizational record, but it really was from an individual. That same individual recently made a donation. But there is no way to change their organizational record to the correct type of individual record. With any other type of revenue - ticket sales, donations, memberships, etc. - you can just move the revenue to the new individual record, and delete the bad organization record. But not with group sales. Make a mistake on a group sale, and you are stuck with that mistake forever. Why?

    I can't believe Blackbaud/Altru's official line is "Sorry, you have to live with this mistake forever"

  • Guest commented
    31 Oct, 2016 07:03pm

    Yes, it would be great to have the ability to change the patron on a group sales order.  Please add this to your list of changes needed.  Thank you!

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