Altru 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
    July 27, 2022 14:44

    Why is this not fixed already?


  • Breanne Leach commented
    January 20, 2022 21:51

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

  • Lisa Saneda commented
    January 21, 2021 22:16

    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
    January 12, 2019 19:48

    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
    July 17, 2018 13:50

    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
    December 16, 2016 17:00

    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
    October 31, 2016 19:03

    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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