Altru Ideas

Make correcting/adding constituent info from Membership Dues form more intuitive and streamlined

I love that we have the ability to add or correct constituent information within the Membership Dues form, however, in practice it really falls short.

For example, I often need to add a spouse or other constituent who should be on the membership, but then realize that the constituent isn't really added to Altru until the batch is committed. Therefore, I can't add the spouse to the membership because they're not really in Altru yet. So I either have to repeat my data entry in a separate window of Altru or go into the membership record after I've completed my batch. 

Also, you might get a credit card rejection! If you add the constituent's address as part of the batch entry, the credit card will still be rejected due to insufficient bill to address.

Now I know I won't bother making changes through the Membership Batch because you just have to repeat your work. But it's so tempting! It looks like it will work great! It would be great if this worked more smoothly. 
  • Margaret Matteson
  • Jan 4 2016
  • Reviewed
  • Attach files
  • +1