As you may have seen on the blog today, we're releasing the next version of Altru (3.18) next week! Visit the
Altru New Features page to get all the information and guidance you need to begin using the new features right away.
The theme of this release is driving simplification!-
Security roles: Altru 3.18 adds two new system roles. The Calendar View Only role allows people to view the calendar without editing or adding events, when you have those special events or facility rentals now you can let your security or volunteers view the calendar without worrying about any incorrect changes. The Restricted Constituent Revenue Role allows you to restrict certain individuals, such as ticket sellers or volunteers, from seeing giving history when entering data. As you enter into a Capital Campaign or seasonal giving you want to make sure that donor information is secure.
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Constituent tabs: As part of our ongoing efforts to make constituent information easier to find, we added additional tabs to the constituent record. These tabs include: vendor, history, volunteer, corporate info, committee, bank and events.
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Sales Tax: Another Altru Community suggestion has been implemented! With Altru 3.18, handling a tax exempt order is as simple as checking a box!
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Open Data Protocol: Open Data Protocol, or Odata, makes it simple to consume, share and manipulate your Altru data. Odata provides standard access to Altru data outside the Altru system, so you can share dashboards and charts with any user, regardless of Blackbaud permissions, but also hold data refreshes to the user‰Ûªs security permissions. OData is consumed by other programs, so you can create pivot tables in Excel powered by Odata or dashboards in Tableau. In addition to the resources on the New Features page, be on the lookout for a blog post on the Community with more details.
Let us know if you have any questions. We will not be holding any training sessions, as we've got extensive information on the new features page. We will be doing a blog later this week with more details on the OData functionality, so check the blog on Thursday!