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.

Display Pop Up Notifications in Advance Sales and Group Sales

When I add a note to a constituent record, I want to be able to see it in ANY sales, not just daily sales. This will prevent our booking a group that has a note attached. In the regular course of booking groups, we don't go to the constituent record first. That would be too burdensome.
  • Guest
  • Jan 4 2016
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  • Jennifer Rossetti commented
    25 Oct, 2023 05:35pm

    We have some groups and individuals that we no longer want to do business with after a couple of situations with some birthday parties and field trips, and it would be helpful to have a pop-up in group sales to remind us if they try to book again in the future.

  • Holly Finneran commented
    16 Jun, 2022 03:04pm

    We utilize Advance Sales for a majority of the time, we use daily sales only for people who just show up and then our staff is not adding the constituent. We utilize notifications to let staff know if they are someone important or someone that should not have access. This is a matter of site security, please make it available through Advance Sales and Group Sales.

  • Mayada Wadsworth commented
    16 Apr, 2018 07:29pm

    Most of our daily live transactions go through Advance sales, not daily sales, and that's where we need to see the notifications. We have been entering notifications to help the visitor services staff select the right constituent when, for example, a father and son have the same name. We thought this would be a great help... until we found that the notifications only come up in daily sales.

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