Altru Masters WorkshopA Look Back-New Features Review

Altru 4.3, 4.4, 4.5

Peter Gulka

DOWNLOADING THE HANDOUT FOR CLASS

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download when you see this

File Transfer window.

To download it, highlight the

file and click Download or

right-click the file and then click

Download.

If you do not see the File

Transfer window, on the File

menu, click Transfer.

THE VIRTUAL CLASSROOM

A. To participate in the audio

conference, on the Audio menu, click

Integrated Voice Conference, and

then click Join Conference.

B. You can raise your hand to ask a

question, click yes or no, and use

emoticons.

C. Use the Chat area to ask your

instructor questions.

A

B

C

4

Objectives

• During this class, you will:

• Learn the enhancements made to

Altru in the following releases

• 4.3 (June 2015)

• 4.4 (August 2015)

• 4.5 (October 2015)

5

Agenda

• Look at each release’s

enhancements

• Review major changes in those

areas in detail

• Discuss impacts of changes

6

Altru 4.3 (June 2015)

• Itemized Sales Receipts

• Itemized sales receipts are now based on Scalable Vector

Graphics (.svg ) files to enable faster printing.

• The program provides a default predefined sales receipt that

is not editable.

• The receipt now displays the order's transaction date

rather than the date the receipt is printed.

• The receipt uses the designation's public name rather than

the name of the full designation hierarchy.

• The receipt no longer includes a zero balance. A balance

is printed only when it is over zero.

• We removed "Thank You!" from the bottom of the receipt.

• An “Order #” label now appears next to the order number.

7

Altru 4.3

• Marking Gifts Acknowledged/Not Acknowledged

• In previous versions, if you sent a personal note to a donor or

thanked them in person, there was no way to mark their

revenue as acknowledged without generating an

acknowledgement letter.

• Now you can manually mark payments and pledges as

acknowledged. From a payment or pledge record, under

Tasks, click Mark acknowledged.

• This does not appear for items marked “Do not Acknowledge”

• Adds an entry to the Communications tab on the Constituent’s

record

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Altru 4.3

• Marking Gifts Acknowledged/Not Acknowledged

• On

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Altru 4.3• Gift Membership fields

on Web Forms• New gift fields appear on the

membership web form. When patrons purchase gift memberships online, they can enter the recipient's information and specify whether to deliver the membership cards and future renewal notices to themselves or to the recipients.

• They can also enter a friendly name (such as Granny or the Burns Family) and a gift message.

10

Altru 4.3• Gift Membership fields on Web Forms

• You can customize gift field labels on the membership form.

• These new fields are query-able

11

Altru 4.4 (August 2015)

• Email Itemized receipts from Daily Sales

• We added the ability to email itemized receipts from Daily

Sales.

• Depending on your configuration, ticket sellers can print,

email, or provide no receipt.

• During configuration, you can choose which printing options to

make available on the Daily Sales page and which option is

selected by default for each delivery method

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Altru 4.4 (August 2015)

• Email Itemized receipts from Daily Sales

• First configure the email template in Daily Sales setup

• Next select which printing options are available, and set the

default.

13

Altru 4.4

• Gift Membership merge fields added to

Membership Card process

• Altru 4.3 added the ability to sell gift memberships online

• Altru 4.4 added more merge fields to the Membership Card

process.

14

Altru 4.4

• Hide gift message field from web form

• The Gift message field on the membership web form is now

optional. If you don't plan to include the personalized gift

message in membership letters, you can hide the Gift

message field from the membership form.

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Altru 4.4

• Recurring gift payment handling rules• With these options, you can specify how the program handles

payments when more than one past installment has a

balance, payments you receive that overpay or underpay

installment balances, as well as balances still present on past

installment after applying a payment.

• Previously, you could only select to update installment

amounts to match an incoming payment or maintain

installment amounts. These new options offer more flexibility

and accuracy for handling payments.

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Altru 4.4• Recurring gift

payment handling rules• With these new

configuration options, you can specify how the program handles payments when more than one past installment has a balance, payments you receive that overpay or underpay installment balances, as well as balances still present on past installments after applying a payment.

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Altru 4.4• Opportunities tile on Constituent record for MG clients

• If you have the optional module Prospects Management, the constituent record now includes the Opportunities tile, which summarizes opportunity information for individual constituents who are major giving prospects.

• You can add and edit a constituent's opportunity information from the tile, including the opportunity's plan, the plan's primary manager, and other information about the opportunity.

18

Altru 4.4

• Expand/collapse query folders

• To help you better sort through and

find your queries, we have added

the ability to expand all or collapse

all query folders in the Information

Library.

• On the Query tab of the

Information Library, you can now

click Expand all and Collapse all to

easily view your folders and

subfolders .

19

Altru 4.5 (October 2015)• Email Itemized Receipts from Advance Sales

• In the last release, we added the ability to email itemized receipts from Daily

Sales. Now you can email receipts from Advanced Sales too. Depending on

your configuration, ticket sellers have options to print, email, or provide no

receipt when completing an advance sales order.

• During configuration, you can choose which printing options to make

available on the Advance Sales page and which option is selected by default

for each delivery method.

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Altru 4.5• Add images to email receipt templates

• You can now add images to the email template for itemized

receipts in Daily Sales and Advance Sales.

• For example, you can include your logo or an image

promoting an upcoming event.

• Images must be added by editing the HTML code.

21

Altru 4.5• Program Events list enhancements

• The Event List tab now allows you to add and remove

columns and choose how they filter and sort. The list has a

new Tickets sold column which displays the number of active

tickets for the event (not registrants) and a Day column that

lists the day of the week for the event.

• You can Edit or Delete individual events from the list. To

access task buttons, click the double arrows next to the event

to expand the row.

22

Altru 4.5• Discount report enhancements

• The Discount report now includes details about promotional

code usage to make it easier to track how each code

performed for various marketing programs.

23

Altru 4.5• Discount report enhancements

• We added options to the report filters so you can group the

report by program, membership level, or merchandise. We

also removed the Report type option so the report will always

display in detail.

24

Altru 4.5• Discount report enhancements

• We added options to the report filters so you can group the

report by program, membership level, or merchandise. We

also removed the Report type option so the report will always

display in detail.

• Note: When you group by Program, Membership level, or

Merchandise, the report excludes order discounts. These

report views only include discounts for individual items.

• Note: Because decimal amounts are rounded, you may notice

some minor inaccuracies in totals. For example, 3/14 =

.21428 = 21.428% which rounds to 21.43%.

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Summary• Major Changes from our class:

• 4.3 (June 2015)

• Itemized sales receipts

• Manually mark gifts acknowledged/not acknowledged

• Gift membership fields added to web forms

• 4.4 (August 2015)

• Email Itemized receipts from Daily Sales

• Gift Membership merge fields added to Membership Card process

• Hide gift message field from web form

• Recurring gift payment handling rules

• Opportunities tile on Constituent record for MG clients

• Expand/collapse query folders

• 4.5 (October 2015)

• Email Itemized Receipts from Advance Sales

• Program Events list enhancements

• Discount report enhancements

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Questions?

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Appendix

• New Features Page to see all new features from this and past releases.

• Altru 4.3 New Features

• Altru 4.4 New Features

• Community to see ideas that have been implemented and to put your idea out there for a future release.

• Customizing receipt header and footer

• Videos

• Enabling Email Itemized Receipts for Altru Daily Sales

• Enabling Email Itemized Receipts for Altru Advance Sales

• Choosing a Receipt Type in an Altru Advance Sale

• Configuring the Print Membership Card Process

• Deleting Multiple Program Events in Altru

• Manually Mark Gifts Acknowledged in Altru

• Choosing a Receipt Type in an Altru Daily Sales

• Configuring Recurring Gift Payment Handling in Altru