Q1 2011 New Features Guide

Q1 2011 New Features Guide

020211Altru©2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc.

The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages.

In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation.

All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc.

All other products and company names mentioned herein are trademarks of their respective holder.

NewFeaturesGuide‐2011

Contents

NEW FEATURES AND ENHANCEMENTS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Ticketing Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Sell Mid‐term Membership Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Define Daily Sales Page Button Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Development Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Batch Entry Credit Card Field Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Educational Involvements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Email Start and End Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Enhanced Revenue Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Letter Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Matching Gift Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Recognition Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Remove Members from Groups and Committees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Revenue and Recognition Summary Split View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Revenue Update Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Smart Query Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Event Coordinators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Finance & Treasury . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Account Segments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Define Fiscal Years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Edit Account Segments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Edit Account Segment Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12General Ledger Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Journal Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Post File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Total Revenue Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Unmapped Transaction Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Group Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Quick Itinerary “No Default” Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Online/Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Title Bar of Web Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Customize Web Pages With Cascading Stylesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Membership Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Allow Donors to Add Comments to Donation Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Program and Event Descriptions for Web Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

RSS Feed for Unresolved Online Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Cancel on Login Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Code Tables System Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Constituent View Only System Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

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New Features and Enhancements

Ticketing Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Development Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Finance & Treasury . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Group Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Online/Website. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

This document provides information about new features and enhancements available in the Q1 2011 release of Altru. In addition to the descriptions that introduce each new item, we also include references to user guides where you can find more detailed information and procedures. For some new features, we also provide links to videos you can watch to see new functionality in action.

To make sure users are aware of the new features in this release, we encourage you to share this guide with everyone at your organization who uses Altru. To help users more easily find new functionality that is relevant to their job role, we have organized this document into sections based on department or work area. For example, users who primarily manage group sales and reservations can access “Group Sales” on page 14 to see only the new features that are relevant to them.

Ticketing SalesThe new features listed in this section are most relevant to people who configure programs and merchandise, as well as sell tickets and merchandise items. Users who work in this area are usually assigned either the Guest Services Manager or Ticket Seller system role.

Note: In addition to this guide, we provide a short video you can watch to get an overview of the main new features in this release. You can access the ***UPDATE LINKQ4 2010 new features videoUPDATE LINK*** on our website.

http://www.blackbaud.com/files/support/guides/demo/Altru/Q42010New/Altru%20Q4%202010%20New%20Features.htm

http://www.blackbaud.com/files/support/guides/demo/Altru/Q42010New/Altru%20Q4%202010%20New%20Features.htm

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Sell Mid-term Membership UpgradesYou can now sell mid‐term membership upgrades through Daily Sales and Advance Sales. Mid‐term membership upgrades allow applicable patrons to upgrade their memberships to a higher membership level in the middle of the current term. The cost of the upgrade is the difference in the price of the two levels. For example the Adopt an Animal standard membership costs $100 to join, and the Adopt an Animal Gold membership costs $250. The price of the membership upgrade is $150.

When a membership is upgraded in the middle of the term, the expiration date does not change. Members will also receive the benefits of the level to which they upgrade.

From the Daily Sales page, you use membership upgrade buttons to sell mid‐term upgrades. These buttons appear dynamically based on the membership upgrade path of the selected patron.

Note: Mid‐term upgrades are only applicable for membership programs with multiple membership levels for patrons to join. Patrons must currently have a valid membership, and a higher level of membership must exist on the membership program.

NEW FEATURES AND ENHANCEMENTS 3

On the Advance Sales page, you sell mid‐term membership upgrades on the Create Order tab.

Define Daily Sales Page Button OrderAfter you configure Daily Sales buttons, you can define the order in which they will appear on the Daily Sales page. We suggest you place buttons of the same type together, for example, all admission options in the same row, all scheduled programs in the same row, and all membership buttons in the same row.

As you define the order of buttons, you can also set buttons as inactive so they do not display on the Daily Sales page, for example, if a certain scheduled program only runs through specific months and you no longer want the button to display after those months have passed.

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On the Configure Daily Sales page you can define button order for both default Daily Sales buttons, as well as user‐configured Daily Sales buttons. To define Daily Sales Page button order, on the Configure Daily Sales page, click Set button order on the action bar. The Set button order screen appears.

Development OfficeThe new features listed in this section are most relevant to people who work in the development office and handle the fundraising efforts within your organization. Users who work in this area are usually assigned either the Director of Development or Development Data Entry system role.

Batch Entry Credit Card Field RequirementsTo support data entry for credit card transactions processed externally, we updated batch entry for credit card fields. Now when you enter credit card numbers with four digits or fewer, other credit card information is not required. Field requirements and validation for credit card numbers with greater than four digits were not changed for this update. Other forms with credit card fields were not changed for this update. For more information, see the Batch and Import Guide.

Educational InvolvementsWe made the following enhancements to education involvements:

• We added the Position field to both the Add and Edit educational involvement screens. Use this field to select the position held for an educational involvement.

• You can now view the position in the Involvement section on the Education tab of a constituent record.

• We added the Position field to both Constituent batch and Education history update batch.


• We added the Position field to Query and Import.

• We added Division and Sub department fields to the Add and Edit education involvement screens.

Email Start and End DatesYou can now track start and end dates for email addresses. When you add an email address, you can enter a start date. When you edit an email address, you can include the end date. The email address is automatically considered a “former” email address. In order to view the email address on the Contact tab of the constituent record, you must select the Show former contact information filter. For more information, see the Constituents Guide.

Enhanced Revenue BatchIn an enhanced revenue batch, you can now edit existing pledge commitments on the Apply to commitment screen. To edit an existing pledge, select it in the grid and click Edit on the action bar. Once you save the pledge, your changes are immediately applied to the pledge record in the database. For more information, see the Batch and Import Guide.

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Letter TemplatesYou can now create constituent letter templates based on constituent export definitions. On the Add letter template screen, in the new Output type field, select Export definition to use a user‐defined set of export fields. Only export definitions with Allow definition to be used by other areas of the application selected on the Options tab of the Export Definition Properties screen can be used for constituent letters.

Matching Gift ClaimsWhen you change the constituent associated with a revenue transaction, you can now update the matching gift claims so they are assigned to the new constituent. For more information, see the Revenue Guide.

Recognition ProgramsWe made the following enhancements to constituent recognition programs:

• You can now track a constituent's wish to decline a recognition level within a recognition program. On the Add a constituent recognition screen, we added the Declined recognition program levels grid where you can select levels to decline within a recognition program.

• You can view declined levels associated with a recognition program in the summary information for the recognition program.

• You can edit declined recognition levels from the Recognition History tab.

• You can also include declined levels in Query searches.

• On a the record of a constituent recognition program, the Recognition Credit History tab displays the recognition credits associated with gifts that qualify for the recognition program. The Recognition Credit History tab now also includes the designation information for the qualifying revenue.

For more information about these enhancements, see the Constituents Guide.

RelationshipsWe made the following enhancements to relationships:

• On the Constituents page, under Configuration, we renamed the Relationship types link to Relationship settings. We renamed the Relationship Types page to Relationship Settings.

• On the Add a relationship screen for an organization constituent, Organization is the parent organization checkboxes appear for you to specify either the organization or the relationship as the parent.

• We removed the Parent org field from the Organization tab of an organization constituent record and the Edit organization details screen. You now work with parent organization information primarily through an organization's Relationships tab.

For more information about these enhancements, see the Constituents Guide.


Remove Members from Groups and CommitteesPreviously, when you deleted a group member from a group or committee, you were prompted to keep or discard the member’s history with the group or committee. Now group or committee members have end dates.

To remove a member from a group or committee and preserve the member’s history with the group, go to the Members tab of the group or committee, select the member and click Edit. You can enter an end date for the member. The member is no longer active with the group or committee, but the member’s history of activity with the group is preserved.

To remove a member from a group or committee and delete the member’s history, such as if you added the member by mistake, you can select the member and click Delete. This removes the member from the group or committee and deletes any history for the member with the group. For more information, see the Constituents Guide.

Revenue and Recognition Summary Split ViewOn the Revenue and Recognition page for an individual constituent who is also a member of a constituent household, the Revenue summary and Recognition summary tabs now display a split view. In split view, the individual’s data appears on the left and the household’s data appears on the right. For more information, see the Constituents Guide.

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Revenue Update BatchIn the Revenue Update Batch template, you can now select whether to automatically update tributes when users edit or adjust transaction amounts. This means that if a payment or pledge transaction amount is changed, regardless of whether it is posted, the tribute amount associated with the transaction updates proportionately. For example, if a pledge of $100 has an associated tribute of $30 that is changed to $70, then the tribute updates to $21. For more information, see the Batch and Import Guide.


Smart Query PermissionsYou can now set permissions for smart queries in addition to ad‐hoc queries. When you first save or configure the properties of a smart query, the Allow other users to modify this query checkbox now appears. To allow all other users to access and manage the query, select this checkbox. To allow only users in specific system roles to access the query, click the new Advanced permissions button. From the Assign query permissions screen, you can grant and deny access by system role as necessary.

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When you assign permissions to a query folder, the Allow other users to modify this query checkbox and Advanced permissions button also appear so you can configure default permissions for smart queries added to the folder. The program automatically applies the selected query permissions to any new smart queries added to the folder. To also apply the permissions to queries that already exist in the folder, select Apply default query permissions to existing queries. For more information, see the Query and Export Guide.

EventsThe new features listed in this section are most relevant to people who handle fundraising event planning and registration. Users who work in this area usually assigned either the Director of Development or Development Data Entry system role.

Warning: When you select Apply default query permissions to existing queries, the query permissions set apply as defaults and override the permissions configured for the queries currently within the selected folder. From an individual query, you can edit the permissions as necessary.

Note: The enhancements discussed in this section are for fundraising events, which are defined on the Events page. Fundraising events are different from scheduled events and preregistered events that defined on the Tickets page.


Event CoordinatorsYou can have more than one event coordinator on the Tasks/Coordinators tab of an event. Now you can mark one coordinator as the primary coordinator for the event. The primary coordinator is the one displayed in the event summary. If you change the primary coordinator, the corresponding information in the event summary also changes.

Finance & TreasuryThe new features listed in this section are most relevant to people who work in the business office and handle the financials within your organization. Users who work in this area usually assigned the Accounting Manager or Treasury Manager system role.

AccountsWe added the Account alias field to the Add an account screen. In the Account alias field, enter an alias to associate the account number in the system with the account number in your third party general ledger system. If you choose to use an account alias, the system uses the account alias in place of the account number in the following areas: pre‐post reports, post reports, exception reports, and post files for download. The account alias is used in these areas to ensure accuracy when you import data into your third party general ledger system. To access the Add an account screen, from the General ledger system setup page in Administration, click Define GL Accounts.

Account SegmentsWe made several enhancements to the Add an account segment screen:

• On the Add an account segment screen, we added “<No separator>” as an option in the Separator field. Use this separator if your third party general ledger system does not include a separator in the account number. You can also use this separator when an account segment is calculated by two different options in the Calculated by field.

• On the Add an account segment screen, we added “Constant Value” as a selection in the Calculated using field. You may want to use this for any account segment that always needs to return the same value for all general ledger accounts. Once you add an account segment based on “Constant Value,” you must map the segment to the value you wish to use. From the Edit mapping screen, specify a value in the Segment value field. Your selection here is used in GL distributions when the transaction mapping is defined to use an account code.

• You can now create more than one account segment using the same selection in the Calculate using field. For example, on the Add an account segment screen, you select “Designation” in the Calculated using field and save the account segment. You can then create a second account segment and select to calculate the segment using “Designation.” This is useful if your account segments are hierarchical and must use the same selection in the Calculated using field.

Define Fiscal YearsWe added a Define Fiscal Years link to the General ledger setup page. Before you add transactions, you must first establish fiscal years. When you click Define Fiscal Years, the Fiscal Years page appears. You can also access this page by clicking Fiscal years from Administration.

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Edit Account SegmentsYou can now edit the value in the Calculated using field. The new value you select is applied to future transaction calculations. Existing transactions are not affected.

Edit Account Segment MappingWe added the Edit all button on the Map Segment page for an account segment. From the action bar, click Edit all to access the Edit Account Segment Mapping screen. From here, you can edit segment values for multiple account segments at the same time.

General Ledger SetupWhen you click the General ledger setup link in Administration, you go directly to the General ledger setup page where you define your account structure and mappings. Previously, when you clicked General ledger setup, the Account systems page appeared. The Account systems page no longer appears in the program and, consequently, we no longer recommend you change the default account system name to your organization name because of the post report.

Journal CodesWe added the new Journal code link on the Post Revenue to GL page. Your organization may need to use a specific journal code in export files, pre‐post reports, and post reports. From the Post Revenue to GL page, click Journal code under Configuration in the explorer bar. The Edit journal code screen appears where you can enter a journal code.

Post File FormatsWe added two additional post file formats:

• Sage Peachtree® post format: This format is typically imported into Sage Peachtree®.

• Intuit QuickBooks® (IIF) post format: This format is typically imported into Intuit QuickBooks®.


Total Revenue ReportThe Total Revenue report shows all revenue earned through Altru, such as ticket sales, memberships, pledges, and donations. To view the report, from Revenue, click Total Revenue Report under Reports.

The report displays the amount of revenue earned by each category, such as admission tickets, donations, and taxes.

Unmapped Transaction SettingOn the General ledger setup page, we added the Unmapped transaction setting task under Configuration. Click this link to access the Edit setting for unmapped transactions screen. From this screen, select whether or not you want to allow revenue transactions to be created without a transaction mapping.

• When you select Do not allow revenue transactions to be created unless a transaction mapping exists for the transaction GL distribution, revenue transactions cannot be saved and posted unless a valid transaction mapping exists. To map transactions, click Define Transaction Mappings on the General ledger setup page.

• When you select Allow revenue transactions to be created without a transaction mapping by building the GL distribution with the GL account, the Account field is enabled. Click the search button at the end of the field to access the Account Search screen. The account you select is used as a temporary account for the missing transaction mapping.

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The account you select here is only temporary. To successfully save and post revenue transactions, valid transaction mappings must exist within all applicable offices. If these do not exist, an error is generated in the exception report for the post process. You may also receive an error during the post process due to unmapped segments or missing GL accounts.

Group SalesThe new features listed in this section are most relevant to people who configure group sales settings and manage group reservations. Users who work in this area are usually assigned the Group Sales Coordinator system role.

Quick Itinerary “No Default” OptionWhen configuring the quick itinerary pricing structure to use for a program, you can now select “No default.” Previously, you had to select either “Per ticket” or “Flat rate.” Pricing structures for group sales determine if groups will be charged on a per ticket basis or use a flat rate. When you set a default quick itinerary pricing structure for a program, the system will use that pricing structure and rate scale by default when the program is selected as a quick itinerary item on a group sales reservation. With the “No default” option, users can select the appropriate pricing structure needed at the time the group reservation is entered.

Online/WebsiteThe new features listed in this section are most relevant to people who configure and manage your web forms. Users who work in this area are usually assigned the Web Forms Administrator system role.


Title Bar of Web BrowsersYou can now edit the label that appears in the title bar of web browsers when users access your web forms. From Web, click URL and browser settings under Configuration and enter the label in the Page title field.

After you save the setting, the label appears in the title bar of web browsers when users access your web forms.

Customize Web Pages With Cascading StylesheetsTo more closely match the overall look and feel of your website, you can now use Custom Stylesheets (CSS) to customize the web pages that you create in Web. In the page designer, you still select default layouts, but you can now access a Stylesheet text editor to edit fonts, colors, backgrounds, and other properties.

Note: To effectively use custom stylesheets, you must have an advanced working knowledge of HTML. We strongly recommend that if you use this feature you have a qualified web developer on your staff.

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From Web, click Page designer under Configuration, and on the Colors & Styles tab, select Advanced colors and styles and click Edit stylesheet.

On this screen, you can directly edit the stylesheets that determine the fonts, colors, backgrounds, and other properties for your web pages. You can also insert HTML tags and apply styles to those tags.

In addition, you can edit properties for the web forms that your web pages display. To load the CSS selectors that allow you to edit the appearance of these web forms, click Insert CSS selectors.


You can access this screen multiple times to load the CSS selectors for multiple forms, and you can select Include defaults to include the default stylings for the forms.

Membership LevelsYou can now manage membership levels for the membership forms that you create in Web. For example, to offer a membership program online and exclude a Preferred Member membership level, you can approve the membership program for the web and then exclude the membership level.

On the Manage Membership Forms page, membership levels now appear along with their membership programs.

Just as with membership programs, a checkbox appears under Live on website for the membership levels that you include on membership forms. When you approve a membership program for the web, its membership levels are included by default and website users can select them on the web form for the membership program. In addition, the program generates a web form and URL for each individual membership level. To exclude a membership level from the membership program’s form and remove its web form from the website, select the membership level and click Exclude from website.

Note: When you save or apply changes on the Stylesheet text editor, they go into effect immediately and website users can view them when they access web forms. We recommend that you check the forms immediately after you edit the stylesheet to confirm that your changes have the desired effect.

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Allow Donors to Add Comments to Donation FormsYou can now add a Comments fields to donation forms to collect feedback from website users who make donations. On the Manage Donation Forms page, select a form and click Options. Under Donor options, select Allow comments.

After you save the donation form options, an Additional Information section appears on the donation form, and donors can enter comments in the Comments field.

Donor comments are saved as notes on the Documentation tab of the corresponding sales order record.

Program and Event Descriptions for Web FormsOn the new Web Forms tab that appears on program records and program event records, you can now enter a description to appear on web forms.


On a program record or program event record, select the Web Forms tab and click Edit. On the screen that appears, you can edit the description. Program events inherit descriptions from programs by default, but you can edit descriptions on event records to tailor them to particular events.

After you save a description, it appears on the program form.

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RSS Feed for Unresolved Online Sales OrdersOn the Unresolved Online Sales Order page, you can now click View RSS Feed to open a web browser and subscribe to an RSS feed.

After you subscribe, you can receive alerts when the program assigns the temporary “Unresolved” status to sales orders that your organization receives through web forms.

SecurityThe following security‐related enhancements are available in the Q1 2011 release of Altru. For more information about these features, see the Security Guide.

Cancel on Login ScreenAfter a user's session becomes inactive, the user is prompted to log back in to reactivate the session. Previously, this login screen had no Cancel button, so the user had to log back in. Now, if the user leaves or if the workstation is shared, you can click Cancel on the login screen to end the session.

Code Tables System RoleUsers assigned this role can view, add, and edit code tables from a central location in Administration. Code tables increase data entry speed and accuracy throughout the program. When users enter information into a field with a code table, they can quickly access a list of possible entries for that field.

However, users can also manually add an entry to a field with a code table. For example, when users add a new constituent phone number, one may enter “Cell Phone” as a phone type, another may enter “Mobile,” and yet another may enter “Cell.” All three designate the same phone type. To prevent inconsistency like this, a person assigned the “Code Tables” role can access the phone type code table and remove inconsistent phone types so only the accepted types appear as options in related fields.

Constituent View Only System RoleUsers assigned this role can search for and view information about constituents but cannot edit or delete information on constituent records. This view‐only role is intended for users who need to view constituent information but do not perform actual data entry or should not have the capability to change information on constituent records.

Documents

Q1 2011 New Features Guide