Post on 20-Aug-2018
transcript
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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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
8
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.
15
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.
16
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 .
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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.
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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.
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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.
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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