New Features Guide

10/15/2014 Blackbaud Altru 3.18 New Features US

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NewFeatures-2014

New Features forBlackbaud Altru 3.18Security 1

Administration 3

Constituents 3

Query and Export 7

Sales 10

Before you use the new Blackbaud Altru features released in Novmeber 2014, we recommend that you reviewthe information in this guide. It will help you and any other Altru users in your organization get themost fromthe enhancements we introduced.

SecurityWe added several system roles to Security.

Calendar ViewOnly System RoleWe added a system role that provides users with view only rights to the organization calendar. This role is usefulfor people at your organization, such as a security guard, who need to view the calendar without adding orediting events.

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Restricted Constituent Revenue RoleWe added the Restricted Constituent Revenue system role to restrict the ability of some users to viewconstituent giving history. For example, you may want to restrict this information from ticket sellers orvolunteers who perform data entry.Users in this role cannot view revenue, pledges, or appeals on individual and household constituent records.They are also limited to only viewing reports that include summarized or totaled revenue data.

Note: The Restricted Constituent Revenue role must be used in combination with other roles because it doesnot grant any features by itself; it only denies features that are granted by other roles.

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AdministrationThe following Administration enhancements are available in Altru 3.18. For more information about thesefeatures, see the Administration Guide.

Filter the Organization Calendar by Event TasksWhen you use the Events filter for the organization calendar, you can now select Show tasks to include theevent's related tasks. Select Include completed tasks to also include completed tasks related to the event.

ConstituentsThe following Constituents enhancements are available in Altru 3.18. For more information about these features,see the Constituents Guide.

Constituent TabsAs part of our ongoing efforts to make constituent information easier to find, we added additional tabs to theconstituent record.

Vendor TabPreviously, to view a constituent as a vendor, you clicked View as Vendor. Now the constituent record includes aVendor tab.

Note: This tab only displays information about event vendors, not merchandise vendors.

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History TabOn the newHistory tab, you can view the changes and revisions made to the constituent record and how theconstituent originated. To access this information previously, you clicked History, underMore information.

Volunteer TabPreviously, to view information about a constituent's volunteerism, you clicked View as volunteer. Theconstituent record now has a Volunteers tab which includes all related volunteer information, such as the typesof volunteerism the constituent has provided and their availability.

Events TabThe new Events tab appears for constituents registered for special or preregistered program events.

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Corporate Info TabFor organization records, the new Corporate Info tab includes information about the organization's structure. Toview this information in earlier versions, you clicked History, underMore information.

Committee TabFor committee records, the new Committee tab displays information you accessed previously by clicking View asCommittee. On the Committee Summary, Fundraising Goals, Committee Goals, and Events sub-tabs, you canview details about events managed by the committee and track the progress of committee goals.

Note: The Committee Goals and Fundraising Goals tabs appear only for committees that can set goals. To allowa committee to set goals, when you add or edit the committee, select Can set committee goals and Can solicitrevenue and set fundraising goals.

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Bank TabOrganizations added from theManage Bank Accounts page of Financials now have a Bank tab. The General sub-tab includes the default routing number and the Accounts sub-tab includes bank account information.

Mark a Constituent Deceased or InactiveYou can nowmark a constituent as deceased or inactive from the Personal Info tab on the constituent record.For organization records, the option to mark the organization as inactive is now on the Organization Info tab.Previously, these options were located under Tasks.

Specific Date Range Filters on the Revenue and RecognitionHistory TabsTo improve performance and to give you a more precise view of information on the Revenue History andRecognition History tabs of a constituent, you can now filter by "Specific date range" and select the exact startand end dates to use. Previously, you could filter by fuzzy dates only, such as "Last month" or "This calendaryear."

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Query and ExportThe following Query enhancements are available in Altru 3.18. For more information about these features, seetheQuery and Export Guide.

OpenData ProtocolYou can now use Open Data Protocol (OData) to consume, share, and manipulate data you query from theprogram.OData is a data access protocol designed to provide standard access. This format can then be consumed byother programs, allowing you to further segment, manipulate, and create visual representations of the data.When you create a query in Altru, you can now access the data from that query in OData format. On theInformation Library page, expand the query you want to use and click Get OData Link. Then, you can useMicrosoft Excel 2010,Microsoft Excel 2013, or Tableau to consume that data.

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You can share dashboards and charts created with OData with any user, regardless of their Blackbaudpermissions. However, because users must enter their Blackbaud credentials when they consume the data, anydata refreshes respect the user's security permissions.

Set Up OData ConnectionWarning: Only users proficient withMicrosoft Excel should set up the OData connection.

Before you can use OData, you must set your application root URL. From Administration, click Set applicationroot URL under Configuration.

The root URL must be in this format: https://[Server name]/[Virtual directory name]. You can find your root URLin the browser address bar when you are logged into Altru. The portion of the URL before /webui is your rootURL. It will be similar to the example shown below.

OData in Microsoft Excel 2010InMicrosoft Excel 2010, you can generate pivot tables using the OData information.

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Note: If you do not already have it, you must first instal the power pivot add-in to Excel. From theMicrosoftOffice Downloads page, download the add-in and install it. Most users have the 32-bit version of Excel, so werecommend that you download that version of the add-in, unless you know that you are using a differentversion. If you are not sure, to see your version in Excel, click File, Help.

1. From the PowerPivot ribbon, click PowerPivot Window.

2. On the PowerPivot screen, click From Data Feeds under Get External Data.

3. In the Friendly connection name field, enter a descriptive name for your data feed, such as "BlackbaudCRM."

4. In theData feed URL field, paste the URL you got from your query in Altru.

5. Click Advanced. On this screen, enter your Blackbaud CRM user name and password and click OK.

6. Click Next, and select ODataQuery.ashx as the source table.

7. Click Finish.

8. Once the import is complete, click Close. You can nowmanipulate and explore your data in the powerpivot.

OData in Microsoft Excel 2013InMicrosoft Excel 2013, you can create power views using the OData information.

Note: If this is your first time using OData in Excel, click Options and make sure you have the Power View add-in. Select "COM Add-ins." Then, select Power View andMicrosoft Office PowerPivot for Excel 2013 and clickOK.

1. From the Data tab, select From Other Sources/From OData Data Feed.

2. Paste the URL you got from your query in Altru and enter your credentials.

3. Click Next.

4. Check the "ODataQuery.ashx" checkbox.

5. Click Next.

6. You can enter a description and change the name if you prefer.

7. Click Finish, and then click OK to import the data.

8. On the Import Data screen, select "Power View" and click OK. You can now use Excel to create charts anddashboards of your data.

OData in TableauIn Tableau, you can create dashboard using the OData information.

1. From Data, click Connect to Data.

2. Select "OData."

3. In the Select or enter a URL field, paste the URL from your query.

4. On Step 2, select Use a Username or Password and enter your Altru credentials.

5. On Step 3, click Connect.

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6. On Step 4, enter a name for the feed.

7. Click OK.

SalesThe following Sales enhancements are available in Altru 3.18. For more information about these features, see theSales Guide.

Mark anOrder Tax ExemptSales can be tax exempt under certain circumstances. For example, when patrons from tax exempt statespurchase goods and have them shipped to their home or when government employees buy materials for workpurposes. To remove taxes from a sale in previous versions, you had to use a workaround, such as disable thetax entity, complete the sale, then make it active again. Now, you can easily remove taxes directly from a salesorder.

Note: A guest services or group sales manager must configure reason codes before you can make an order taxexempt. From the Code Tables page in Administration, select the Sales Order Tax Exempt Reason code table inthe Ticketing category.

For daily and advance sales, a new Remove button appears next to Taxes in the Order summary.

For group sales, you can remove taxes on the reservation record under Pricing and Other adjustments.

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When you click Remove, the Tax exempt screen appears.

SelectMark tax exempt and select a reason. (Guest services and group sales managers can also enter newreason codes in the Reasons field.) In the Comments field you can enter additional information about the reasonfor exemption. Click Save. When you return to the sales order screen, the tax amount now says "Tax exempt"and the balance due is updated. Taxes are removed from the entire daily, advance, or group sales order.

Note: You cannot remove taxes after an order is complete.

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Before an order is complete, you can click Edit to remove the tax exemption or edit the reason and comments.After the order is complete, you cannot remove the tax exemption, but you can still edit the reason andcomments.

Date Filter for Preregistered Program Check InThe Preregistered Program Check In now includes date filter so you can check in events on dates other thantoday.

Number of Children and Add-ons on Daily Sales PageTo make it easier to verify membership details when checking in guests, the Daily Sales page now includes thenumber of children specified on themembership and any add-ons purchased with themembership, such as aparking pass or affiliate group membership.

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