Altru 4.4 New Feature Training

Slides:

Advertisements

Similar presentations

Click to continue click to go the web site click to End Show Three minutes that could save your life er123.com Universal, Multilingual Electronic Records.

Advertisements

Microsoft ® Office OneNote ® 2007 Training Using your Notebook to its fullest potential Kent School District presents:

Module 2 Navigation.     Homepage Homepage  Navigation pane that holds the Applications and Modules  Click the double down arrow on the right of.

©2008 TTW Where “Lean” principles are considered common sense and are implemented with a passion! Product Training Commissions.

Guide to My NetTeller. My NetTeller Provides a dashboard style view of NetTeller Options. An alternative, customizable landing page for the end-user.

e-Pledge Donor Registration Input employee work Input code Then click Register.

Accounts Payable–1099 Processing 1Freedom Systems – Accounts Payable – 1099 Processing WELCOME TO THE ACCOUNTS PAYABLE – 1099 PROCESSING WEBINAR WE WILL.

User Guide. Service Benefits  Full on-line management of client accounts  Paperless direct debit – no signatures required  Standing orders fixed not.

Walker & Company, CPAs, P.C. Your Day-to-Day Business Bookkeeping Solution CBS Click to Continue Presented by: Walker & Company, CPAs, P.C.

Page 1 of 27 Accessing the Work in Progress folder allows you to review, edit or withdraw and track bid request(s). Welcome To the ETS – Change Bid Request.

Customer Service Module Course Contents Table of Contents Enter A Request Search A Request Create Invoice (Funeral home request) Search Invoice Manage.

CiviContribute. This Week's Agenda CiviContribute is an online fundraising and donor management component which enables you to track and manage contributions.

ACT PRO SERVICES Your Day-to-Day Business Bookkeeping Solution CBS Click to Continue Presented by: Act Pro Services.

1 Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 5: Navigation in OBIEE – Touring the Catalog Page.

1 CA201 Word Application Creating Forms Week # 10 By Tariq Ibn Aziz Dammam Community college.

Your Firm Name Here Your Day-to-Day Business Bookkeeping Solution CBS Click to Continue Presented by: Your Firm Name Here.

What is Dropbox ?– Dropbox is a file storage site which gives you an easy way to save your documents, files, and presentations online and access them from.

Diabetes.org/stepout1-888-DIABETES Step 1:Go to diabetes.org/stepout Step 2:Click on the “Join Team” link. If starting a Team Click on “Start a Team” link.

131 Agenda Overview Review Roles Lists Libraries Columns.

IdentiTrip 2006 Our Skills Making your Job Easier.

Renewing Membership 1.Receive Log In and Password Information 2.Go to and Click on Link Apply/renew onlinewww.upha.org/membership.html.

Advanced User Guide to Outlook and all its features.

MSM Computer Orientation PowerSchool MSM Web Page SchoolFusion/Class Pages.

2013.  Modify QuickBooks Preferences  Customize QuickBooks Menus and Windows  Customize the Icon Bar and Display Settings  Use the Item List and Other.

GIVE. ADVOCATE. VOLUNTEER. UnitedWay.org Online Pledging Process Panama Payroll Employees.

SALESFORCE.COM SALESFORCE.COM

OUTLOOK: Did you know you could…? Manage meetings and check the availability of other users? Customize the look of your inbox and other folders? Do a Mail.

Activating Clarity  Activating Clarity  Activation  Online Activation  Fax Activation  Review and Verify Activation and License Terms  Updating.

Create a New Layaway in the LayThisAway System A step-by-step guide to creating a new Layaway in the LayThisAway System.

Basics Training 2 Moodlerooms at Mt. SAC. OLSC.mtsac.edu – Contact us Online Learning Support Center Team.

To access our web services, go to……. Click on Customer Login.

EDExpress Training Presented by Doug Baldwin – CPS/SAIG Technical Support Bob Berry – U.S Department of Education/FSA.

Customers and Sales Controlled Online Accounting.

IdentiTrip 2006 Key Features & Benefits All data imported from MIS system Quick MIS upload annually for new intake and class changes No manual input of.

Welcome to State of Michigan Time & Expense Processing Employee Expense Modification (No Advance) Tutorial Brought to you by the Office of Financial Management.

Interested In Online Giving Visit our parish website smcr.orgsmcr.org and click here.

Operational Flow Chart of Focus Plus: The Institute/ Coaching / Computer Center Management software Create a new company Change Financial Year if Required.

© 2011 CenturyLink, Inc. All Rights Reserved. Not to be distributed or reproduced by anyone other than CenturyLink entities and CenturyLink Channel Alliance.

X2VOL.com Katy HS Student First-Time Login August 2015.

Forms Manager. What is Forms Manager? Forms Manager is a completely new online form creation and form data management tool.

Layaway Management A step-by-step guide to managing your LTA Layways in the LayThisAway System.

Telemarketing Module. Phase 1 Complete Telemarketers need the ability to process a variety of transactions in the Engaging Networks dashboard: Donations.

Chapter 11 Collaboration Features for Workbooks Microsoft Excel 2013.

OWA Basic Training. Topics Mail Logging into OWA Navigating mailbox: Reading messages New messages New mail folders Reply/Forward/Print/Delete Mark, Flag,

@GPUG WHAT’S NEW IN DYNAMICS GP 2016 ? Presented by Beat Bucher, Dynamics GP MVP 1 Tweet During today’s #GPUG, #GPUG.

Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Agilon Fundraising Solutions Automating Online Gifts,

New features coming in May 2015 Mark Hill. Rollout schedule  May 5Release notes available  May 5Delivery to select test banks  May 19Planned delivery.

Generate an Invoice. Step 1 To generate an invoice, first select a record from the Home Page.

Agilon Fundraising Solutions technology for advanced nonprofits. Agilon Fundraising Solutions Using eMarketing.

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Agilon Fundraising Solutions.

Rewards and Recognition Program Train the Trainer

Getting Started With Supplier 360

Web Application User Guide

Working With Bank Accounts

Total Gift Amount Gift Distribution Section.

September VinConnect Release Notes

Welcome To: Outlook Day 1

2018 Technology Roadmap.

Broker Portal Training. Broker Portal Training.

Ready, Set, GoTransactions

Allied Payment’s FI Admin Research and Dashboard Review

Activating your account and navigating through TIDE

© 2016 Blackboard Inc. All rights reserved..

Allied Payment’s FI Admin Dashboard Overview and Reports

Lippincott’s Nursing Procedures and Skills

CBS Your Day-to-Day Business Bookkeeping Solution

BANNER 9 Navigation Fundamentals

Projector November 2014 Release Overview

Pennsylvania Oil & Gas Landowners Alliance

Presentation transcript:

Altru 4.4 New Feature Training

What’s New? Email Receipts from Daily Sales Recurring Gifts Enhancements Gift Fields for Membership Card Letters Ability to hide message on Membership Web Forms Pledge Installment Improvements NEW Opportunity Tile on Constituent Record Expand & Collapse Query Folders Customize KPI Dashboard

Email Itemized Receipts from DS

Configure Receipt Printing

Recurring Gifts Enhancements

Additional Enhancements Gift Membership Merge Fields GiftFrom GiftMessage DeliverTo GiverAddress GiverCity GiverState GiverZip GiverPrimaryAddressee GiverPrimarySalutation GiverEmailAddress PrimaryMember

Additional Enhancements Hide Gift Message Field on Membership Web Forms 1. From Web, Manage Membership Forms 2. Click the down arrows to expand the membership web form 3. Click Options 4. Clear the checkbox next to Gift Message

Additional Enhancements Pledge Installment Improvements Value in Installment amount field constituently reflects the most recently amount entered The values in the installment amount, # of installments and # installments remaining fields are accurately calculated in the pledge installments grid The # of installments and # installments remaining fields represent the number of installments that are not fully paid When you edit installment designations and enter different values, the value in the installment amount field consistently represents the earliest installment amount that is not fully paid.

Additional Enhancements NEW Opportunities Tile on Constituent Record Note: This is only available if you have the Prospects Module

Additional Enhancements Expand/Collapse Query Folders

Additional Enhancements Customize KPI Dashboard

What’s Coming Next? Email Receipts from Advance Sales Bulk Delete Events Locations on Organizational Calendar More Windows 10 & MS Edge Testing

What’s Coming Next? Register today! Altru Roadmap Review August 20th, 2015 @ 1pm ET Join the Altru Team for the quarterly installment of the Altru Roadmap Review. We’ll recap what we’ve been working on over the past quarter and provide updates on the what’s up next for Altru product development. Register today!

Resources New Features Page https://www.blackbaud.com/howto/altru-newfeatures.aspx New Features User Guide https://www.blackbaud.com/files/support/guides/ac/altrunew.pdf Videos Choosing Receipt Types Enabling Email Itemized Receipts for Altru Daily Sales Configuring Recurring Gift Payment Handling in Altru