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Altru 4.4 New Feature Training

Published byLaura Schräder Modified over 6 years ago

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Presentation on theme: "Altru 4.4 New Feature Training"— Presentation transcript:

1 Altru 4.4 New Feature Training

2 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

3 Email Itemized Receipts from DS

4 Configure Receipt Printing

5 Recurring Gifts Enhancements

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

7 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

8 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.

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

10 Additional Enhancements
Expand/Collapse Query Folders

11 Additional Enhancements
Customize KPI Dashboard

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

13 What’s Coming Next? Register today! Altru Roadmap Review
August 20th, 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!

14 Resources New Features Page
New Features User Guide Videos Choosing Receipt Types Enabling Itemized Receipts for Altru Daily Sales Configuring Recurring Gift Payment Handling in Altru

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