Donor constituency not granted for donations

While reviewing constituent records in Altru you may notice that some constituents are not granted the donor constituency even though they have made donations in Altru through pledges, stand-alone donations, or recurring gifts
In Altru, the donor constituency will be granted based on the revenue and transaction types included in your default reporting filters. If a particular revenue or transaction type is not in the reporting filters, Altru will not grant a donor constituency on the constituent's record for that type of revenue or transaction.

To review the revenue and transaction types included in your default reporting filter:
  1. Click Revenue > Reporting filters
  2. Click the arrow next to your default revenue filter > click edit
  3. Mark the corresponding payment and revenue type that should grant a donor constituency in Altru
    User-added image

Environment

 Altru Arts & Cultural

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