Create a sync operations note type
Whenever your organization performs a data sync, it’s important to track what operations were carried out on a constituent record. To do this effectively, you can use a note type specifically created for tracking sync activity.
Step 1: Log in to Altru
- Log in to Altru.
- Click on “Administration”.
- Click on “Code tables”.
Step 2: Create the note type
- Filter the category of the note type to Biographical.
- Click on "Apply" for the filter to take effect.
- Click on “Constituent note type” under the "Code table name" column.
- Click on “Add”.
- Enter the description for your note type, then click "OK”.
- Example: "Sync Operations - Data Bridge - SGS".
You now have a newly created note type to add to a particular constituent record.
Learning how to create a note type in Altru is beneficial to your organization because it helps record the operations that happened in particular constituent information. It is useful as it gives the history of all the operations done on a particular record.