What is a primary form?

While a primary form is usually the form in your Numero Payment Processing platform that you'll do the most fundraising through, it is also the form that defaults when selecting a contribution form anywhere in the CRM. 

For example, you may be building a calltime list and the primary form will default when filling out the list details. You can switch to another form by selecting the dropdown and choosing an alternate form. 

The primary form is also utilized when you generate a SpeedyGive™ link from a contact's profile. You can switch to another form by selecting the dropdown and choosing an alternate form. 

To locate your primary form, select the Contribution Form tab. The primary form will be located at the top of your forms and will include a checkmark. To change the primary form select the three dots to the far right of the form and select Mark Primary.