Numero CallTime for CRM Users
For CallTime App users who also have the Numero CRM
- How do I download and log in to the Numero CallTime CRM App from the App store or Google Play?
- How do I switch to another Numero Calltime App for CRM users account?
- How do I grant a volunteer call time only access to my platform?
- How do I filter and save a new calltime list?
- How do I add my volunteers to a calltime list?
- How do I access my call time lists?
- How do I change the columns I can view from the call time list?
- How do I edit an existing calltime list?
- How do I add someone (one off add) to a call time list?
- How do I remove (archive) someone on a call time list?
- How do I restrict who can see which call time lists?
- How do I create and edit text and email templates?
- How do I create and edit call result options?
- How do I edit a contact from the Call Time List in the CRM?
- How to I add a photo to a donor in the App and/or CRM?
- How can I change my outgoing phone number in my App?
- How do I search for a contact in a call time list?
- How do I edit the donor information in the app?
- How do I see a donor’s ask, ask notes, and open pledges in the app?
- How do I see a donor’s past interactions and contributions in the app?