Numero CallTime for CRM Users
For CallTime App users who also have the Numero CRM
- How do I add my volunteers to a calltime list?
- How do I limit the number of contacts in my list?
- How do I add someone (one off add) to a call time list?
- How do I add an existing template to a calltime list?
- How do I edit a contact from the Call Time List in the CRM?
- How can I view and filter my call time results post call time?
- How do I apply a member code to a calltime list?
- How do I log an interaction, including call results, notes, and pledges, from the App?
- Where can I find more information about my Numero billing and payments?
- How do I bulk delete, archive and manage calls from a calltime list?
- How do I remove (archive) someone on a call time list?
- How do I move between profiles in calltime mode?
- How do I switch to another Numero Calltime App for CRM users account?
- How to I add a photo to a donor in the App and/or CRM?
- How do I edit the donor information in the app?
- How can I build a calltime list with individual contacts instead of using filters?
- How do I archive or delete a calltime list?
- How do I see a donor’s ask, ask notes, and open pledges in the app?
- How do I restrict who can see which call time lists?
- How do I view my recurring contributions?