Donor CRM
- How Can I Manage my Reference Codes?
- How do I bulk edit contribution details (e.g. batch, designation)?
- Numero Key Terms
- How do I add pronouns to my contacts?
- How do I use SpeedyGive™ in call time?
- How do I add an existing template to an existing calltime list?
- How do I filter my contacts by address info?
- How do I filter my contacts by email or phone?
- How I denote validated contact info like emails and phone numbers?
- How do I deactivate a contact?
- Why and How do I Use a Custom Domain for my Contribution Form URLs?
- Closeout Checklist
- How to Sort Columns in your Contacts, Interactions, Pledges, and Contributions Tabs
- How do I bulk update counties?
- How do I create or edit my contribution page?
- When should I use designations?
- How We Prioritize the Buildout of New Features
- June 2023 Form Editor Updates
- How do I bulk edit pledge (e.g. status, commitment) details?
- How do I bulk edit contact details (e.g. notes, employer)?