Donor CRM
- How do I add a singular contact?
- How do I bulk edit pledge (e.g. status, commitment) details?
- How do I bulk edit interaction details (e.g. result, team member)?
- How do I bulk update counties?
- How to Sort Columns in your Contacts, Interactions, Pledges, and Contributions Tabs
- How do I deactivate a contact?
- How do I filter my contacts by address info?
- How do I filter my contacts by email or phone?
- Voicemail Drop Best Practices
- How do I edit my account settings?
- How do I merge duplicate contacts?
- How can I reattribute a contribution?
- How can I store my data with Numero?
- How do I change the email address (username) I sign in with?
- How do I add, remove, or edit a user?
- How do I add contacts who have no First or Last Name OR an Incomplete Name into my database?
- Can I view my deactivated contacts?
- What is a primary form?
- How can I bulk associate contacts to an organization or employer?
- How do I find contacts for Householding?