Donor CRM
- How do you match named and nameless contacts?
- How do I add contacts who have no First or Last Name OR an Incomplete Name into my database?
- How can I pause my contribution form?
- How can I schedule exports?
- Report a Technical Issue
- How do I edit my account settings?
- How do I limit the number of contacts in my list?
- What demographic characteristics does Numero hold?
- How do I set up my bank account in Numero?
- How do I cancel recurring contributions?
- How do I schedule a CRM training?
- How do I quickly search for a contact and all contact history?
- Closeout Checklist
- How do I issue a Numero refund?
- Where can I find more information about my Numero billing and payments?
- How can I store my data with Numero?
- How do I restrict a user from exporting?
- How do I restrict a user from importing?
- How do I add, remove, or edit a user?
- How do I select the information that is visible in a filtered list?