Donor CRM
- How do I archive a piece of contact information?
- How I denote verified contact info like emails and phone numbers?
- How do I bulk import interactions?
- How do I bulk import contacts?
- How do I bulk import contributions?
- How do I save a list?
- How do I bulk edit contact details (e.g. notes, contact code, employer)?
- How can I view all of my contacts who are missing a phone number, email, address, etc?
- How do I include and exclude one off contacts in a filtered list?
- How do I use SpeedyGive™ in call time?
- How can I rank my contacts in my database?
- When should I use designations?
- How do I bulk edit my activity notes?
- How do I setup 2FA on my account?
- How do I add a source code to a contribution?
- How do I add an existing template to a calltime list?
- How do I set up my bank account in Numero?
- 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)?