Numero Knowledge Base
  • Contact
  • Contact

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)?
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7

Categories

  • Donor CRM
  • Numero CallTime for CRM Users
  • Payment Processing
  • Action Pages
  • Numero Events (RSVP Forms)
  • Communications Center- Text
  • Communications Center- Email
  • Numero Unclassified
  • Tips and Tricks from Team Numero Customer Success
No results found

© Numero, Inc. 2025. Powered by Help Scout