Donor CRM
- 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?
- How do I filter my Soft Credits?
- How do I update an ask amount for a donor?
- How do I filter my contacts, interactions and contributions by Created Date?
- How do I create an automated pledge report?
- How do I quickly view my pending payouts?
- How do I update my Numero user settings?
- What can I do in the pledges tab?
- How do I filter my contacts by associated contacts?
- How do I switch accounts?
- How do I set up payment processing notifications?