Numero Knowledge Base
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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?
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