Donor CRM
- 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 pause my contribution form?
- 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 limit the number of contacts in my list?
- How do I select the information that is visible in a filtered list?
- How do I use member codes?
- How Can I Manage my Reference Codes?
- How do I add a singular interaction?
- How do I export a list or a filtered search?
- How can I rank my contacts in my database?
- How do I locate a SpeedyGive™ link from a profile?
- How do I use SpeedyGive™ in call time?