Donor CRM
- How can I view all of my contacts who are missing a phone number, email, address, etc?
- How do I save a list?
- How do I bulk edit contact details (e.g. notes, contact code, employer)?
- How do I create a raiser on my contribution form?
- How do I create a manual refund in my CRM?
- How do I add an existing template to a calltime list?
- How do I schedule a CRM training?
- How do I Find Matching / Duplicate Contacts in My CRM?
- How do I create contact codes on an individual's profile, via bulk actions, or via bulk import?
- How do I add a source code to a contribution?
- How do I setup 2FA on my account?
- How do I add a singular contact?
- How do I set up my bank account in Numero?
- How do I export my codes?
- How do I create, edit and categorize my codes?
- How do I bulk edit contribution details (e.g. batch, designation)?
- Numero Key Terms
- How do I add pronouns to my contacts?
- How do I filter my contacts by address info?
- How do I filter my contacts by email or phone?