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Donor CRM

  • How do I bulk apply interactions, contributions, or pledges from a calltime list?
  • How do I bulk associate contacts?
  • How do I bulk delete, archive and manage calls from a calltime list?
  • How do I bulk edit my activity notes?
  • How do I bulk import data into the CRM?
  • How do I bulk source code my ActBlue contributions?
  • How do I cancel recurring contributions?
  • How do I change or edit a contact type?
  • How do I create a manual refund in my CRM?
  • How do I create a raiser on my contribution form?
  • How do I create an automated calltime report?
  • How do I create an automated contributions report?
  • How do I create an automated pledge report?
  • How do I create contact codes on an individual's profile or via bulk import?
  • How do I create or edit my contribution page?
  • How do I create, edit and categorize my codes?
  • How do I customize my dashboard dates?
  • How do I deactivate a contact?
  • How do I deactivate and reactivate my contribution form?
  • How do I download my weekly contribution payout file?
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Categories

  • Call Time App (Google Sheet Users)
  • Electables- For Campaigns
  • Tips and Tricks from Team Numero Customer Success
  • Numero CallTime for CRM Users
  • Donor CRM
  • Numero Events (RSVP Forms)
  • Payment Processing
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