Donor CRM
- How do I add an amount to my interaction?
- How do I add an existing template to a calltime list?
- How do I add contacts who have no First or Last Name OR an Incomplete Name into my database?
- How do I add pronouns to my contacts?
- How do I add, remove, or edit a user?
- How do I archive a piece of contact information?
- How do I assign an Origin Code to a contact?
- How do I associate contacts from a contacts profile?
- 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 contact details (e.g. notes, contact code, employer)?
- How do I bulk edit contribution details (e.g. batch, designation)?
- How do I bulk edit interaction details (e.g. result, team member)?
- How do I bulk edit my activity notes?
- How do I bulk edit pledge (e.g. status, commitment) details?
- How do I bulk import contacts?
- How do I bulk import contributions?
- How do I bulk import data into the CRM?
- How do I bulk import interactions?
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