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?