Donor CRM
- How do I find contacts for Householding?
- How do I filter my Soft Credits?
- How do I update an ask amount for a donor?
- How do I filter my contacts, interactions and contributions by Created Date?
- How do I create an automated pledge report?
- How do I update my Numero user settings?
- What can I do in the pledges tab?
- How do I filter my contacts by associated contacts?
- How do I switch accounts?
- How do I schedule a CRM training?
- How do you match named and nameless contacts?
- How can I schedule exports?
- Report a Technical Issue
- How do I limit the number of contacts in my list?
- What demographic characteristics does Numero hold?
- How do I quickly search for a contact and all contact history?
- Closeout Checklist
- How do I restrict a user from exporting?
- How do I select the information that is visible in a filtered list?
- How do I use member codes?