Donor CRM
- How I denote validated contact info like emails and phone numbers?
- How do I deactivate a contact?
- Why and How do I Use a Custom Domain for my Contribution Form URLs?
- How to Sort Columns in your Contacts, Interactions, Pledges, and Contributions Tabs
- How do I bulk update counties?
- How do I create or edit my contribution page?
- When should I use designations?
- How We Prioritize the Buildout of New Features
- June 2023 Form Editor Updates
- How do I bulk edit pledge (e.g. status, commitment) details?
- How do I bulk edit interaction details (e.g. result, team member)?
- How do I merge duplicate contacts?
- How do I bulk edit my activity notes?
- Report a Bug
- How do I change the email address (username) I sign in with?
- What categories can I utilize in my platform?
- New Year, New Domains! 🔍
- How do I bulk import contributions?
- How do I bulk import data into the CRM?
- How do I bulk import contacts?