Donor CRM
- How do I change or edit a contact type?
- How do I change the email address (username) I sign in with?
- 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, via bulk actions, 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?
- How do I duplicate my contribution form?
- How do I export a list or a filtered search?
- How do I export my codes?
- How do I export my emails for upload into my email service provider?
- How do I filter and view all of my reattributed contributions?
- How do I Filter by Number of Contributions, Interactions, or Pledges?