Numero Knowledge Base
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Donor CRM

  • How do I duplicate my contribution form?
  • How do I export a list?
  • 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?
  • How do I filter my contacts by address info?
  • How do I filter my contacts by ask or ask notes?
  • How do I filter my contacts by associated contacts?
  • How do I filter my contacts by bio or notes?
  • How do I filter my contacts by contribution?
  • How do I filter my contacts by email or phone?
  • How do I filter my contacts by employer or occupation?
  • How do I filter my contacts by interaction?
  • How do I filter my contacts by VANID?
  • How do I filter my contacts to see open pledges?
  • How do I filter my contacts, interactions and contributions by Created Date?
  • How do I filter my dashboard by member code?
  • How do I filter my Soft Credits?
  • How do I filter using contact codes?
  • How do I find contacts for Householding?
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Categories

  • Call Time App (Google Sheet Users)
  • Electables- For Campaigns
  • Tips and Tricks from Team Numero Customer Success
  • Numero CallTime for CRM Users
  • Donor CRM
  • Numero Events (RSVP Forms)
  • Payment Processing
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