Donor CRM
- 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?
- How can I pause my contribution form?
- What categories can I utilize in my platform?
- New Year, New Domains! 🔍
- Where can I find more information about my Numero billing and payments?
- How do I bulk import contributions?
- How do I bulk import data into the CRM?
- How do I bulk import contacts?
- How do I bulk import interactions?
- How do I see which calltime lists a contact is on?
- How do I bulk apply interactions, contributions, or pledges from a calltime list?
- How do I add an amount to my interaction?
- How do I grant a volunteer call time only access to my platform?