Donor CRM
- 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?
- 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?
- What contributions do I need to manually upload to maintain my CRM?
- Can I view my deactivated contacts?
- How do I remove a user and transfer their records to someone else?
- How can I bulk associate contacts to an organization or employer?
- What is a primary form?
- What happens when a donor initiates a dispute or chargeback?
- How do I find contacts for Householding?
- How do I use Soft Credits?
- How do I create an automated calltime report?