Donor CRM
- 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?
- How do I cancel recurring contributions?
- 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?
- How can I reattribute a contribution?
- How do I segment my contacts with And / Or filter groups?
- How do I Filter by Number of Contributions, Interactions, or Pledges?
- How do I duplicate my contribution form?
- How do I deactivate and reactivate my contribution form?