Donor CRM
- Where can I find more information about my Numero billing and payments?
- How do I restrict a user from exporting?
- How do I restrict a user from importing?
- How do I select the information that is visible in a filtered list?
- How do I use member codes?
- How Can I Manage my Reference Codes?
- How do I add a singular interaction?
- How do I export a list or a filtered search?
- How do I locate a SpeedyGive™ link from a profile?
- How do I assign an Origin Code to a contact?
- How do I create a raiser on my contribution form?
- How do I create a manual refund in my CRM?
- How do I Find Matching / Duplicate Contacts in My CRM?
- How do I create contact codes on an individual's profile, via bulk actions, or via bulk import?
- How do I export my codes?
- How do I create, edit and categorize my codes?
- How do I bulk edit contribution details (e.g. batch, designation)?
- Numero Key Terms
- How do I add pronouns to my contacts?
- Why and How do I Use a Custom Domain for my Contribution Form URLs?