Donor CRM
- How do I add an existing template to a calltime list?
- 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 add a source code to a contribution?
- How do I setup 2FA on my account?
- 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?
- How I denote validated contact info like emails and phone numbers?
- Why and How do I Use a Custom Domain for my Contribution Form URLs?
- How do I create or edit my contribution page?
- When should I use designations?
- How We Prioritize the Buildout of New Features
- June 2023 Form Editor Updates
- How do I bulk edit my activity notes?
- What categories can I utilize in my platform?
- New Year, New Domains! 🔍
- How do I bulk import contributions?