Numero Knowledge Base
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Donor CRM

  • 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 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?
  • How We Prioritize the Buildout of New Features
  • June 2023 Form Editor Updates
  • What categories can I utilize in my platform?
  • New Year, New Domains! 🔍
  • How do I bulk import data into the CRM?
  • How do I see which calltime lists a contact is on?
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  • Donor CRM
  • Numero CallTime for CRM Users
  • Payment Processing
  • Action Pages
  • Numero Events (RSVP Forms)
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  • Communications Center- Email
  • Numero Unclassified
  • Tips and Tricks from Team Numero Customer Success
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