Donor CRM
- How do I Find Matching / Duplicate Contacts in My CRM?
- How do I find my ghosted contributions?
- How do I grant a volunteer call time only access to my platform?
- How do I highlight individual contributions in a contact's giving history record?
- How do I include and exclude one off contacts in a filtered list?
- How do I issue a Numero refund?
- How do I locate a SpeedyGive™ link from a profile?
- How do I locate my import?
- How do I manually fulfill a pledge?
- How do I mark a piece of contact info as invalid?
- How do I merge duplicate contacts?
- How do I quickly search for a contact and all contact history?
- How do I quickly view my pending payouts?
- How do I remove a user and transfer their records to someone else?
- How do I retroactively add a raiser to a contribution?
- How do I save a list?
- How do I schedule a CRM training?
- How do I segment my contacts with And / Or filter groups?
- How do I select the information that is visible in a filtered list?
- How do I set up my bank account in Numero?