Numero Knowledge Base
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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?
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Categories

  • Call Time App (Google Sheet Users)
  • Electables- For Campaigns
  • Tips and Tricks from Team Numero Customer Success
  • Numero CallTime for CRM Users
  • Donor CRM
  • Numero Events (RSVP Forms)
  • Payment Processing
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