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Donor CRM

  • How do I filter my contacts by address info?
  • How do I filter my contacts by email or phone?
  • How do I merge duplicate contacts?
  • How can I reattribute a contribution?
  • How can I store my data with Numero?
  • How do I change the email address (username) I sign in with?
  • How do I add contacts who have no First or Last Name OR an Incomplete Name into my database?
  • Can I view my deactivated contacts?
  • What is a primary form?
  • How can I bulk associate contacts to an organization or employer?
  • Report a Technical Issue
  • How do I limit the number of contacts in my list?
  • What demographic characteristics does Numero hold?
  • How do I quickly search for a contact and all contact history?
  • How do I restrict a user from exporting?
  • 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 export a list or a filtered search?
  • How do I locate a SpeedyGive™ link from a profile?
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  • Tips and Tricks from Team Numero Customer Success
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