Donor CRM
- How do I locate a SpeedyGive™ link from a profile?
- How do I cancel recurring contributions?
- What happens when a donor initiates a dispute or chargeback?
- How do I find contacts for Householding?
- How do I use Soft Credits?
- How do I create an automated calltime report?
- How can I reattribute a contribution?
- How do I segment my contacts with And / Or filter groups?
- How do I Filter by Number of Contributions, Interactions, or Pledges?
- How do I duplicate my contribution form?
- How do I create a raiser on my contribution form?
- How do I deactivate and reactivate my contribution form?
- Can I bulk apply contact details like ask amount, ask notes, and contact codes from a calltime list?
- How do I filter my Soft Credits?
- How do I bulk delete, archive and manage calls from a calltime list?
- Can I issue a refund to a reattributed contribution?
- How do I filter and view all of my reattributed contributions?
- How do I update an ask amount for a donor?
- How can I view all of my contacts who are missing a phone number, email, address, etc?
- How do I download my weekly contribution payout file?