Numero Knowledge Base
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Donor CRM

  • How do I add an amount to my interaction?
  • How do I grant a volunteer call time only access to my platform?
  • What contributions do I need to manually upload to maintain my CRM?
  • How do I remove a user and transfer their records to someone else?
  • How do I use Soft Credits?
  • How do I create an automated calltime report?
  • How do I segment my contacts with And / Or filter groups?
  • How do I Filter by Number of Contributions, Interactions, or Pledges?
  • Can I bulk apply contact details like ask amount, ask notes, and contact codes from a calltime list?
  • 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 create an automated contributions report?
  • What integrations are available?
  • How to I add a photo to a donor in the App and/or CRM?
  • How do I find my ghosted contributions?
  • How do I filter my dashboard by member code?
  • How do I export my emails for upload into my email service provider?
  • How do I filter my contacts by VANID?
  • How do I associate contacts from a contacts profile?
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