Donor CRM
- How do I bulk apply interactions, contributions, or pledges from a calltime list?
- 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?