Donor CRM
- June 2023 Form Editor Updates
- What categories can I utilize in my platform?
- New Year, New Domains! 🔍
- How do I bulk import data into the CRM?
- How do I see which calltime lists a contact is on?
- 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?
- What happens when a donor initiates a dispute or chargeback?
- 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?
- How do I duplicate 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 bulk delete, archive and manage calls from a calltime list?
- Can I issue a refund to a reattributed contribution?