Donor CRM
- 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 use member codes?
- How do I export a list or a filtered search?
- How do I assign an Origin Code to a contact?
- How do I create a manual refund in my CRM?
- How do I Find Matching / Duplicate Contacts in My CRM?
- How do I create contact codes on an individual's profile, via bulk actions, or via bulk import?
- Numero Key Terms
- How We Prioritize the Buildout of New Features
- June 2023 Form Editor Updates
- What categories can I utilize in my platform?
- How do I bulk apply interactions, contributions, or pledges from a calltime list?
- 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 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?