Donor CRM
- How do I set up payment processing notifications?
- How do I setup 2FA on my account?
- How do I customize my dashboard dates?
- How do I locate my import?
- How do I manually fulfill a pledge?
- How do I filter my contacts to see open pledges?
- How do I select the information that is visible in a filtered list?
- How do I filter my contacts by bio or notes?
- How do I filter my contacts by contribution?
- How do I filter my contacts by interaction?
- How do I filter my contacts by ask or ask notes?
- How do I filter my contacts by email or phone?
- How do I filter my contacts by employer or occupation?
- How do I deactivate a contact?
- How do I add a source code to a contribution?
- Can I process contributions from organizations on my contribution forms?
- How do I mark a piece of contact info as invalid?
- How do I change or edit a contact type?
- How do I add a timezone to my contact?
- How do I retroactively add a raiser to a contribution?