Donor CRM
- Can I bulk apply contact details like ask amount, ask notes, and contact codes from a calltime list?
- How do I filter my Soft Credits?
- 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 update an ask amount for a donor?
- How do I download my weekly contribution payout file?
- How do I create an automated pledge report?
- How do I create an automated contributions report?
- How do I filter my contacts, interactions and contributions by Created Date?
- How do I quickly view my pending payouts?
- What integrations are available?
- How can I schedule exports?
- How to I add a photo to a donor in the App and/or CRM?
- What can I do in the pledges tab?
- How do I update my Numero user settings?
- 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 associated contacts?