Numero Knowledge Base
  • Contact
  • Contact

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?
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6

Categories

  • Numero CallTime for CRM Users
  • Payment Processing
  • Donor CRM
  • Numero Events (RSVP Forms)
  • Tips and Tricks from Team Numero Customer Success
  • Electables- For Campaigns
  • Call Time App (Google Sheet Users)
No results found

© Numero, Inc. 2023. Powered by Help Scout