Numero Knowledge Base
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Donor CRM

  • How do I set up payment processing notifications?
  • How do I setup 2FA on my account?
  • How do I switch accounts?
  • How do I update an ask amount for a donor?
  • How do I update my Numero user settings?
  • How do I use member codes?
  • How do I use Soft Credits?
  • How to I add a photo to a donor in the App and/or CRM?
  • How to Sort Columns in your Contacts, Interactions, Pledges, and Contributions Tabs
  • Report a Bug
  • What can I do in the pledges tab?
  • What contributions do I need to manually upload to maintain my CRM?
  • What happens when a donor initiates a dispute or chargeback?
  • What integrations are available?
  • What is a primary form?
  • Where can I find more information about my Numero billing and payments?
  • Why and How do I Use a Custom Domain for my Contribution Form URLs?
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Categories

  • Call Time App (Google Sheet Users)
  • Electables- For Campaigns
  • Tips and Tricks from Team Numero Customer Success
  • Numero CallTime for CRM Users
  • Donor CRM
  • Numero Events (RSVP Forms)
  • Payment Processing
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