Numero Knowledge Base
  • Contact
  • Contact

Donor CRM

  • How do I find my ghosted contributions?
  • How do I grant a volunteer call time only access to my platform?
  • How do I include and exclude one off contacts in a filtered list?
  • How do I issue a Numero refund?
  • How do I limit the number of contacts in my list?
  • How do I locate a SpeedyGive™ link from a profile?
  • How do I locate my import?
  • How do I manually fulfill a pledge?
  • How do I merge duplicate contacts?
  • How do I quickly search for a contact and all contact history?
  • How do I quickly view my pending payouts?
  • How do I remove a user and transfer their records to someone else?
  • How do I restrict a user from exporting?
  • How do I restrict a user from importing?
  • How do I retroactively add a raiser to a contribution?
  • How do I save a list?
  • How do I schedule a CRM training?
  • How do I see which calltime lists a contact is on?
  • How do I segment my contacts with And / Or filter groups?
  • How do I select the information that is visible in a filtered list?
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7

Categories

  • Donor CRM
  • Numero CallTime for CRM Users
  • Payment Processing
  • Action Pages
  • Numero Events (RSVP Forms)
  • Communications Center- Text
  • Communications Center- Email
  • Numero Unclassified
  • Tips and Tricks from Team Numero Customer Success
No results found

© Numero, Inc. 2025. Powered by Help Scout