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Donor CRM

  • How do I download my weekly contribution payout file?
  • How do I create an automated contributions report?
  • What integrations are available?
  • How to I add a photo to a donor in the App and/or CRM?
  • 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 VANID?
  • How do I associate contacts from a contacts profile?
  • How do I bulk associate contacts?
  • How can I view and filter my call time results post call time?
  • How do I bulk source code my ActBlue contributions?
  • 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 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?
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  • Donor CRM
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