Donor CRM
- How do I update my Numero user settings?
- How do I use member codes?
- How do I use Soft Credits?
- How do I use SpeedyGive™ in call time?
- How I denote validated contact info like emails and phone numbers?
- 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
- How We Prioritize the Buildout of New Features
- June 2023 Form Editor Updates
- New Year, New Domains! 🔍
- Numero Key Terms
- Report a Bug
- What can I do in the pledges tab?
- What categories can I utilize in my platform?
- 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?
- When should I use designations?
- Where can I find more information about my Numero billing and payments?