Numero Knowledge Base
  • Contact
  • Contact

Donor CRM

  • Can I bulk apply contact details like ask amount, ask notes, and contact codes from a calltime list?
  • Can I issue a refund to a reattributed contribution?
  • Can I process contributions from organizations on my contribution forms?
  • Can I view my deactivated contacts?
  • Does Numero store VANIDs?
  • How can I bulk associate contacts to an organization or employer?
  • How can I pause my contribution form?
  • How can I reattribute a contribution?
  • How can I schedule exports?
  • How can I view all of my contacts who are missing a phone number, email, address, etc?
  • How can I view and filter my call time results post call time?
  • How do I access Numero Giving History?
  • How do I add a singular contact?
  • How do I add a singular contribution?
  • How do I add a singular interaction?
  • How do I add a source code to a contribution?
  • How do I add a timezone to my contact?
  • How do I add, remove, or edit a user?
  • How do I associate contacts from a contacts profile?
  • How do I bulk add or remove items to/ from a list?
  • 1
  • 2
  • 3
  • 4
  • 5

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
No results found

© Numero, Inc. 2023. Powered by Help Scout