Donor CRM
- Closeout Checklist
- How do I limit the number of contacts in my list?
- How do I select the information that is visible in a filtered list?
- How do I use member codes?
- How Can I Manage my Reference Codes?
- How do I add a singular interaction?
- How do I export a list or a filtered search?
- How can I rank my contacts in my database?
- How do I locate a SpeedyGive™ link from a profile?
- How do I use SpeedyGive™ in call time?
- How can I store my data with Numero?
- How do I assign an Origin Code to a contact?
- How do I include and exclude one off contacts in a filtered list?
- How can I view all of my contacts who are missing a phone number, email, address, etc?
- How do I save a list?
- How do I bulk edit contact details (e.g. notes, contact code, employer)?
- How do I create a raiser on my contribution form?
- How do I create a manual refund in my CRM?
- How do I add an existing template to a calltime list?
- How do I schedule a CRM training?