Glossary of Common Terms – Salsa Knowledgebase

Term	Definition
Gift Count Total Gift Amounts Largest Gift Amount Largest Gift Amount Ever Largest Gift Date Ever Largest Gift Fund Ever Last Gift Date Last Gift Date Ever Last Gift Amount Ever Last Gift Fund Ever First Gift Date First Gift Date Ever First Gift Amount Ever First Gift Fund Ever	In a Constituent Query, these fields represent aggregate fields, or calculations, performed on each constituent who meets the filter criteria of your query. All of these calculations are subject to any filter restrictions like (but not limited to) Received Date, Payment Type, Donation Type, Fund Name, etc. "First" means the earliest or oldest record. "Last" means the latest or newest record. "Largest" means the biggest record. "Total" means a sum of all records. "Ever" means for all time. "Fund" means the Fund Name designated on the first/last/largest donation record.
Acknowledgment Recipient	Constituent(s) assigned as the person(s) to whom Acknowledgment Letters would be sent for memorial donations. This is set as a relationship.
Acknowledgment Wizard	Guide to creating a group of acknowledgment letters to be sent to Caregivers/Families for memorial donations, or honorees on honor donations
Advanced Query Wizard	Provides options to create a new query, open existing (saved) query definition, view results of a previous query, or open another data source. Though Salsa CRM Reports will often pull everything you need, The Advanced Query Wizard is helpful for ad hoc reports.
Aggregates	Allows a user to determine the minimum, maximum, average, sum, or count of any numeric field in Salsa CRM. Also allows a user to List items in a single row. To use this feature, right-click on the Available Field at Step #2 of Advanced Query Wizard.
Appeal	What stimulated the donor to donate? Individual fundraising activities within a yearly campaign, such as a Spring Appeal Mailing or an Event.
Batch	The grouping of donations for easy reconciliation/search. Batches can be named any name you choose. Common naming conventions include naming by date of deposit (YYYY/MM/DD format), by week, or by a special event. Many organizations find it helpful to have separate batches for "types" of entries: For Example "Nov 2015 Pledges," "May 2015 Gifts in Kind," etc. Entering a batch from a deposit slip helps users who need to reconcile bank statements.
Campaign	The fundraising program you are raising funds to support—and normally has a goal attached to it. (ie Capital Building Campaign). Typically annual (yearly) in nature.
Co-Donor	A spouse/partner or any other constituent in Salsa CRM who is associated with the donation. For couples, it is best to be consistent with which one is the donor and co-donor.
Constituent Explorer	Nodes or Data Selection Points on the left side of the screen on a constituent record. If data is populated in a node, the button will be bold, and if no data, will be grayed out.
Constituent Merge Utility	Allows users to merge multiple instances of the same constituent into one record (clean up duplicates).
Cultivation	Configuring and documenting a process to reach a goal. Also known as "moves management".
Custom Field	Organization-defined field with your organization's defined values. Available on the Constituent, Donation, and My Salsa CRM screens.
Data Sync/import	Allows the import of constituent data into a Salsa CRM database. The source file must be comma delimited and must be saved with a file extension of .csv. Column headers must be recognized as Salsa CRM field names.
Deceased Spouse	A relationship that should be set up in Salsa CRM when a spouse passes away. A deceased date should also be entered on the record. This allows for easy exclusion for mailings, etc. We also recommend adding a reciprocating relation for "Surviving Spouse".
Donation Statistics Wizard	Generate reports such as monthly donation statistics on Campaigns or Appeals. This is a very basic report, useful for a quick snapshot.
Donor Detail Report	Report for summary information on each donor during a period of time. Allows the user to filter on a date(s), fund(s), campaign(s), appeal(s), Group(s), Giving Level, and much more.
Salsa CRM Browser Access	Access to your organization's database through an internet browser on the user's workstation, smartphone, or tablet. Access to the organization's data is controlled locally by the organization and a user's credentials would be the same as for Salsa CRM Desktop Client access.
Salsa CRM Desktop Client	Access to your organization's database using an installed Salsa CRM client on the user's workstation (desktop or laptop computer). Access to the organization's data is controlled locally by the organization and a user's credentials would be the same as for Salsa CRM Browser access.
Finance Export	Allows for finance data export for use in certain financial software packages (such as QuickBooks) or to a .csv file.
Finance Summary	Reporting on the value of Campaigns, Funds, and Appeals. This report will give you a snapshot in time of your fundraising efforts.
(Smart)Formal Salutation	Will use Title(s) and Last Name(s) on a letter. If no titles are entered on the constituent record, only First Name(s) will be used. NOTE: If merging from a query, in this example, Title, First Name, Last or Org Name must be included in the output fields in the query.
Forms	Allows the user to track information specific to your organization and store it on an individual's record. Useful for collecting special information about a subset(s) of your constituency.
Fund	Often classified as either "restricted" or "non-restricted" income accounts in your financial software package. Where, specifically, will the money be spent?
Giving Levels	Annual Gift Ranges you establish. Allows for ease of use of the Cumulative Giving Report. For example: $0.00 to 249.99 = Bronze; $250.00 - $999.99 = Silver; .>$1000.00 = Gold
Groups	Place constituents in groups to segment your database. Users may segment on like characteristics, event attendees, etc. Groups can be searched and pulled back in total on the search screen. Constituent Groups are very dynamic and useful for searching and reporting.
Honor	A donation can be made in honor of any constituent in Salsa CRM. The Honor Reason should be added to the thank you letter.
Individual Type	A Constituent's main connection to your organization (ie Board Member, Volunteer). One of the ways to segment constituents in your database. This is an optional field and may be redundant with Constituent Groups. Since Individual Type is a single-select field, it is best practice to enumerate, for example, 01-Board Member, 02-Volunteer, etc., and have a policy to choose the lowest number when an individual fits more than one option. Again, this field is optional. Its primary purpose is to give a user an "at a glance" answer to "why is this individual in my database."
(Smart) Informal Salutation	Will use Nickname(s) (if present) or First Name on a letter. NOTE: If merging from a query, in this example, Nickname must be included in the output fields in the query.
Keywords	Fields that can be created to use as filters or output fields in a Forms Type query. 10 keywords are available in a form. Keywords should be the fields on a form that are most often queried upon.
Letter Template	Contains contents of your letter and variables to be pulled in to letter from Salsa CRM. Used for "Form Letters," such as Donation Thank You Letters, as well as appeal letters.
List As	The formal reporting of donor name(s), for example, in a list of donors for an annual report, newsletter, etc. The general List As name format is a calculation of various other data points—like First Name and Last Name—and is set globally in the Manage > Configuration menu. On the constituent record, you can override that default value to whatever you want. For example, Tom Smith is known to everyone as "Dutch", but you don't want to enter that into the Nickname field. You can override the List As Name value on the Constituent record to always output "Dutch Smith" when he makes a donation. Further, the donation record compiles the List As Names of the primary and secondary donors. You can further override that. For example, Dutch Smith is the primary donor. Carrie Smith is a co-donor. List As Names separately would be Dutch Smith and Mrs. Carrie Smith. On a donation, the Donation List As Name shows Mr. and Mrs. Dutch Smith. However, you may need to override it to say Anonymous, because Dutch and his wife don't want a big fuss over their major gift.
LYBUNT	Last Year But Unfortunately Not This (year). Reports on donors' history based on the timeframe you enter. This is a valuable report for identifying and contacting potentially fallen-away donors.
Mail Merge	Allow user to open query results in the word processor - to be used for standard mailings or emails.
Memorial	Donations made in memory of a deceased constituent in the database. *Deceased Constituent's record must have a deceased date.
Payment Type Report	Provides both summary and detail reporting on campaigns and appeals
Pledge Reminder	Shows outstanding or due pledges. Can be used to merge reminder notices to donors.
Pledge Summary Report	Provides data on pledges entered into Salsa CRM. Also provides projections based on the actual collection rate.
Programmable Tasks	A task may be assigned to a custom field or the deceased date on the main constituent screen. This allows a user to have Salsa CRM automatically generate a task when the value of a custom field changes. The task can send any number of alerts to Salsa CRM users you assign to the status change. Users will see these alerts when logged into Salsa CRM.
Query	A Question, or DataSet, that a user requests from Salsa CRM. A way to filter your data.
Received Date	This is the date you got the donation in the mail, handed to you, or the date the transaction took place online.
Recurring Batches	Allows the ability to process groups of donations (ie payroll deduction donations, United Way payments, etc.)
Report Wizard	Allows users to use the output of a query to print a formatted report on the Word Processing Screen
Salutation Override	Allows users to change default fields in a mailing, such as a formal salutation to a nickname for an informal salutation, when the letter template calls for a formal salutation.
Smart Fields	If data is populated in certain fields, Salsa CRM will automatically bring that data into certain fields. For example, if a donor has a spouse relationship set up in Salsa CRM when they make a donation and you click on co-donor, Salsa CRM will populate the spouse's name in the co-donor field (it can be changed if there is no or a different co-donor). Other examples of Smart fields are address and addressee. The {{Smart Addressee}} variable uses the List As Name of the Individual donation and the combination of Contact Name and Organization Name for Organization contributions. The {{Smart Formal Salutation}} field, by default, uses the Title and Last Name of the donor(s). This field will default to the First Name if no Title is supplied. The {{Smart Informal Salutation}} field uses the Nickname field of the donor(s) and will default to the First Name if no Nickname is supplied. Salsa CRM will be able to parse Titles, First Names, and Last Names from the Contact Name field in most cases. Everything after a comma would be ignored, like a job title. For summary letters, The {{Smart Addressee}} variable uses the List As Name of the most recent donation in the list of Individual donor gifts. So, if the most recent donation contains a donor and co-donor, both names will appear in the List As name.
Soft Credit	The credit that is given to a constituent (individual or organization) that made the donation happen, but did not pay out the funds. If an employee has an employer who matches a donation, the employee gets soft credit for the matching portion that the employer pays. For example, if someone donates $100 and they're the only donor, they are recorded as the primary donor and will receive credit for 1 donation of $100. If their company then pledges to match double that gift, their company will be the primary donor of the matching $200 gift, and the original donor will receive Soft Credit of 1 other gift for $200.
Solicitation Report	Shows Solicitor relationships and the type and amount of donations made from solicitees.
Solicitor	Who made the ask? Could be a Board Member who secured a corporate donation for the org, or a member of the development staff.
SYBUNT	Some Year But Unfortunately Not This (year). This is a valuable report for identifying and contacting potentially fallen-away donors.
Variables	Placeholders for the data that will be merged into the letter/email template. Uses brackets. For example, Dear {{Smart Formal Salutation}} pulls in the Title and Last Name of the donor(s) or will default to the First Name if no Title is supplied. Any term that is a column-header at Step#3 of an Advanced Query or Report, can become a variable when enclosed in these brackets when generating a mail merge or email merge.