In This Article:

    Configuration Overview

    In This Article:

      Use the Configuration screen to set the configuration options for the Salsa CRM software. Typically, the System Administrator sets the Configuration, however anyone who has Configuration permission can modify these settings.  All modifications made to the Configuration settings will be applied globally not to individual users.

      1. From the main menu, select Manage and then Configuration.
         
      2. The screen consists of two panels. The left panel is the Explorer, the right panel changes depending on what topic is highlighted in the Explorer.
      • When the user selects Configuration from the Manage menu, Salsa CRM by default, opens to the General settings panel. From this screen, the organization name, fiscal year, password requirements, search return settings, email, and spouse designation are entered.
      • If the Constituents option is highlighted, the right panel will contain two tabs, Main and Contact. The Main tab includes options to add, edit or delete a Constituent Title, Name Suffix, Race, Organization Type, Group, Religion or Relation. The Contact tab allows you to add Contact Social Types, Contact URL Types and Correspondence Reasons.
      • If the Reciprocal Relations option is highlighted, the right panel will contain options to add, edit or delete customized Reciprocal Relations.
      • If the Notes option is highlighted, the right panel will contain options to add, edit or delete General Notes Purposes and My Salsa CRM Notes Purposes.
      • If the Custom Fields option is highlighted, the right panel will contain options to add, edit or delete custom fields on the main Constituent screen, Donations screen, or the My Salsa CRM screen.
      • If the Form Letters option is highlighted, the right panel will contain a list of available Form Letters with the ability to add Form Letters, edit the Name and Description of a Form Letter, or Delete existing Form Letters.
      • If the City File option is highlighted, the right panel will contain options to add, edit, delete, or merge cities that are saved in your database.
      • If the Tasks option is highlighted, the right panel will contain options to add, edit, copy, or delete Programmable tasks.
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