In This Article:

    Configuration: General

    In This Article:

      General Configuration allows you to define global settings in the Salsa CRM software as well as set Salsa CRM up to send Email. Typically, the System Administrator sets the Configuration.  However, anyone who has Configuration permission can modify these settings.

      1. From the main menu, select Manage and then Configuration. The General Configuration Information screen will be displayed.
      2. Place your cursor in the Company field. Enter your Company Name the way you wish it to appear on Form Letters and Reports.
                     
      3. Enter the start date of your Fiscal Year by entering your starting Fiscal Month and your first Fiscal Day in the appropriate fields.
      4. Password Requirements:  Note: Special Characters are any characters other than A-Z or a-z.
        • A minimum of 1 upper case letter [A-Z] and
        • A minimum of 1 numeric character [0-9] and
        • A minimum of 1 special character: ~`!@#$%^&*()-_+={}[]|\;:"<>,./?
        • A minimum length of 8 characters
        • Select the Minimum Password Length for all Salsa CRM users from the drop down list.
        • Select the Minimum Special Characters that all user passwords must contain. Note: Special Characters are any characters other than A-Z or a-z.
      1. Review and select from following options that available in the General section:
          • Maximum (number of) Records to return on Searches - The Maximum Records to return on Searches identifies the maximum number of records a search will return. The maximum is set globally for all users of the software, not on an individual user basis. Lower numbers will result in faster searches. However, a lower number requires more detailed search criteria be entered to ensure the software returns the record you are searching. If more records than the maximum exist in your database, a message will be displayed indicating that more records exist and that you should narrow your search criteria. "More records exist. Narrow your search criteria to view these records."
          • Default Image Color Mode - The Default Image Color Mode allows you to select the default for scanned items. Your options are Black and White, Grey Scale, and Full Color. Salsa Labs suggests that you select a default of Black and White in order to reduce image size and speed of display time. In special circumstances, such as Gift in Kind, where color and detail is important, you can change the color selection of the individual item on the scan screen.
            Note: When the Default Image Color Mode is set to Black and White, only TIFF formatted images can be imported. If your black and white image is not in TIFF format, set the Default Image Color Mode to Gray Scale or Full Color.
          • Exclude Gift in Kind from Summary Reports - The Exclude Gift in Kind from Summary Reports option allows you to exclude the value of Gifts in Kind in your Summary Reports. While the value of Gifts in Kind is important, it is not actual monies collected therefore, you may wish to exclude their value in reports.
          • Auto-Insert Period after Constituent Initial – Selecting this checkbox will save time when entering constituents, Salsa CRM will automatically insert the period for you. The period is inserted upon saving the record.
          • Collection Gift Aid - If you are in the U.K., enables you to collect taxes from supporters.
          • Dashboard Logo - The logo that appears in the "My Dashboard" view. Internal only. This hyperlinked from an external source. The image will be scaled down to a width of 166px.
          • Display Data Sync Button - When selected, the Data Sync Map button  will appear on the main page of the constituent record and on donation records.
          • Allow Data backdating - The Allow Data backdating option allows you to use dates prior to the current date when completing the Received Date field on the Donation screen. This checkbox is selected by default. If you de-select this checkbox, you will not be able to set a received date prior to the current date when entering new or updating existing Donations.
          • Allow blank Donation Credit Card number – The Allow blank Donation Credit Card number option allows you to leave the Credit Card number field and the Expires date field blank when entering a credit card donation. By selecting this checkbox, you will not have to enter this information.
          • Auto Process Pledge Payments - When payments are set to be paid my credit card, this allows you to set up automatic payments.
          • Gift Aid Text Rate - The applicable tax rate for donations received.
          • Assign Geographic Responsibility - If this option is checked, as each donation is added or updated, Salsa CRM will determine if the donor has a mailing address. If so AND the "Assign Geographic Responsibility" checkbox is checked, Salsa CRM will do a lookup on the Geographic Responsibility table. If there is a match, Salsa CRM will assign the ID of that geographic responsibility record to the donation. Note: There will be no visible fields on the Donation screen itself, but Geographic Responsibility has been added to the Donation Advanced Query so you can sort and filter donations by the constituent who has responsibility for that donation. DonorPro intentionally assigns the Geographic Responsibility for the donor AT THE POINT IN TIME THE DONATION IS SAVED.  That is, if the customer donates in California, it will save the Geographic Responsibility Constituent for California with the donation. If the donor later moves to Minnesota, the donation will still have "California" as responsible. 
          • Display "Split Amounts" Tab -Enables you to attribute ("soft credit") a unique amount, in donation entry, to each co-donor even though only one donation was made. In donation entry, you can show split amounts credited to a list of Co‐Donors, So ‐Credit Donors, Honor Donors and/or Memorial Recipients. After saving the donation, the user can select the optional tab for “Split Amounts.”

      Email Configuration

      Salsa CRM sends mail via the simple mail transport protocol (SMTP). The email message originates from the Salsa CRM server and is relayed through the customer's mail server. The IP address of the Salsa CRM server is available on request if needed.

      Salsa CRM requires that SMTP-authentication be used on the mail submission. SMTP over SSL and STARTTLS encryption are supported. While SMTPS is recommended, it's not a requirement, and plain text email, generally using port 25, can be used if desired.

      1. To configure Salsa CRM to be able to send emails from within Salsa CRM, type the Default “From” (Email) Address you wish to use when sending Email.
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        Tip: It's a good practice to set up a shared Email address rather than any one person's real email address. This allows people who have receive Email from your organization to contact you later, even if the original sender is no longer with your organization.

      2. Type your Server Address such as smtp.snet.yahoo.com. Depending on the version of Windows that you are using, you may need to enter your server IP address. To obtain the server IP address you can either contact your System Administrator or you can ping your server. Press the Tab. Tips for using Gmail or Yahoo!Plus as your email provider:
        • Gmail - the Server Address is smtp.gmail.com, Server Port is 465, Server Username is your email address with “@gmail.com”, and the Server Password is the password to your account.
        • Yahoo!Plus - The Server Address is plus.smtp.mail.yahoo.com, Server Port is 465, the Server Username is your email address without “@yahoo.com”, and the Server Password is is the password to your account.
        • Yahoo Mail (with advertisements) - the Incoming Mail (IMAP) Server is map.mail.yahoo.com, Port is 993, Outgoing Mail (SMTP) Server is smtp.mail.yahoo.com, Port is 465 or 587, Requires Authentication = Yes, Your login info is your full email address (name@domain.com), Password is your account’s password.
      3. You should not need to change the Server Port number on the Salsa CRM screen, but the field is provided in case your System Administrator tells you that the mail server does not use the standard port. Press the Tab
      4. Type your Server Username. This is the user name assigned by your Email service. It could be jdoe@snet.net or jdoe%snet.net depending on your Email provider.
        Tip: If you are not sure what your server address is, open your regular email program (for example, Outlook). Select the Tools menu, and then select Accounts. Highlight your current Email account and select Change or Properties, depending on the version of Outlook that you are using. Look for your outgoing mail server or SMTP. Copy the information field into Salsa CRM Server Address field.
      5. Type your Server (Email) Password. Note, you can review your current Outlook accounts to see what you have listed as your account name.
      6. Select an Encryption option:
        • SSL - Google considers this a less secure options and some email providers no longer support it.
        • STARTTLS - MS Office 360 supports only this option.
        • None - If your email is not encrypted (not recommended).
      7. The lower section of the screen shows the Spouse Designation. The Spouse Designation allows you to expand upon the standard Spouse definition of Husband and Wife to include relationships identified as Spouse, Significant Other, Domestic Partner, and Fiancé. This comes into play in Advanced Queries and Mail Merge where you have the option to include a Spouse’s information in the output or letter.  Highlight the Available Spouse Value you wish to be accessible in other areas of Salsa CRM and select the Right Arrow.

      1. Select Save.
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