General Configuration allows you to define global settings in the Salsa CRM software. Typically, the System Administrator sets the Configuration. However, anyone who has the Configuration permission can modify these settings.
From the main menu, select Manage > Configuration. The General Configuration Information screen will be displayed.
Place your cursor in the Company field.
- Enter your Company Name the way you wish it to appear on Form Letters and Reports.
- Click Save to store your changes.
Enter the start date of your Fiscal Year Start Date by entering your starting fiscal Month and your first fiscal Day in the appropriate fields.
Default Password Properties
In System User Properties, a secure password must be at least 8 characters and have at least 3 numeric or special characters like / < > . , ? ! @ # $ % ^ & * ) ( . Passwords are not time-limited and may be manually changed per your organization's standard operating procedures.
- Select the Minimum Password Length value of 8 for all Salsa CRM users from the drop-down list.
- Select the Minimum Special Characters value of 3 that all user passwords must contain.
Various Global Settings
Review and select from following options that available in the General section:
- Default to Fiscal Year in Performance Dashboard and Constituent Giving Widget—This setting sets the default filters on the Performance Dashboard and Constituent Dashboard Giving Widget to use the currently configured Fiscal Year from above, when it is different from the calendar year.
- Maximum (number of) Records to return on Searches—This setting limits 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—Select the default image type for imported images. Your options are Black and White, Grey Scale, and Full Color. 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. Salsa Labs suggests that you select a default of Gray Scale or Full Color. 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.
- Exclude Gift in Kind from Summary Reports—Exclude the Payment type value Gift in Kind in your Finance Summary Report. 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—Automatically insert a period after adding an initial instead of a full name in the First or Middle Name field. The period is inserted upon saving the record. This saves time when entering constituents.
- Collection Gift Aid—Gift Aid is used by nonprofit organizations in Great Britain for tax deduction. This works very differently from the United States tax deduction system. If you are in Great Britain, this setting enables you to record collecting taxes from supporters.
- Dashboard Logo—The logo that appears in the "My Dashboard" view. This logo is for internal use only. This image should be hyperlinked from an external, secure (HTTPS) source. The image will be scaled down to a width of 166px.
- Active Consent—This is a read-only setting, controlled by Active Consent settings in Salsa Engage. This setting does not appear unless Salsa CRM syncs to a Salsa Engage instance.
- Display Data Sync Button—When selected, the Data Sync Map button appears on the main page of the constituent record and on donation records. This button displays a window indicating the source of data that syncs to Salsa CRM.
- Allow Data backdating—This checkbox is selected by default. This allows you to use dates prior to the current date when completing the Received Date field on the Donation screen. If you deselect this checkbox, you will not be able to set a received date prior to the current date when entering new or updating existing Donations. This ensures that all manual data entry is taken care of on the day donations come in.
- Allow synched Donation Received Date modification—Donations marked with a Received Date indicate the date submitted online by the donor or the date received offline by your organization. If you wish to alter a donation's Received Date, this setting must be turned on first. For example, you might want to indicate the date the donation is transferred to your bank account instead.
- Allow blank Donation Credit Card number—This setting allows you to leave the Credit Card Number field Expiration Date field, and Authorization field blank when entering a manual credit card donation. This is useful of you don't wish to record the credit card information for manual credit entries. You will be reminded it is blank, but you can choose to not be reminded again or in a certain number of minutes from that point.
- Auto Process Pledge Payments—When CRM data entry users configure credit cards to pay pledge payments, this setting allows automatic payment instead of manual authorization.
- Gift Aid Text Rate—The applicable tax rate for donations received (Great Britain customers only).
- Assign Geographic Responsibility—As each donation is added or updated, Salsa CRM will determine if the donor has a mailing address. If the donor has a mailing address AND the Assign Geographic Responsibility checkbox is checked, Salsa CRM will perform a lookup on the Geographic Responsibility table. If there is a match, Salsa CRM assigns the ID of that geographic responsibility record to the donation. 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. Salsa CRM intentionally assigns the Geographic Responsibility for the donor at the point in time that the donation is initially saved. For example, if the customer donates in California, Salsa CRM will save the Geographic Responsibility Constituent for California with the donation. If the donor later moves to Minnesota, the donation will still have the 'California' as Geographic Responsibility Constituent.
- 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, Soft Credit Donors, Honor and/or Memorial Donors. After saving the donation, the user can select the optional tab for Split Amounts. Split Amounts are only reportable in the Advanced Query Wizard.
- Set Google Docs as the default document editor for all CRM users—Salsa CRM gives each user the ability to configure their word processing options for themselves. However, CRM system administrators can use this setting to set Google Docs as the word processor of choice for all users at once. This setting locks the word processing option for all users. This setting is the only way to turn off global Google Docs usage as well.
Automatically apply spouse as co-donor—This option automatically applies any living spousal record as Co-Donor for any new or edited donation. If only one spouse is recorded in the database, the spouse is applied automatically as Co-Donor. If there is more than one spouse (caused by data entry issues, for instance), then you will need to choose which spouse to apply.
These settings configure Salsa CRM to send emails on behalf of your organization.
- Send emailed donation acknowledgments from an individual donation or send the whole Batch at once.
- Initiate an email directly from a constituent record and continue the conversation in your email program's inbox.
Salsa CRM sends emails via the simple mail transfer protocol (SMTP). The email message originates from the Salsa CRM server and is relayed through the customer's mail server, then out to the recipient.
There are two options for email servers: ours or yours. To use our email server, click the Default button. Emails will originate from our email server system and will appear to come from the address in the Default 'From' Address field. The IP address of the Salsa CRM server is available on request if needed.
To configure Salsa CRM to be able to send emails through your email server, Salsa CRM requires that SMTP-authentication is to be used on the email submission. STARTTLS encryption and SMTP over SSL are supported. While SMTPS is recommended, it's not a requirement, and plain text email, generally using port 25, can be used if desired.
- Click the Custom button in the Email configuration area.
- Type the email address you wish to use when sending Email in the Default “From” Address field.
PRO 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 receive email from your organization to contact you later, even if the original sender is no longer with your organization.
- Type the name of the address owner from step 2 above in the Display "From" Address field.
- Type your Server Address such as smtp.gmail.com. You may need to enter your server IP address. To obtain the server IP address you will need to contact your System Administrator.
Tips for using Gmail or Yahoo!Plus as your email provider:
- Gmail - the Server Address is smtp.gmail.com, Server Port is 587, Server Username is your email address with “@gmail.com”, and the Server Password is the password to your account. Encryption is STARTTLS.
- 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 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 (email@example.com), Password is your account’s password.
PRO 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.
- 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. SMTP uses port 25, but implicit SSL/TLS encrypted SMTP uses port 587. See this article for more information on ports.
- Type your Server Username. This is the username assigned by your Email service. For example, firstname.lastname@example.org.
Type your Server (Email) Password. Note, you can review your current Outlook accounts to see what you have listed as your account name.
- Select an Encryption option:
- SSL - Google considers this a less secure options and some email providers no longer support it. Generally uses port 465 (not recommended).
- STARTTLS - Office 365 supports only this option, while most other service providers recommend it now and are moving toward requiring it. Generally uses port 587.
- None - If your email is not encrypted (not recommended).
Default Spouse Relation Values
The lower section of the screen shows the Spouse (Relationship) 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.
Note: When you include spouse information in a salutation, the "Spouse" Value is handled uniquely in queues, when you Merge spouses, and when you perform Mail Merges. If you have only "Spouse" selected here, only people with that specific relationship will be merged. For example, "Husband" and "Wife" will not be merged.