- Open the Explorer window of the desired constituent. See the Searching for a Constituent Record article for instructions on opening an existing constituent’s record.
- Select the Donations node. There are seven tabs: General, Honors/Memorials, Notes, Donation Profile, Matching Donation Setup, Credit Cards, and Events.
- The General tab two areas. The first section lists all the donations. The second shows all donation reversals that have occured.
TIP: Use the Refresh button, located at the bottom of the screen, to update the donation screen if a new donation has been entered into Salsa CRM and the constituent record was
open at the same time. Note: Donations cannot be entered through this screen. See the Entering a Donation article for further instructions.