In This Article:

    My Salsa CRM Node

    In This Article:

      In Salsa CRM you have the ability to add custom fields. A Custom Field is a customer defined field, with customer defined values. Custom Fields can be added on both the Constituents or Donations screens, or you can customize an entire Constituent screen called My Salsa CRM

      In the My Salsa CRM node you can set up to 20 custom fields making this screen completely unique to your organization’s needs.  These 20 customer defined fields are all available when running a constituent based query.  Information specific to your organization can be easily acquired, sorted and filtered by creating a query using these fields.

      See the Custom Fields and My Salsa CRM Configuration article for instructions on adding custom fields.  

       

      Next Article:  My Salsa CRM Notes Configuration

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