The Donation History section contains aggregate information about this constituent's donation totals and details of each donation.

The list of donations is in reverse chronological order by default. Click on the column header to resort the list in ascending or descending order. View a constituent's complete donation history, total gift amounts (dollar value) and total gift count by donation, by pledge/recurring donation profile, and by whether that constituent was the "hard credit" (Primary Donor or Co-Donor) or Soft Credit on a donation record.

For example, if someone donates $100 and they're the only donor, they are recorded as the primary donor and will receive credit for 1 donation of $100 in the first column. If their company then pledges to match double that gift, their company will be the primary donor of the matching $200 gift, and the original donor will receive Soft Credit in the third column of 1 other gift for $200.

The table just below Donation History shows a complete list of all donations where the constituent is the primary donor. It includes the following information:

The Donation Reversals section displays donations that have been deleted or have been replaced by another donation, maintaining an audit trail. For instance, a donor bounced a check and replaced it with cash, or a credit card donation was refunded.

This table includes the following information:

• Reversal Reason
• Original donation amount
• Replaced By ID—The Donation ID of the record that replaced this donation record.
• Received Date of the original donation
• Fund
• Campaign
• Appeal
• Date donation was originally entered into the system.

The Event Fees section shows CRM Events which the Constituent attended and the fees they paid for that event within the CRM Event module, such as registrations, sponsorship, or auction item payments.

This table shows paid and unpaid event fees, including the following information:

• Event Name
• Event Date
• Fee Type
• Billable Amount
• Amount Paid
• Date Paid
• Item Name (if Auction Item)

Memorials are tribute gifts that are generally made in memory of a deceased individual. In addition to the gift, donors generally provide contact information for whom they'd like to be notified the gift was made. For instance, you may need to enter the deceased as a constituent so they can be linked-to in the donation record. You would also enter family members or next-of-kin as Acknowledgment Recipient Relations to the deceased, so they can receive notification of these tribute gifts.

This table shows the following information about the gifts:

• List As Name
• Amount
• Donation Type
• Received Date
• Fund
• Campaign
• Appeal
• Date donation was originally entered into the system.

Honor donations are tribute gifts that are generally made in memory of a living individual. Instead of linking the surviving family to the deceased, the honoree themselves are linked to in the donation record.

This table shows the following information about the gifts:

• List As Name
• Amount
• Donation Type
• Received Date
• Fund
• Campaign
• Appeal
• Date donation was originally entered into the system.

1. On the constituent record, click the Donations node > Credit Cards tab.
2. Click the Authorize New Card/E-Check button.
   
3. The Process Card/E-Check pop-up opens.
   
4. Select Credit Card for the Payment Type.
5. Enter the Credit Card Type, Account Number, Expiration Date, Security Code (optional), and an optional Card Note. As soon as you enter the Account Number and Expiration Date and exit the Expiration Date field, a Token number displays on this window. This means that the card is being pre-authorized with and stored in your Cardpointe merchant account. Account numbers (other than the last 4 digits) are not stored and are not accessible within Salsa CRM.
6. Click the Authorize Card button.
   
   NOTE: The button should NOT say TEST MODE. If it does, your credit card settings are incorrect.
   
   IMPORTANT: Make sure you enter a correct expiration date. The default date is probably not correct. If the expiration date is incorrect, the card will not work.

E-Checks are a type of ACH transaction, which stands for Automated Clearing House: a way in which banks can electronically authorize checking accounts for online purchases. E-Checks are not part of a default credit card merchant account; it is a separate application and account in order to process E-Checks. You must contact Salsa in order to add E-Checks and authorize your bank account.

In order to have Salsa CRM recognize E-Checks...

1. Click the Manage > Configuration menu.
2. Select the Credit Card tab on the General node.
3. In the Merchant Services Setup section on the right, check the box for Display E-Check Option.
   

1. On the constituent record, click the Donations node > Credit Cards tab.
2. Click the Authorize New Card/E-Check button.
   
3. The Process Card/E-Check pop-up opens.
   
4. Select E-Check for the Payment Type.
5. Enter the checking account Routing Number, Account Number, Valid Through Date, and an optional Card Note. This process will create a Token for the account as well. This Token represents the account number. The Account Number will not be available in Salsa CRM.
   
6. Click the Charge E-Check button or cancel if you do not wish to proceed.
   
   NOTE: This button should not say TEST MODE. If it does say TEST MODE, then your merchant account configuration is not correct.
   
   
7. Your Merchant Account must charge $1 to authorize checking accounts. This is not a fee. There has to be a non-zero transaction to test the electronic pathways. An Action Required pop-up window explains this need for the $1 donation. The amount will be tracked as a donation under this constituent's record. Click OK to proceed or Cancel to back out of authorizing the E-Check account and the $1 charge.
   
8. If the authorization is successful, a second popup explains that you are about to be presented with a pre-populated Donation screen for that $1 authorization amount.
   
9. When you click OK, this popup and the Credit Card popup behind it close, and a Donation screen is opened in a new browser tab with the following information completed:
   • Donor
   • Amount
   • Received Date
   • Payment Type
   • E-Check Authorization Number
10. The following fields are still required for this donation...
    • Batch
    • Fund
11. All other fields on the donation record are not required. Fields such as, for example, Campaign, Appeal, or Solicitor may be filled in as appropriate.
12. When the donation record is filled out to your satisfaction, click Save.
13. Close this donation record browser tab.

Once the card or E-Check account is authorized, the information will appear in the Credit Cards tab window. It will be available when entering donations, pledges, recurring donations, through events check-out, etc.

NOTE: Once stored, you cannot edit a card or E-Check authorization. For instance, if the wrong mailing address was on file when the card was authorized, delete the card authorization and re-enter.

Quickly review events for which this constituent registered and how many guests accompanied them. 

The following information is reviewable about the event:

• Event Name
• Date
• Guest Status
• Registration Level
• Number of Guests

NOTE: Double-clicking on the event name or any part of the row does not open the even or registration in a new window. You will have to open the event separately.