Searching for an existing donation is simple. If you need to search quickly for a specific donation and know only the amount, list as name, type or donation ID you can find what you are looking for without having to view multiple constituent records.
- Select the Search Donation button.
- Enter the appropriate search parameters, such as List As Name. If the parameters such as List As Name are not known, you may use the * as a wildcard.
- Double click on the desired donation. NOTE: Donations in with an asterisk ( * ) to the left of the initial fund name have more than one fund associated.
Follow the same steps to delete a donation. Select the Delete button located on the donation record.
NOTE: Deleting a donation cannot be undone. Customers should contact the Salsa CRM Customer Care Team to request restoration services. There is a fee for this service. Note that depending on the time lapse between the deletion and request for restoration, retrieval may not be possible.