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. Click the icon on the toolbar that looks like a present .
- 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.