In This Article:

    What's New For Salsa CRM—Coming October 2019

    In This Article:

      Coming October 2019!

      Sync Donor Metrics to Engage

      Salsa CRM calculates aggregate donation metrics for each constituent. These metrics are now shared with Engage so that they can be used as a Suggested Next Ask, Dynamic Ask Array Base ValueEmail Merge Field (Under "Fundraise" type), or Donation Preset in Links. These metrics will be denoted as "from CRM" and will include offline and online donations. Some metrics can be viewed in the Advanced Query Wizard and on the new Performance Dashboard. Some are calculated especially for this integration. None of the values are stored in Salsa CRM but are calculated "on-the-fly".

      Any change to the donor's donation history (like editing donation amounts or importing new donations) trigger a recalculation of each metric in real time and sync to Engage to be available within 5-10 minutes.

      Salsa CRM Salsa Engage
      CRM Field Name Definition Engage Field Name Where used in Engage?
      Largest Gift Amount Largest Donation Amount Ever where Primary Donor Largest Donation Amount in CRM
      Email Merge Fields
      Largest One-Time Gift Amount Largest Donation Amount that's NOT an installment tied to a Recurring Donation where Primary Donor Largest One-Time Donation Amount in CRM Suggested Next Ask, Dynamic Ask Array Base Value, Email Merge Fields, Donation Presets in Email Links (One-time Options Only in Link Presets)
      Largest Recurring Gift Amount Largest Donation Amount that's an installment tied to a Recurring Donation where Primary Donor Largest Recurring Donation Amount in CRM Suggested Next Ask, Dynamic Ask Array Base Value, Email Merge Fields, Donation Presets in Email Links (Recurring Options Only in Link Presets)
      Average Gift Amount Average Amount of all Donations Ever where Primary Donor Average Donation Amount in CRM
      Email Merge Fields
      Average One-Time Gift Amount Average Amount of all Donations that are NOT an installment tied to a Recurring Donation where Primary Donor Average One-Time Donation Amount in CRM Suggested Next Ask, Dynamic Ask Array Base Value, Email Merge Fields, Donation Presets in Email Links (One-time Options Only in Link Presets)
      Average Recurring Gift Amount Average Amount of all Donations that are an installment tied to a Recurring Donation where Primary Donor Average Recurring Donation Amount in CRM Suggested Next Ask, Dynamic Ask Array Base Value, Email Merge Fields, Donation Presets in Email Links (Recurring Options Only in Link Presets)
      Most Recent Gift Amount Most Recent Donation Amount where Primary Donor Most Recent Donation Amount in CRM
      Email Merge Fields
      Most Recent One-Time Gift Amount Most Recent Donation Amount that's NOT an installment tied to a Recurring Donation where Primary Donor Most Recent One-Time Donation Amount in CRM Suggested Next Ask, Dynamic Ask Array Base Value, Email Merge Fields, Donation Presets in Email Links (One-time Options Only in Link Presets)
      Most Recent Recurring Gift Amount Most Recent Donation Amount that is an installment tied to a Recurring Donation where Primary Donor Most Recent Recurring Donation Amount in CRM Suggested Next Ask, Dynamic Ask Array Base Value, Email Merge Fields, Donation Presets in Email Links (Recurring Options Only in Link Presets)
      Lifetime Gift Amount Total Amount of all Donations Ever where Primary Donor Lifetime Giving Amount in CRM
      Email Merge Fields
      Lifetime Number of Gifts Count of all Donations where Primary Donor Lifetime Number of Donations in CRM
      Email Merge Fields
      Most Recent Gift Date Most Recent Donation Date where Primary Donor Date Of Most Recent Donation in CRM
      Email Merge Fields

       

      Donation History Metrics for Donors, Co-Donors, and Soft Credit

      These constituent's donation history report changes make it easier to tell whether the constituent was the "hard credit" (Primary Donor or Co-Donor) or Soft Credit on a donation record. Donations, pledges/recurring profiles, and Matching Gift counts and amounts also report here.

      Donation_Donation_History.png

      For example, if someone donates $100 and they're the only donor, they are recorded as primary donor and will receive credit for 1 donation of $100 in the first column. If their company then double-matches 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.

      August 2019

      Constituent Dashboard

      A new, modern update of the Constituent main window brings valuable information to the Constituent record landing page. Campaign managers can now see important engagement and giving metrics at a glance with the Giving and Activities widgets. Development staff can now view active Cultivation steps on this main screen. Data entry staff can expand or collapse contact information and custom fields more easily.Const_Dashboard_View.png

      If you wish to retain the classic constituent landing page look, you can modify a setting in the Tools > Options > Other menu. Eventually, the new dashboard view will be the default view for all users.

      classic_const_view_option.png

      July 2019

      Advanced Query Wizard Redesign

      New Advanced Query Wizard tabs separate user-saved queries and Salsa-produced queries, and Saved Query Results now have a tab as well. New Query and Import Query buttons are now in the top right corner of the window.

      AQW_Tabs_2.png

      "Need Help" Button

      The Help menu now resides in its own Need Help? toolbar button.

      need_help_button.png

      Options When Deleting A Primary Email Address

      An email address is required for Engage supporters and is a unique identifier. When a user attempts to delete a primary email on a Salsa CRM Constituent record, we now check to see if that Constituent is synced to Engage and offer solutions that keep an email for that constituent synced to Engage.

      May 2019

      Update Spouse Relationship When Adding Deceased Date

      If you enter a Deceased Date on a record, and that constituent is related to another, living constituent with a valid Selected Spouse Value, a warning appears when you try to Save that record, "This constituent has a spousal relationship with [Spouse's Name(s)]. Would you like to change that relationship to Deceased Spouse?"

      Deceased_Spouse.png

      New Option Automatically Adds Spouses as Co-Donors

      Automatically apply any living spousal record as Co-Donor for any new or edited donation entered in Salsa CRM (not sourced from Salsa Engage or imported), using a new global configuration setting in the Manage > Configuration menu: Automatically Apply Spouse As Co-Donor.
      spouse_as_co-donor.png

      If only one spouse is recorded in the database, the spouse is applied automatically as Co-Donor. If there is more than one spouse (perhaps due to data entry problems), then you will need to choose which spouse to apply.

      Minimum Charge to Preauthorize An E-Check

      In banking, ACH stands for Automated Clearing House, which is a gateway that coordinates electronic payments and automated money transfers. E-checks are a type of ACH transaction. E-Check transactions are not part of the default Cardpointe merchant account. This needs to be subscribed to separately.

      The electronic request to authorize an E-check, unlike credit cards, must be a non‑zero‑dollar transaction. CRM charges a $1 transaction to verify the authorization. That transaction would show in your merchant account, but the transaction was not recorded in Salsa CRM (unless you manually entered the $1 transaction). Now, we automatically generate a separate $1 donation record for that constituent. You will still need to fill in Batch, Fund, and optional information to save the record.

      E-Check_first_pop-up.png

      "Reversal Date" Field Added to the Donation Record

      A Reversal Date has been added on the main donation screen as an indication that the donation has been reversed. This indication means the donation has possibly been reentered so that the current, valid donation may be another record.

      Reversed_Donation_Date.png

      New Offline Batch For Engage Sourced Offline Donations

      Salsa Engage "online" credit-card donations automatically sync with Salsa CRM and are automatically added to their own CRM donation batches, labeled SED [date], where SED stands for "Salsa Engage Donation". "Offline" (cash, check, or complimentary) donations previously synced to Salsa CRM in the same batches, but it made reconciling transactions with the bank difficult. We have moved offline donations into their own automatically created batches, labeled SEOL [date], where SEOL stands for "Salsa Engage Offline Donation".

      "Class" Added As Remembered Donation Setting

      When you add donations to Salsa CRM, it will remember Fund, Campaign, Appeal, and Letter settings between Donations. Now Salsa CRM will also remember the Class for subsequent donation entries.

      New Authorized Account Fields

      On the Account Authorization screen, we have added the following fields:

      • Stored Date—The original timestamp that indicates when the card or checking account was authorized.
      • Customer ID—The constituent's ID in your merchant account.
      • Account ID—Your gateway account number. In TEST mode, Account ID always appears to be "1".

      creditcarddetails.png

      Built-In Gift Report Filter Changes

      Some clients had hundreds of groups, and it was taking a long time for Groups to load in this filter. Now, the Refresh button loads that part of the window so you can see your Funds, Campaigns, Appeals, Groups, and Batches.

      We've also made this filter consistent in all built-in Gift reports.

      You can also now exclude those values in all built-in reports.

      Additional_Filters.png

      March 2019

      Relative Date Filters

      Relative date filters allow the user to create queries with the Advanced Query Wizard that are relative to the time the query is executed, such as 'during the last month'.

      Relative_Dates_-_Relative_Settings.png

      This new functionality adds to the absolute date filters already in place that use fixed dates in the Advanced Query Wizard, such as January 1, 2018-December 31, 2018.

      Relative_Dates_-_Use_Calendar.png

      This is especially useful when creating queries which feed into Smart Groups. These Smart Groups would automatically populate with supporters that meet a range of dates and then sync every 12 hours as normal. Every time the query automatically runs, the date range automatically moves along in time.

      The 'Calendar' functionality is pre-selected by default. If the user selects "Relative" it will replace the calendar picker with an option to select the number of day(s), week(s), month(s), year(s) ago.

      New Operators New Values New Date Range Options
      is during the
      is not during the
      current
      previous
      next
      current and next
      current and previous
      day
      week
      month
      year 
      is before
      is after
      X day(s) ago
      is in the past
      is not in the past
      is in the future
      is not in the future
      N/A N/A

      NOTE: Relative date filters do not work currently with italicized Aggregate date fields or custom aggregate date fields.

      New Engage Transaction Tracking in CRM Advanced Query Wizard

      Use the new donation-related field in Advanced Query Wizard called 'Originated from Engage?' to search for donations that came from Engage. In constituent queries, this field is in the Donation Info table.

      Originated_Const_Table.png

      In donation queries, this field is in the main Donation table.

      Originated_Donation_Table.png

      New Engage Supporter Tracking in CRM Constituent Record

      The new 'Synced from Engage' link on Constituent Record makes it apparent which Constituent records have originated in Salsa Engage. The link is a shortcut to the supporter record in Engage. Clicking this link opens a new browser tab, logs the CRM user in to Engage, and displays the corresponding supporter record on that browser tab.

      Synched_with_Engage.png

      January 2019

      • We are proud to introduce support for Blackbaud's Financial Edge accounting package within Salsa CRM's Finance Export screen.
        FE_Mappings.png
        Salsa CRM's new Financial Edge export includes features designed to track posting dates and adjustments, and export data in two Financial Edge compatible formats. See this article for full documentation.
      • We have replaced the Summary Letter query results with aggregate information on the number of donors, donations, letters, and receipts. It is now much faster to process summary letters.
        Summary_Letters.png
        However, keep in mind that the speed of generating summary letters depends on the size of the original template and whether it includes many, large images.
      • We have added a {{Total Amount}} field to the Donation Variables for summary letters only. This represents a donor's total giving for the previous calendar year. You may find using this variable preferable to using the summary table in your summary letter.
      • We have fixed an issue so that the Print All button on the Letter Processing screen is now responsive to print printable letters or to email all emailable letters. You still need to configure your Email server in order to email summary letters.

      November 2018

      When importing data using the Advanced Import functionality that updates existing constituent records, the Resolve All Constituent Update now produces a Long Running Process in the database (Tools > Long Running Processes) that works behind the scenes to update data. Check that menu to see when your processes complete for large datasets.
      AI_RQ_LRP.png

      The Fund Items table has been added to a Constituent Advanced Query as a sub-table of Donation Info. Now, Constituent queries can output and filter on data like Fund Name and Payment Type.
      AQW_Const_Fund_Items.png

      October 2018

      Standard Donation Form Updates

      We have updated our look-and-feel of our standard donation form for Salsa CRM and added many new customizable options to changing the design of the form. This web donation form is generated automatically when the Credit Card configuration is saved and made "live" in the Manage > Configuration menu. NOTE: Previously applied CSS files need to be adjusted based on new <div> and <class> definitions.

      StandardDonationFormUpdate.png

      September 2018

      Salsa CRM introduces a new word processing integration with Google Docs to create and edit Documents for things like mail merges, donation thank you letters, summary letters, receipts, and donation batch printing. These documents will be able to utilize the CRM Donation, Constituent, or Membership variables you have come to expect. You will be able to start a new Word document from scratch or open a file already located on your hard drive, in Google Drive, or in Google Docs, and add this to your CRM Document list.

      Click here for help with our new Google Docs feature. Also be sure to check out training in Salsa Scholars.

      GoogleDocEdit.png

      NOTE: email communications from Salsa CRM like emailable donation form letters will still utilize the CRM default word processor, which is optimized for HTML authoring.

      July 2018

      We've added a Mail Merge option to the Pledge Reminder report, so you can send a CRM mailing to those in the report who need to be reminded about their pledge responsibilities.

      May 2018

      We've enhanced our new Performance Dashboard so that you can now schedule reports based on the parameters you set. You can also view, edit, and delete reports that have already been run. Click here for more information.

      March 2018 

      PERFORMANCE DASHBOARD

      We’ve built a brand new, graphical Performance Dashboard. Click here for a 2-minute video overview!

      The CRM Performance Dashboard provides important metrics and trends that an organization can use to gauge its performance over time. The initial release of the CRM Dashboard focuses on fundraising. Future releases will include other metrics. The CRM Performance Dashboard enables you to see...

      • A high-level view of your fundraising progress.
      • How your fundraising is performing this year compared to the same point in time last year.
      • A snapshot of the performance of your active funds, campaigns, and appeals.
      • Trends in your donor growth vs. churn over time.
      • The progress of your outstanding pledges.

      To get to the Performance Dashboard, click Reports > Performance Dashboard.

      Many of the graphs enable you to drill down to see campaigns, funds, and appeals for individual donations. Play around with the interface to discover how much information we've made accessible.

      The CRM Performance Dashboard is restricted to users with the "Salsa CRM Admin" role or users that have roles assigned with the "All Permissions" and "All-Level Access" options checked. Click here for online help.

      ACTIVITY CUSTOM FIELDS

      Salsa CRM now stores Activity Custom Fields from Salsa Engage for Constituent, Donation, and Advanced Queries.

      SECURITY UPDATE

      Salsa Labs is actively working on disabling TLS 1.0 for Salsa’s Services. In the interest of improving internet security and to employ best practices, TLS 1.0 is being sunset across the web in favor of TLS 1.1 and 1.2. Click here for everything you need to know.

      October 2017

      The new Constituent Update feature enables you to determine how data is handled when there is a potential conflict between data in Salsa CRM and data being pulled down from Salsa Engage.

      The Constituent Update feature comprises two new screens:

      • Constituent Update Rules
      • Constituent Update Management 

      Constituent Update Rules define how Salsa CRM handles updates to existing constituents that are pushed from Salsa Engage. Salsa CRM and Salsa Engage rely on UUID (a universally unique identifier) to ensure that records are matched correctly. The settings defined here will determine what data, if any, show up in the Constituent Update Queue. Click here for help.

      The Constituent Update Queue enables users to determine what data (including non-Activity custom fields) gets written to Salsa CRM when there are potential conflicts with data pulled down from Salsa Engage. The data that is seen here will depend on how constituent update rules are defined. Click here for help.

      August 2017

      You can now create "Smart Groups", which update automatically twice a day. A group is a static collection of constituents that meet certain criteria. A smart group is a collection of constituents--that is updated twice daily--that meet certain criteria. When new constituents meet the criteria of a smart group, they are added to the smart group automatically when Salsa CRM updates it.

      You can...
      - Use the Advanced Query Wizard to create a smart group from a query.
      - Convert an existing group into a smart group.
      - See the success/failure rate of a smart group.
      Smart groups can sync with Salsa Engage - If a smart group is synced with Salsa Engage, constituents will be pushed from Salsa CRM to Salsa Engage when the smart group runs.

      Click here for direction covering how to create a Smart Group.

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