What's New and Getting Started
- What's New For Salsa CRM—October 2020
- Browser Support
- Configure Your Web Browser to Allow CRM Pop-up Windows
- Salsa CRM Toolbar Orientation
- Glossary of Common Terms
- CRM User Search
Constituents
- Search for a Constituent Record in CRM
- Add an Individual Constituent in CRM
- Add an Organization as a Constituent in CRM
- National Change of Address (NCOA)
- CRM Constituent Dashboard Overview
- CRM Constituent Record Nodes
Donations
- Donation Record Overview
- Add a Fund, Campaign, or Appeal
- Add a New Donation
- Batch Overview
- Search for an Existing Batch
- Add a Batch
Word Processing
- Document Editor: Google Docs Overview
- Acknowledgment Wizard: Overview and How To
- Word Processing Best Practices and Predesigned Form Letter Templates
- Mail Merge: Overview
- Document Editor: Google Docs - Configure as Default Word Processor
- Document Editor: Google Docs - Create a New Document
Reports Menu
- Performance Dashboard
- Cultivation Report
- Membership Statistics Report
- Gifts Report: Cumulative Giving
- Gifts Report: Donor Detail
- Gifts Report: Finance Summary
Advanced Query Wizard
- FAQ: How Do I Find Each Donor's Average Gift?
- Advanced Query Wizard (AQW) Overview
- Advanced Query Wizard: Create a General Purpose Query
- Advanced Query Wizard: Create a Mail Merge Query
- Advanced Query Wizard: Create a Form Type Query
- Advanced Query Wizard: Create an Audit Trail Query
Advanced Import
- Advanced Import Overview
- Advanced Import Data File Best Practices
- Import Constituent Information
- Advanced Import Resolution Queue
- Import Spouses with Constituents
- Import Donations with Constituents
Forms
- Forms Overview
- Configure Forms
- Design Forms
- Create a New Form
- Edit Existing Forms
- Set Keywords for Form Fields to Use in Queries
Cultivation
Tasks
Membership
Merchant Services
- Merchant Services Introduction to Cardpointe
- Registration
- Navigation Tool Bar
- CardConnect Dashboard
- Reporting
- Virtual Terminal (VT)
My Dashboard
- Campaign, Fund, and Appeal Stats
- Contacts Dashboard Widget
- Cultivation To Do List
- Donation Stats
- Events
- My Contacts
Events and Logistics
- Events Overview
- Events Explorer Sidebar
- Event Configuration: Configuring an Event
- Event Search: Search for an Event
- Event Overview: Coordinators
- Event Overview: Configuring the Default Template to Your Needs
Inventory Management
Services
Schedule
- Schedule Configuration
- Add a Schedule Event
- Search for an Event
- View Your Schedule
- Missed Event Summary
- Shift Configuration
Configuration & Security
- Access and Security Level: Overview
- Active Consent - General Data Protection Regulation (GDPR)
- Add a Donation Source
- Add a Role
- Configuration Overview
- Configuration: City Files
Salsa CRM Integrations
- Salsa CRM and Salsa Engage Integration
- Implementation Guide for Standard Conversions
- Sync CRM Constituents to Engage
- Potential Salsa CRM Duplicate Constituents From Salsa Engage
- Constituent Update Queue
- Wealth Screening with DonorSearch