- Advanced Import
- Built-In Word Processor, Acknowledgement Wizard, and Mail Merge
- Configuration & Security
- Constituents
- Cultivation
- Dashboard
- Data Sync
- Donations
- Events
- Forms
- Help
- Membership
- Merchant Services
- Reports Menu
- Salsa CRM Integrations
- Schedule
- Services
- Tasks
Salsa CRM
Salsa CRM is best of breed nonprofit constituent relationship management software. Salsa CRM came from the merger of Salsa Labs and DonorPro. With a fresh new browser-based interface, you can access Salsa CRM from anywhere at any time to manage your donors and your donations.
Advanced Import
- Advanced Import Overview
- Advanced Import Permissions
- Import Information to Forms
- Import New Constituent and Donation Information
- Import New Constituent Information
- Import Pledges and Pledge Payments
Built-In Word Processor, Acknowledgement Wizard, and Mail Merge
- Acknowledgment Wizard: Overview and How To
- Built-In Word Processor: Overview
- Mail Merge: Overview and Getting Started
- Report Wizard: Overview
- Acknowledgement Wizard: Add an Acknowledgment Letter Template
- Built-In Word Processor: Add Images
Configuration & Security
- Access and Security Level: Overview
- Configuration Overview
- Add a Donation Source
- Add a Role
- Configuration: Add, Edit, Delete, Archive, or Restore Custom Fields
- Configuration: City Files
Constituents
- Access Control
- Adding an Individual Constituent
- Adding an Organization Type Constituent
- Adding Directions to an Address
- Constituent Configuration
- Constituent Merge Utility
Cultivation
Dashboard
- Dashboard Overview and Enablement
- Campaign, Fund, and Appeal Stats
- Contacts
- Cultivation To Do List
- Donation Stats
- Events
Data Sync
- Database
- Import
- Advanced Import - Introduction
- Process Import & Resolution Queue
- Finance Export
- Finance Export Wizard for Quickbooks
Donations
- Creating a Pledge Installment through a Constituent's Record
- Entering a Credit Card Donation Manually (if not processing through Salsa CRM)
- Adding a Batch
- Adding a Gift in Kind Donation to Inventory
- Batch Explorer Functions
- Batch Management
Events
- Auction
- Budget
- Check Out
- Event Configuration: Configuring an Event
- Event Overview
- Event Search: Search for an Event
Forms
- Overview of Forms
- Configure Forms
- Design Forms
- Create a New Form
- Edit Existing Forms
- Set Keywords for Form Fields to Use in Queries
Help
Membership
Merchant Services
- Merchant Services Introduction
- Registration
- Navigation Tool Bar
- Dashboard
- Reporting
- Virtual Terminal (VT)
Reports Menu
- Advanced Query Wizard Overview
- Advanced Query Wizard: Aggregate Query Results
- Advanced Query Wizard: Create a Form Type Query
- Advanced Query Wizard: Create a General Purpose Query
- Advanced Query Wizard: Create a Mail Merge Query
- Advanced Query Wizard: Fields Definitions in a Donation Type Query
Salsa CRM Integrations
Schedule
- Schedule Configuration
- Adding a Schedule Event
- Searching for an Event
- Viewing your Schedule
- Missed Event Summary
- Shift Configuration