What's New and Getting Started
- What's New For Salsa CRM—October 2021
- SmartEngagement Technology for Salsa CRM
- Implementation Guide for Standard Conversions
- Browser Support
- Configure Your Web Browser to Allow CRM Pop-up Windows
- Salsa CRM Toolbar Orientation
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
- Fund/Campaign/Appeal Overview
- Batch Overview
- Add a Fund, Campaign, or Appeal
- Add a Batch
- Add a New Donation
Word Processing
- Templates for Form Letters in Salsa CRM
- Emailing End of Year Tax Summary Letters
- Printing End of Year Tax Summary Letters
- Word Processing Overview
- Word Processing: Configure Google Docs as Default Word Processor
- Word Processing - Quick Guide to Add Your First Letter
Mail Merge
Reports Menu
- Reports Overview
- Performance Dashboard
- Built-in Reports Overview
- Schedule Built-in Reports
- Scheduled Reports List
- Common Questions About the April 2021 Built-in Reports Update
Advanced Query Wizard
- 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 Smart Group 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
- Advanced Import Workflow
- Import Constituent Information
- 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
My Dashboard
- Campaign, Fund, and Appeal Stats
- Contacts Dashboard Widget
- Cultivation To Do List
- Donation Stats
- Events
- My Contacts
Services
Inventory Management
Configuration & Security
- Email Configuration
- My Account
- Add CRM Users
- Remove CRM Users
- User Login Problems
- Two Factor Authentication in Salsa CRM
Salsa CRM Integrations
- Salsa CRM and Salsa Engage Integration
- Sync CRM Constituents to Engage
- Potential Duplicate CRM Constituents From Salsa Engage
- Constituent Update Queue
- Wealth Screening with DonorSearch
- Wealth Screening With WealthEngine