Salsa CRM Help Documentation
What's New
Getting Started
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 Form Type Query
- Advanced Query Wizard: Create an Audit Trail Query
- Advanced Query Wizard: Create a Query That Syncs Data to Engage
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
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
Constituents
- Constituent Records Overview
- Quick Add Constituents
- National Change of Address (NCOA)
- Constituent Explorer Nodes
- Constituent Dashboard FAQ
- Add an Individual as a Constituent
Cultivation
Donations
- Donations - Introduction
- Constituent Donation History
- Batch Overview
- Create a Fund, Campaign, or Appeal
- Search for an Existing Batch
- Add a Batch
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
Forms
- Forms Overview
- Configure Forms
- Design Forms
- Create a New Form
- Edit Existing Forms
- Set Keywords for Form Fields to Use in Queries
Inventory Management
Membership
Merchant Services
- Merchant Services Introduction to Cardpointe
- Salsa CRM Credit Card Payment Processing Configuration
- Common Merchant Account Response Codes
- Registration
- Navigation Tool Bar
- CardConnect Dashboard
My Dashboard
- Campaign, Fund, and Appeal Stats
- Contacts Dashboard Widget
- Cultivation To Do List
- Donation Stats
- Events
- My Contacts
Reports Menu
- Performance Dashboard
- Cultivation Report
- Membership Statistics Report
- Gifts Report: Cumulative Giving
- Gifts Report: Donor Detail
- Gifts Report: Finance Summary
Schedule
- Schedule Configuration
- Add a Schedule Event
- Search for an Event
- View Your Schedule
- Missed Event Summary
- Shift Configuration
Services
Tasks
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
Salsa CRM Integrations
- Salsa CRM and Salsa Engage Integration
- Implementation Guide for Standard Conversions
- Add CRM Constituents to Engage
- Potential Salsa CRM Duplicate Constituents From Salsa Engage
- Constituent Update Queue
- Wealth Screening with DonorSearch