Salsa CRM Help Documentation
The best way to learn Salsa software is to... <ol> <li>Complete <a href="https://salsalabs.skilljar.com/">Salsa Scholars training </a> for the subjects you are interested in.</li> <li>Use this knowledgebase and in-application walkthroughs (referring back to Scholars as needed).</li> <li>Experiment with the applications, using Scholars and the Knowledgebase as guides.</li> </ol> If you can't find what you need here, contact our Salsa Customer Support team using in-software support under the <strong>Help > Help Desk > Send Request</strong> menu or via email (<a href="mailto:support@salsalabs.com">support@salsalabs.com</a>) Monday through Friday, 8 AM to 8 PM Eastern. We are closed during certain US holidays. Check out our rapid-response Twitter feed at <a href="https://twitter.com/salsalabsops">@salsalabsops</a>.
New & Improved, Announcements, and More!
Getting Started and Support Hours
Advanced Query Wizard
- Advanced Query Wizard (AQW) Overview
- FAQ: How Do I Find Recurring Donations With An Advanced Query?
- 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
- Import New Constituent Information
- Import Constituents and Spouses
- Import New Constituent and Donation Information
- Import Pledges and Pledge Payments
- Import Donations with Spouses as Co-Donors
Configuration & Security
- Access and Security Level: Overview
- Configuration Overview
- User Configurable Options
- Active Consent - General Data Protection Regulation (GDPR)
- Add a Donation Source
- Add a Role
Constituents
- Constituent Records Overview
- Constituent Explorer Nodes
- Constituent Dashboard FAQ
- Quick Add Constituents
- Add an Individual as a Constituent
- Add an Organization as a Constituent
Cultivation
Donations
- Donations - Introduction
- Batch Explorer Overview
- Authorize and Save Merchant Account Information
- Add a Batch
- Add a New Donation
- Add a Credit Card Donation Manually (if not processing through Salsa CRM)
Events and Logistics
See all 54 articlesForms
- Forms Overview
- Add a Form to a Constituent Record
- Create a New Form
- Set Keywords for Form Fields to Use in Queries
- Configure Forms
- Copy Forms
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
Reports Menu
- Performance Dashboard
- Cultivation Report
- Membership Statistics Report
- Gifts Report: Cumulative Giving
- Gifts Report: Donor Detail
- Gifts Report: Finance Summary
My Dashboard
- My Dashboard Overview and Configuration
- Campaign, Fund, and Appeal Stats
- Contacts Dashboard Widget
- Cultivation To Do List
- Donation Stats
- Events
Schedule
- Schedule Configuration
- Add a Schedule Event
- Assign People to a Shift
- Missed Event Summary
- Search for an Event
- Shift Configuration
Services
Tasks
Word Processing
- Acknowledgment Wizard: Overview and How To
- Mail Merge: Overview
- Document Editor: Google Docs Overview
- Document Editor: Google Docs - Configure as Default Word Processor
- Document Editor: Google Docs - Create a New Document
- Document Editor: Google Docs - Upload Document From External Source
Salsa CRM Integrations
- Salsa CRM and Salsa Engage Integration
- Add CRM Constituents to Engage
- Constituent Update Queue
- FAQ: What Do I Need To Know About Salsa Classic to Salsa CRM Conversions?
- Implementation Guide for Standard Conversions
- Integrate Salsa CRM with Quickbooks Online