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
- Fund/Campaign/Appeal Overview
- Add a Fund, Campaign, or Appeal
- Retire a Fund, Campaign, or Appeal
- Delete An Existing Fund
- Add a New Donation
Word Processing
- Word Processing - Quick Guide to Add Your First Letter
- Word Processing Overview
- Mail Merge: Overview
- Word Processing Best Practices and Predesigned Form Letter Examples
- Document Editor: Configure Google Docs as Default Word Processor
- Document Editor: Create a New Form Letter Document from a Predesigned Example
Reports Menu
- Reports Overview
- Performance Dashboard
- Cultivation Report
- Membership Statistics Report
- Gifts Report: Cumulative Giving
- Gifts Report: Donor Detail
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
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
Services
Inventory Management
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