- CRM Announcements
- Advanced Import
- Built-In Word Processor, Acknowledgment Wizard, and Mail Merge
- Configuration & Security
- Constituents
- Cultivation
- Dashboard
- Donations
- Events
- Forms
- Help
- Membership
- Merchant Services
- Reports Menu
- Salsa CRM Integrations
- Schedule
- Services
- Tasks
Salsa CRM Help Documentation
If you can't find what you need here, our Customer Support team is available via phone (866.935.8281) and email (support@salsalabs.com) Monday through Friday, 8 AM to 8 PM Eastern Standard Time. We are closed during US holidays but we always have team members monitoring our inbox.
CRM Announcements
Advanced Import
- Advanced Import Overview
- Database Structure
- Advanced Import Permissions
- Import
- Import Information to Forms
- Import New Constituent and Donation Information
Built-In Word Processor, Acknowledgment Wizard, and Mail Merge
- Acknowledgment Wizard: Overview and How To
- Built-In Word Processor: Overview
- Mail Merge: Overview and Getting Started
- Report Wizard: Overview
- Acknowledgment Wizard: Add an Acknowledgment Letter Template
- Built-In Word Processor: Add Images
Configuration & Security
- Access and Security Level: Overview
- Configuration Overview
- Implementation Guide for Standard Conversions
- Active Consent - General Data Protection Regulation (GDPR)
- Add a Donation Source
- Add a Role
Constituents
- Access Control
- Add an Individual Constituent
- Add an Organization Type Constituent
- Add Directions to an Address
- Constituent Configuration
- Constituent Nodes
Cultivation
Dashboard
- Dashboard Overview and Enablement
- Campaign, Fund, and Appeal Stats
- Contacts
- Cultivation To Do List
- Donation Stats
- Events
Donations
- Batch Explorer Overview
- Batch Management Overview
- Campaigns, Funds, and Appeals Overview
- Donations - Introduction
- Honorary and Memorial Donations Overview
- Recurring Batches Overview
Events
- Auction
- Budget
- Check Out
- Event Configuration: Configuring an Event
- Event Overview
- Event Search: Search for an Event
Forms
- 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
Help
Membership
Merchant Services
- Merchant Services Introduction to Cardpointe
- Customers
- Dashboard
- FAQs
- My Profile
- Navigation Tool Bar
Reports Menu
- Advanced Query Wizard Overview
- Performance Dashboard - New!!!
- 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
Salsa CRM Integrations
- Constituent Update Queue
- Integrate Salsa CRM with Quickbooks Online
- Proactive Deduplication for Salsa CRM and Salsa Engage
- Salsa CRM and Salsa Engage
- Ticketing Integration with ShowClix
- Turn CRM Constituents into Engage Supporters
Schedule
- Add a Schedule Event
- Assign People to a Shift
- Missed Event Summary
- Schedule Configuration
- Search for an Event
- Shift Configuration