- Advanced Query Wizard
- CRM Announcements
- Advanced Import
- Word Processing
- Configuration & Security
- Constituents
- Cultivation
- Dashboard
- Donations
- Events Management and Logistics
- 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, 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>.
Advanced Query Wizard
- Advanced Query Wizard 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 an Engage Type Query
CRM Announcements
Advanced Import
- Advanced Import Overview
- Advanced Import Resolution Queue
- Advanced Import Permissions
- Database Structure
- Import New Constituent Information
- Import Constituents and Spouses
Word Processing
- FAQ: Retroactively Add Donation Form Letters to Donations
- Document Editor: Built-in Word Processor - Create an Email Letter
- Document Editor: Google Docs Overview
- Document Editor: Google Docs - Configure as Default Word Processor
- Document Editor: Google Docs - Add Variables to Your Letter
- Document Editor: Google Docs - Upload Document From External Source
Configuration & Security
- Access and Security Level: Overview
- Configuration Overview
- Configuration: Credit Card Payment Processing
- Implementation Guide for Standard Conversions
- Salsa Classic to Salsa CRM FAQ
- Active Consent - General Data Protection Regulation (GDPR)
Constituents
- Constituent Records Overview
- Add an Individual Constituent
- Add an Organization Type Constituent
- FAQ: Add CRM Users
- FAQ: Remove User Access from Salsa CRM
- FAQ: Update Existing Group With Existing Constituents From a Spreadsheet With the Advanced Query Wizard
Cultivation
Dashboard
- My Dashboard Overview and Configuration
- Campaign, Fund, and Appeal Stats
- Contacts
- Cultivation To Do List
- Donation Stats
- Events
Donations
- Add a Batch
- Add a New Donation
- Batch Explorer Overview
- Bulk Mail Solicitation
- Donations - Introduction
- FAQ: Closing Batches
Events Management and Logistics
- FAQ: Add Engage Registrants to a CRM Event
- Event Overview
- Event Configuration: Configuring an Event
- Event Search: Search for an Event
- Auction
- Budget
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
- Common Merchant Account Response Codes
- Registration
- Navigation Tool Bar
- Dashboard
- Reporting
Reports Menu
- Performance Dashboard
- Cultivation Report
- Gifts Report: Cumulative Giving
- Gifts Report: Donor Detail
- Gifts Report: Finance Summary
- Gifts Report: LYBUNT
Salsa CRM Integrations
- Add CRM Constituents to Engage
- Constituent Update Queue
- Integrate Salsa CRM with Quickbooks Online
- Proactive Deduplication for Salsa CRM and Salsa Engage
- Salsa CRM and Salsa Engage Integration
- Ticketing Integration with ShowClix
Schedule
- Add a Schedule Event
- Assign People to a Shift
- Missed Event Summary
- Schedule Configuration
- Search for an Event
- Shift Configuration