Account Management
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
- How to refund a donation processed in the CRM
- How to: Order Credit Card Swipe Devices
- How to: Create and Send Summary Letters
- Donation Record Overview
- Fund/Campaign/Appeal Overview
- Batch Overview
Word Processing
- Templates for Form Letters in Salsa CRM
- Emailing End of Year Tax Summary Letters
- Printing End of Year Tax Summary Letters
- Building a Document for Thank You Letters
- Creating a Form Letter
- Creating an email form letter
Mail Merge
Reports Menu
- Reports Overview
- Performance Dashboard
- Built-in Reports Overview
- Schedule Built-in Reports
- Scheduled Reports List
- Cumulative Giving Report
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
- How to: Import Data into the CRM
- Advanced Import Overview
- Advanced Import Data File Best Practices
- Advanced Import Workflow
- Import Constituent Information
- Import Spouses 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
My Dashboard
- Campaign, Fund, and Appeal Stats
- Contacts Dashboard Widget
- Cultivation To Do List
- Donation Stats
- Events
- My Contacts
Services
Inventory Management
Configuration & Security
- Overview: Adding and Managing Users in Salsa CRM
- Email Configuration
- My Account
- Configuring Web Browsers to Allow CRM Pop-Up Windows
- What is GDPR?
- Active Consent - General Data Protection Regulation (GDPR)
Salsa CRM Integrations
- Salsa CRM and Salsa Engage Integration
- Sync CRM Constituents to Engage
- Potential Duplicate CRM Constituents From Salsa Engage
- Constituent Update Queue
- Wealth Screening with DonorSearch
- Wealth Screening With WealthEngine