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Michele Cogley

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Activity overview

Latest activity by Michele Cogley
  • Michele Cogley created an article,

    Add a Recurring Credit Card Donation

    Recurring donations are credit card donations that are automatically paid to your foundation on a recurring schedule. Donors may submit recurring donations via one of your online donation forms or ...

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  • Michele Cogley created an article,

    Finance Export and Import for Quickbooks

    Salsa CRM's Finance Export report enables you to share information with QuickBooks. Salsa CRM captures the 'A–to–Z' of donors and their giving, but accounting often only needs to track part of that...

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  • Michele Cogley created an article,

    Add Members to Membership Programs

    You are able to add members to your Membership Programs in three ways: Manage > Membership > Members screen:                Membership Node on the corresponding Constituent's record: Donatio...

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  • Michele Cogley created an article,

    Membership Configuration

    Configuring Membership to meet your needs is easy! Take a moment to identify your Membership levels, benefits, etc. using the guide below.  This page was designed for print and constructed to help ...

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  • Michele Cogley created an article,

    Membership Overview

    Salsa CRM offers you the ability to configure, track and manage your subscription-based membership information. Track membership on individual constituent records or use the Member Subscriptions sc...

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  • Michele Cogley created an article,

    Check Out

    The Check Out screen allows you to search by specific criteria, view all paid and unpaid events fees, view the details of each fee and easily enter the payment for these fees. The Check Out screen ...

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  • Michele Cogley created an article,

    Teams: Adding Sponsors to Teams

    Once you have entered a Team, you can add a sponsor of the Team by selecting Sponsors from the Event Explorer. On the Sponsors screen, select the Add button. The Add Sponsorable Items window appea...

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  • Michele Cogley created an article,

    Teams

    NOTE: The Teams node appears in the Event Explorer only if you have selected the "This event includesteams" checkbox in the Activities section of the main event page. To assign teams for...

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  • Michele Cogley created an article,

    Auction: Report Tab - Reports on Auction Items

    To view reports on auction items, select the Reports tab at the top of the auction screen. The Title is what was entered through the Manage, Configuration, and General page of Salsa CRM. Enter a S...

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  • Michele Cogley created an article,

    Auction: QuickBid Tab

    You may also enter winning bids through the QuickBid tab at the top of the auction screen. To enter winning bids, select the QuickBid tab at the top of the auction screen. Enter the Item Number, W...

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