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  1. Salsa Knowledgebase
  2. Salsa CRM
  3. Configuration & Security

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
  • Configuration: Constituent Update Rules
  • Configuration: Constituents
  • Configuration: Credit Card
  • Configuration: Custom Fields
  • Configuration: Form Letters & Receipts
  • Configuration: General
  • Configuration: Giving Level
  • Configuration: Group/Smart Group
  • Configuration: Mapping
  • Configuration: Notes
  • Configuration: Receipts
  • Configuration: Reciprocal Relations
  • Configuration: Roles
  • Configuration: Salutation Preferences
  • Configuration: Tasks
  • Configuration: WealthEngine
  • Configuration: Web Donations
  • Database Structure
  • Edit Donation Source
  • FAQ: How Do I Add CRM Users?
  • FAQ: How Do I Remove CRM Users?
  • Hide/Show Fields
  • Link to Your Donation Web Page
  • Long Running Processes
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