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  1. Salsa Knowledgebase
  2. Salsa CRM
  3. Constituents

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
  • CRM Constituent Record: Donation History
  • CRM Constituent Record: Notes Node
  • CRM Constituent Record: Relations
  • CRM Constituent Record: My Salsa CRM
  • CRM Constituent Record: Photo
  • CRM Constituent Record: Documents
  • CRM Constituent Record: Access Control
  • Merge Constituents from the Constituent Dashboard
  • Search for and Resolve Duplicates Using the Constituent Merge Utility
  • Group: Add or Remove Constituents
  • Quick Add Constituents
  • Email a Constituent
  • Manage an Existing Address
  • Head of Household
  • Export Constituent Contact Information
  • General Notes Configuration
  • Custom Fields Overview
  • Geographic Responsibility
  • My Salsa CRM Notes Configuration
  • Human Resources and Volunteer Node Configuration
  • Constituent Dashboard FAQ
  • FAQ: Why Would I Copy a Constituent to a New Record?

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