I am having some problems with the multiple related Addresses feature:

1. All of our legacy addresses, when we ran some upgrade to the Supporter Management module, were turned into "Home" addresses in the new multi-related Addresses pane of supporters' detail pages. In fact, since we are involved in policy advocacy, many of our supporters connect with us via their jobs and use their work address. Because we really don't know whether a supporter's address is for Home or Work or something else, we'd like to just call it "Other" until such time as we figure out how the heck to have supporters edit all their contact details for us :-)

But there appears to be no way to edit that Address Type field manually. Is there a way to edit it programmatically?


2. How would we specify which address is a supporter's primary mailing address, in the event that we some day may wish to send out snail mail?

3. How does one specify which address is the one the supporter used for voter registration? (say someone lives in one state and works in another)

thanks!

Tagged: addresses, home, work, Supporter Management

I'd like to know if the new-ish Contact History feature is useful for our organization. I cannot find any details in the documentation so have some questions:

1. How could a low-skilled user log in and easily see a list of their own scheduled contacts? Is the only solution to send them to the long list of queries, and train them how to enter their own Campaign Manager key to narrow the list to their own to-do's?

2. Once a list results from a query, it seems the only option is to export it. How can folks click through the Contact History in detail view for a group of selected records ... i.e., are there Previous/Next/Return to List buttons on any interface?

I wonder if anyone here is using the Contacts feature to good effect, and, if so, if you can describe the workflow you've set up for folks who are intimidated by the query interface.

Note: we do not have programmers on staff so we cannot program our own user-friendly UI using the API. We are hopeful that a user-friendly option for CRM exists within Salsa itself.

thanks!

Tagged: Salsa, Supporter Management

Has anyone used the import feature to clear a supporter field?
I want to clear our "Other Data 3" field, so I tried an tab-spaced import.  It had three columns, the middle being empty. When choosing fields, I applied the middle column to "Other Data 3".  The import finished but the data is still there.

Tagged: field, import, Salsa, supporter, Supporter Management

I created t-shirts as an item for our storefront.  How do allow people to choose their size?  They can select the amount of shirts they want, but not the sizes.  Do I have to create a different item for each shirt?

Tagged: Salsa, Storefront, Website Features