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Whether you are brand new to using Sumac, or a more experienced user looking for a refresher, this webinar is a short crash course on how to use Sumac and make your life easier while working in your database.
We run this webinar multiple times a week, so you can learn core Sumac skills when it's convenient for you.
How does Sumac handle Households/Families?
There are three ways that Sumac can manage households and families: 1) You can have just one contact record that represents the Household. Rather than having several contact records for each individual member of the family, you can just have one ...
Can Sumac integrate with MailChimp?
Yes, Sumac can integrate with MailChimp. You would set up your mailing lists in Sumac to match the mailing lists you have in MailChimp, as well as give Sumac some details about your MailChimp account so that Sumac knows how to send the mailing list ...
How-to Video: Contacts - Add New Contacts (2:39)
Does Sumac automatically receipt online donations? How do I set this up?
If you are using Sumac's Website Integration service, Sumac can automatically receipt online donations. When someone donates online, Sumac will send the donor an email confirming that the donation was received and will send the donor's receipt as an ...
Sumac says someone else is editing a record, but no one is. How can I edit the record?
When you edit certain types of records (e.g. contacts, programs, ticket orders), Sumac locks the record so that only one person can edit it at once. If, while the record is still being edited, Sumac is terminated or the computer crashes, the record ...