This is a video of our Sumac CRM virtual instructor-led training, hosted on Wednesday, August 12, 2020. This virtual training session covers: Navigating Through Sumac Entering New Records Managing Contacts Searching Running a Mailing Reporting ...
This video explores tips and tricks for troubleshooting the most common search questions in Sumac: Script: https://sumac.com/assetswp/training-docs/searching%204%20-%20searching%20in%20lists%20tips%20and%20troubleshooting.pdf
This video shows you how to create a search that uses multiple criteria in a single list window: Script: https://sumac.com/assetswp/training-docs/searching%203%20-%20searching%20in%20lists%20using%20multiple%20criteria.pdf
This video gives you an overview on basic concepts for reporting in Sumac, and shows you how to use Sumac's built-in reports: Video Script: https://sumac.com/assetswp/training-docs/reporting%201%20-%20basic%20concepts%20and%20built-in%20reports.pdf