How-to Video: 1. Basic Concept of Searching (7:14)
How-to Video: 1. Basic Concept of Searching (7:14)
NOTE: The video below shows a slightly older version of Sumac. In a recent release, we added a new Simple Search option, which is not shown in the video.
To see the Advanced Search options this video explores in your own instance of Sumac, simply expand the "Advanced Search" option in your searching panel.
This video explores basic searching features in Sumac, Search Criteria and Operators, Searching in Lists, and Searching with Multiple Criteria. It also features examples of some common searches:
The Benefits of Effective Searching Sumac has powerful searching capabilities so you can find anything in your database; contacts, donation information, client and volunteer data, memberships, tickets, and more. This article covers basic searching ...
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
Sumac has powerful searching capabilities so you can find anything in your database; contacts, donation information, client and volunteer data, memberships, tickets, everything! With the new simple search, you are able to search the records with the ...
When trying to find contacts who have memberships matching assorted criteria, you can use Search Builder to find contacts who are listed in the Member field, or the Member 2, 3, 4, 5, 6 or Billing Contact fields of their corresponding membership ...
This video explores how to search using Search Operators in Sumac: Script: https://sumac.com/assetswp/training-docs/searching%202%20-%20searching%20in%20lists%20using%20search%20operators.pdf