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 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 use List Builder to build a specific list of contacts by picking and choosing exactly which contacts you want to include: Script: https://sumac.com/assetswp/training-docs/List%20Builder.pdf
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 ...