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
Script: https://sumac.com/assetswp/training-docs/Clean%20Contact%20Data%20(Import%20Workspace).pdf If you plan on importing data on a routine basis, consider using Universal Import! This helpful tool allows you to save your import preferences so ...