How-to Video: Create Membership Types and Benefits (5:19)
NOTE: The video below shows a slightly older version of Sumac. In a recent release, Lookup Lists was renamed to Field Values:
Related Articles
Using Search Builder to find all contacts who might be linked to the same membership record
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 ...How-to Video: Create a New Communication Record (5:00)
Script: https://sumac.com/assetswp/training-docs/Create%20New%20Communication%20Record.pdfHow-to Video: Create Labels/Envelopes (3:20)
Script: https://sumac.com/assetswp/training-docs/Create%20Labels%20and%20Envelopes.pdfHow-to Video: Step 2. Create html template (6:40)
Script: https://sumac.com/assetswp/training-docs/Create%20html%20template.pdfHow-to Video: Create a New Donation Record (4:39)
Script: https://sumac.com/assetswp/training-docs/Create%20New%20Donation%20Record.pdf