How-to Video: Explore Communications (3:44)

How-to Video: Explore Communications (3:44)

    • Related Articles

    • How-to Video: Explore Donations (1:19)

    • 4. Communications Data Preparation Instructions

      Type of information that goes in this tab of the template: This tab is where you will enter any interactions you have, with a CONTACT in your database, that requires a date but does not require you to track the duration of the interaction. Some ...
    • Sumac CRM - Virtual Instructor-led Training, September 9, 2020

      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 expand the search options, click "Advanced Search" (see screenshot below): "Advanced Search" enables ...
    • Sumac CRM - Virtual Instructor-led Training, August 12, 2020

      NOTE: the video is an older version of Sumac and we have since added a Simple Search option. To see your Advanced Search options, as you will see in the video, simply expand Advanced Search. This is a video of our Sumac CRM virtual instructor-led ...
    • How-to Video: Bulk Edit (1:59)

      This video shows you how to Bulk Edit several records at once in Sumac. Video script:

    Contact Us