Segments and User Types are security features of Sumac that allow you to control who can see and access contact records, as well as other information about contacts in your database. For organizations using Sumac for Case Management, Segments and ...
This video shows you how to define Credit Accounts to facilitate using Ledger Entries in Sumac. Script: https://sumac.com/assetswp/training-docs/Ledger%20Entries%204%20-%20How%20to%20Define%20Credit%20Accounts.pdf
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