Mailings & Solicitations with Sumac - Virtual Instructor-led training, October 1, 2021
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 you to compose a search with criterion other than the type displayed in the "Simple Search" and searches with multiple criteria (see screenshot below):
This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, September 24, 2021.
This virtual training session covers how to do mailings and solicitations with your Sumac CRM.
It also includes some simple navigation tips and tricks to make your life easier as you move around in your Sumac database.
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