Training Videos for New Users

Training Videos for New Users

Welcome New Users!

These videos have been selected from our complete list of training videos to give you an introduction to using Sumac. We recommend watching them in the order they’re listed below.

And when you’re done with these, we’ve got lots more training videos you can dive into to become a Sumac expert here!

General Data Entry

2 Contacts Window Overview (6:07)
4 Explore a Contact Record (7:02)
3 Add New Contacts (2:39)
5 Add a Record to a Contact (1:46)
15 Manage Households (5:06)
18 Create a Communication Record (4:53)
20 Create a New Donation Record (4:34)


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