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)


    • Related Articles

    • How do I create new users or edit existing users?

      Log in to your Sumac database. In the Sumac console, click Utilities, Sumac Administration, then click Users. The Users list will open. From here, there are three options: 1) Click New to create a new User. 2) Select an existing User Name and click ...
    • Sumac CRM - Virtual Instructor-led Training, April 9, 2021

      This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, April 9, 2021. This virtual training session covers: Navigating Through Sumac Entering New Records Managing Contacts Searching Running a Mailing  Reporting Entering ...
    • Sumac CRM - Virtual Instructor-led Training, May 7, 2021

      This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, May 7, 2021. This virtual training session covers: Navigating Through Sumac Entering New Records Managing Contacts Searching Running a Mailing  Reporting Entering ...
    • Sumac CRM - Virtual Instructor-led Training, September 9, 2020

      This is a video of our Sumac CRM virtual instructor-led training, hosted on Wednesday, September 9, 2020. This virtual training session covers: Navigating Through Sumac Entering New Records Managing Contacts Searching Running a Mailing  Reporting ...
    • What training is available?

      Every Sumac Silver, Gold and Platinum license includes two hours of free personal training each year for your team. During the personal training, one of our trainers will connect with you remotely and train you on how to use your database. Any number ...

    Contact Us

    1-877-399-4645