Partner Academy - Sumac for Memberships
Learn the basics of Sumac for Memberships in this 15 minute webinar.
How does Sumac handle family memberships?
There are a couple of ways you could approach it: 1) You could store the Family itself as the contact with the membership, and also create contact records for each of the other individual family members, then use relationships to link the individuals ...
Partner Academy - Sumac for Volunteers
In this 15-minute webinar, you'll learn how to manage volunteer types, volunteers, and how to match the best available volunteer to a volunteering opportunity. Sumac for Volunteers Hosted by Penny Rolinski About this webinar Learn the basics of Sumac ...
Partner Academy - Sumac Donations - Templates
Learn how to set up receipt templates in Sumac for Donations. Receipting in Sumac Donations: Templates Hosted by Meaghan Watson, Penny Rolinski About this webinar Welcome to our Sumac Donations Receipting Templates webinar! Whether you are making ...
How to set up Group Memberships
Group memberships handles family, company and group memberships. As of March 2023, the hard limit of 5 members contacts per membership has been removed. Set up Group Memberships First, go to Customize Database and select Field Values. Go to ...
How to create Membership Types and Benefits
If you have a Membership program you likely have different levels of memberships such as Adult, Senior, Student and Family. Each Membership Type likely has a different fee associated with it. Your organization may also offer different benefits for ...
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