If you are using Sumac's Web Integration service, when somebody makes an donation through your website, records are automatically created or updated in your Sumac database. Sumac helps to prevent duplicate records being added to the database by ...
Script: https://sumac.com/assetswp/training-docs/Importing%20Contacts.pdf If you plan on importing on a routine basis, consider using Universal Import! This helpful tool allows you to save your import preferences so that it is quick and easy to ...
This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, April 23, 2021. This virtual training session covers: Using Search Builder to identify records to remove How to pull that list for your team to validate Using List ...