Sumac CRM - Sumac Basics - Virtual Instructor-led Training November 19, 2021
Sumac CRM - Sumac Basics - Virtual Instructor-led Training November 19, 2021
NOTE: 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 see the Advanced Search options this video explores in your own instance of Sumac, simply expand the "Advanced Search" option in your searching panel.
This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, October 22, 2021.
This virtual training session covers:
Navigating Through Sumac
Entering New Records
Managing Contacts
Searching
Running a Mailing
Reporting
Entering Donations
Thanking your donors
It also includes some simple navigation tips and tricks to make your life easier as you move around in your Sumac database.
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 ...
This is a video of our Sumac virtual instructor-led training, hosted on Friday, May 28, 2021. This virtual training session covers: Entering and renewing memberships Web integration for Memberships Membership Preferences Reporting And we’ll be ...
This is a video of our Sumac Receipting virtual instructor-led training, hosted on Friday, December 3, 2021. This virtual training session covers: Print Receipt Templates PDF Receipt Templates Thank you Email Templates Searching for Unreceipted ...
NOTE: 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 see the Advanced Search options this video explores in your own instance of Sumac, simply ...
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 ...