Sumac CRM - Sumac Basics - Virtual Instructor-led Training October 22, 2021

Sumac CRM - Sumac Basics - Virtual Instructor-led Training October 22, 2021

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 you to compose a search with criterion other than the type displayed in the  "Simple Search" and searches with multiple criteria (see screenshot below): 

This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, October 22, 2021.

This virtual training session covers:
  1. Navigating Through Sumac
  2. Entering New Records
  3. Managing Contacts
  4. Searching
  5. Running a Mailing 
  6. Reporting
  7. Entering Donations
  8. 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.


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