Sumac CRM - Virtual Instructor-led Training, September 9, 2020

Sumac CRM - Virtual Instructor-led Training, September 9, 2020

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 Wednesday, September 9, 2020.

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.

Whether you're a beginner trying to get a handle on using Sumac, or a seasoned user looking to brush up on your Sumac skills, this video should give you a crash-course in using Sumac more effectively!