Cleaning and Archiving Contacts - Virtual Instructor-led Training, April 23, 2021
Cleaning and Archiving Contacts - Virtual Instructor-led Training, April 23, 2021
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 Builder to refine that list
How to safely delete records
It also includes some simple navigation tips and tricks to make your life easier as you move around in your Sumac database.
Although we don't generally recommend archiving contacts, every database has a limit on the number of contacts you can add before you run out of space. If you can't expand your license to accommodate your growing contact list, here's how you can whittle it down to size.
This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, April 9, 2021. This virtual training session covers: Navigating Through Sumac Entering New Records Managing Contacts Searching Running a Mailing Reporting Entering ...
If you are running out of space in your contact list, and need to remove some old, inactive contacts to make more room, you have two options: 1) Archive the data in spreadsheets, then remove data from Sumac Perhaps once a year, you could export the ...
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 video shows you how to use List Builder to build a specific list of contacts by picking and choosing exactly which contacts you want to include: Script: https://sumac.com/assetswp/training-docs/List%20Builder.pdf
This video shows you how to use Search Builder, Sumac's query tool, to build more complex searches that find the precise groups of contacts you need to find: Script: https://sumac.com/assetswp/training-docs/Search%20Builder.pdf