Sumac CRM - Virtual Instructor-led Training, July 30, 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, July 30, 2021.
This virtual training session covers:
- Using columns to sort & search
- Setting your column preferences
- Favourites for your Add to Contact list
- Personalizing Sumac's appearance
- and more
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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