Searching
Searching in a list using Operators
This article explains search operators. A database record is made of many little pieces of data which are stored in fields. When you search, you are looking for specific data in specific fields. In this example, we'll search for contacts living in ...Searching in list: Tips and Troubleshooting
If you run a search in Sumac and get some unexpected results, review your search criteria to ensure that they are correct, and reflect on what you're trying to find. Common reasons for unexpected search results Search criteria are not specific ...Searching in list using multiple search criteria
Searching Donations On the Sumac Dashboard, expand Fundraising and click Donations. The search area always appears at the top of a list. The Search Type menu in the Donations list holds search criteria that relate to donations, such as when donations ...My search options have disappeared
Sumac has powerful searching capabilities so you can find anything in your database; contacts, donation information, client and volunteer data, memberships, tickets, everything! With the new simple search, you are able to search the records with the ...How to build a custom contact list using List Builder
List Builder lets you build a list of specific contacts by dragging and dropping them into the List Builder Window. You can search across different areas of Sumac CRM, compile those results in one list, and then take advantage of the tools in the ...How to use Search Builder
Search Builder lets you search for contacts based on any criteria in the database, such as contact type and donation information. In this example, we'll look at creating a mailing list for a holiday campaign. We'll send solicitation letters to anyone ...Basic Concept of Searching in Sumac
The Benefits of Effective Searching Sumac has powerful searching capabilities so you can find anything in your database; contacts, donation information, client and volunteer data, memberships, tickets, and more. This article covers basic searching ...Which Connector Should I use in Search Builder?
Here’s a picture to help you understand the connector you need to use to find what you want. Example Criteria Suppose Criterion 1 is: Has a Beard Suppose Criterion 2 is: Wears Glasses Results Here are the results you will get for each connector: AND ...
Contact Us
1-877-399-4645
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.