Searching
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 ...
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 ...
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 ...