Lesson 3: Single Contact Record (16 min.)

Sumac keeps track of your constituents – your clients, members and donors, audience, board members, staff, and other individuals and organizations. Sumac stores all the basic information about each constituent in a contact record. Additional related information, like communications and donations from a constituent are stored in separate records which are linked to the contact record.

In this lesson you’ll learn what is in a single contact record.

 

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