Training videos

The video training is divided into lessons, between 5 to 30 minutes long. There is a description of the content of each section. If you click the title, you can view the video and download the script.

• Lesson 1: Basics for All Users (12 min.)

  • basic skills required by all Sumac users
• Lesson 2: Communications (12 min.)

  • search for communications
  • edit existing communications
  • create new communications
  • edit many communications at once
  • relate sets of communication records to get insight into patterns of communications
• Lesson 3: Single Contact Record (16 min.)

  • learn what is in a single contact record
• Lesson 4: Contacts List (17 min.)

  • expand a contact to see related information
  • create a new contact
  • create and modify households
  • use Mail Merge to create a personalized document for each contact
  • generate mailing labels
  • review facts for many contacts
  • send bulk email to many contacts at once
  • eliminate duplicate contact records
  • use Set Values to change many records at once
• Lesson 5: Finding Contacts (17 min.)

  • use other lists to show contacts
  • search within a single column in the contacts list
  • use special searching capabilities of the contacts list
  • Search Builder
• Lesson 6: Administrator Tasks (15 min.)

  • add users and specify their capabilities
  • update licensing information
  • unlock locked records
  • manage lookup lists
  • enter information about offices
  • specify system-wide preferences
  • back up the Sumac database
• Lesson 7: Grow Your Own (9 min.)

  • manage data records with content completely customized to your needs
• Lesson 8: Donations (15 min.)

  • create new donations
  • change several donations at once
  • make and email receipts
  • explore donations
• Lesson 9: Importing (30 min.)

  • clean up data to get it ready for importing
  • import new contacts into the database
  • import donations
  • import communications indicating attendance at an event
• Lesson 10: Email (13 min.)

  • how to use Sumac to send bulk email
• Lesson 11: Mail Merge (13 min.)

  • administrator settings for Mail Merge 
  • prepare a template
  • use Mail Merge to personalize documents