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Start/Logon to Sumac
Customize My Database
Database Administration
Common Operations:
Receipting
Reporting
Create Print Mail
Search & Queries
Send Email
Receive Email
Export and Print
Bulk Edit
Contact Management
Donation Management
Track Communications
Case Management
Grant Management
Membership Management
Pledge Management
Volunteer Management
Import Data
Course Registration
Ticketing
Ledger Entries

Donation Management

# Title Script Video
24 Explore Donations (1:19) Script Video
34 Manage Donation Preferences (4:02) Script Video
25 Useful Donation Reports (2:46) Script Video
20 Create a New Donation Record (4:39) Script Video
21 Assign Batches (3:59) Script Video
41 Import Donations (8:50) Script Video
22 Make Donation Receipts (6:59) Script Video
43 Create Annual Donation Summary Letters (U.S. Style) (4:01) Script Video
23 Email Donation Receipts (7:18) Script Video
47 How to Make a Copy of a Tax Receipt (3:05) Script Video
48 How to Cancel an Invalid Tax Receipt (4:16) Script Video
46 Add a New Pledge (4:17) Script Video
59 Process Pledges (4:28) Script Video