All How-to Videos

Getting Started

# Category Title Script Video
1 Basic Start/Logon & Sumac Console (1:44) Script Video

Customizing Your Database

# Category Title Script Video
30 Customizing Customize Your Database (3:14) Script Video
31 Customizing Lookup Lists (2:41) Script Video
32 Customizing Add Tabs to Contact Record (5:41) Script Video
33 Customizing Create a Grow Your Own Module (8:11) Script Video
34 Customizing Manage Donation Preferences (7:11) Script Video

Managing Contacts

# Category Title Script Video
2 Basic Contacts Window Overview (6:07) Script Video
3 Basic Add New Contact (2:39) Script Video
4 Basic What is in a Contact Record (7:12) Script Video
5 Basic Add Record to Contact (1:53) Script Video
13 Other Tools Bulk Edit (2:00) Script Video
14 Other Tools Resolve Duplicates (4:38) Script Video
15 Other Tools Households (5:15) Script Video
16 Other Tools Export (2:28) Script Video
17 Other Tools Print (1:28) Script Video

Importing

# Category Title Script Video
37 Importing Clean Contacts – Import Workspace (7:57) Script Video
38 Importing Import Contacts (3:52) Script Video
41 Importing Import Donations (8:50) Script Video

Searching

# Category Title Script Video
6 Searching Search Builder (5:59) Script Video
7 Searching List Builder (1:37) Script Video
53 Searching Searching 1 – Basic Concept Overview (7:13) Script Video
54 Searching Searching 2 – Searching in list using operators (2:28) Script Video
55 Searching Searching 3 – Searching in list using multiple criteria (6:24) Script Video
56 Searching Searching 4 – Searching in list tips and troubleshooting (3:02) Script Video

Templates & Mailings

# Category Title Script Video
8 Mailings Make Template (5:32) Script Video
9 Mailings Create Personalized Letters/Mail Merge (3:14) Script Video
10 Mailings Create Labels/Envelopes (3:20) Script Video
11 Mailings Send Bulk Email (4:25) Script Video

Sending and Receiving Email

# Category Title Script Video
35 Email Step 1. Configure Database to Send Email (3:19) Script Video
40 Email Step 2. Create HTML Template (6:37) Script Video
11 Email Step 3. Send Bulk Email (4:25) Script Video
12 Mailings Receive Email (4:56) Script Video
36 Email Configure Database to Receive Email (4:15) Script Video

Tracking Communications

# Category Title Script Video
18 Basic Create a New Communication Record (5:00) Script Video
19 Other Tools Explore Communications (3:44) Script Video

Managing Donations

# Category Title Script Video
20 Basic Create a New Donation Record (4:39) Script Video
21 Basic Assign Batches (3:59) Script Video
22 Receipts Make Donation Receipts (6:59) Script Video
43 Receipts Create Annual Donation Summary Letters (U.S. Style)(4:01) Script Video
23 Receipts Email Donation Receipts (7:18) Script Video
24 Other Tools Explore Donations (1:18) Script Video
25 Other Tools Useful Donation Reports (2:46) Script Video
41 Importing Import Donations (8:50) Script Video
47 Donations How to Make a Copy of a Tax Receipt (3:05) Script Video
48 Donations How to Cancel an Invalid Tax Receipt (4:16) Script Video

Pledges

# Category Title Script Video
46 Pledges How to Add a New Pledge (4:17) Script Video
59 Pledges  How to Process Pledges (4:28) Script Video

Grant Management

# Category Title Script Video
42 Grant Management Grant Management Overview (2:24) Script Video

Administration

# Category Title Script Video
26 Basic Create User Accounts (3:45) Script Video
27 Basic Change User License/Update Security Code (1:23) Script Video
28 Basic Clear All Locks (1:28) Script Video
29 Basic Set Up offices (2:17) Script Video
39 Website Set up Payment Processing (6:51) Script Video

Volunteers

# Category Title Script Video
44 Volunteers How to Add And Assign Tasks (4:41) Script Video
45 Volunteers How to Define Skills And Skill Types (4:36) Script Video
49 Volunteers Volunteer Add-On – Overview (4:48) Script Video

Memberships

# Category Title Script Video
50 Memberships How to Add a New Member (3:58) Script Video
51 Memberships How to Create Membership Types and Benefits (5:19) Script Video

Reporting

# Category Title Script Video
57 Reporting Reporting 1 – Basic concepts and built in reports (6:12) Script Video
58 Reporting Reporting 2 – running custom reports (10:11) Script Video

Case Management

# Category Title Script Video
52 Case Management Case Management Add-on Set-up (13:11) Script Video

Course Registration

# Category Title Script Video
61 Course Registration Course Registration – Overview (3:09) Script Video
62 Course Registration Course Registration Set-up – Preferences (3:16) Script Video
63 Course Registration Course Registration Set-up – How to Define Course Types (1:39) Script Video
64 Course Registration Course Registration Set-up – How to Define a Course (3:05) Script Video
65 Course Registration Course Registration Set-up – How to Set-up Forms (7:15) Script Video
66 Course Registration Course Registration Set-up – How to Define Supplementary Items (3:54) Script Video
67 Course Registration Course Registration Set-up – How to Define a Session (5:17) Script Video
68 Course Registration Course Registration Set-up – How to Define Classes (3:45) Script Video

Ledger Entries

# Category Title Script Video
69 Ledger Entries Overview (2:36) Script Video
70 Ledger Entries How to Define Debit Accounts (2:57) Script Video
71 Ledger Entries How to Assign Debit Accounts (2:32) Script Video
72 Ledger Entries How to Define Credit Accounts (2:46) Script Video
73 Ledger Entries How to Assign Credit Accounts (3:19) Script Video
74 Ledger Entries Preferences (2:58) Script Video

Ticketing

# Category Title Script Video
75 Ticketing Ticketing 1 – Overview (1:48) Script Video
76 Ticketing Ticketing 2 – How to Define Venues and Seat Blocks (10:25) Script Video
77 Ticketing Ticketing 3 – How to Define Discounts and Surcharges (5:37) Script Video
78 Ticketing Ticketing 4 – How to Define Price Schemes (4:16) Script Video
79 Ticketing Ticketing 5 – How to Define Other Ticketing Lookup Lists (3:54) Script Video
80 Ticketing Ticketing 6 – How to Create an Event (8:25) Script Video
81 Ticketing Ticketing 7 – How to Define Event Groups (4:12) Script Video
82 Ticketing Ticketing 8 – How to Define Packages (Subscriptions) (5:53) Script Video
83 Ticketing Ticketing 9 – How to Create a Ticket Order (Single Tickets) (6:08) Script Video
84 Ticketing Ticketing 10 – How to Create a Ticket Order (package) (7:09) Script Video
85 Ticketing Ticketing 11 – How to Record Event Attendance (5:06) Script Video

Data Migration

# Category Title Script Video
1 Data migration Understanding Sumac mapping document (10:44) No Script Video