We recommend this 2-hour training to anyone who is just beginning to use Sumac.

It will cover the basics of how Sumac works, including how to navigate Sumac, the Contacts area, Donations (if relevant to you) and managing preferences, drop-down menus and checkbox groups. We will also touch on searching, exporting, mail merging, resolving duplicates, bulk editing, and reporting briefly to explain how they work.

We recommend this 2-hour training to clients who have been using Sumac for a little while, know the basics of how to use it, and are looking for additional guidance.

It is ideal for clients who have compiled a list of specific questions, need further training on specific modules, or would like general advice on best practices.

Please come prepared with the list of questions and topics you want to cover in this training, as that will drive what your trainer will cover!