During this 1 hour session, we will be briefly covering the basics of Sumac and discussing the next steps for you to get set up.

This type of training is the recommended training for anyone beginning to use Sumac.

It will cover how Sumac works in general, including how to navigate Sumac, the Contacts area, Donations (if relevant to you) and managing preferences as well as Lookup Lists. We will also touch on searching, exporting, mail merging, resolving duplicates, bulk editing, and reporting briefly to explain how they work.

This training type is recommended for clients who have attempted to use Sumac since their basic training, have reviewed available relevant training videos and need more information.

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 make sure to prepare questions/topics for this training as those will drive what the trainer will cover.