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  • SAM Onboarding

    If you're a new SAM Lead or user, this is the place to start!

  • Webinars

    Past webinars on a variety of SAM topics.

  • Records

    Click here for help on record basics, linking records, and best practices!

  • Tables, Fields & Lists

    For admins, here are SAM's guides on the database, modifications and building.

  • User Forms & Public Forms / Portals

    Here SAM Admins will find guides to build forms for users and clients.

  • Checklists

    Your agency's workflow - digitized! Guides on checklist configuration and use.

  • Auto Actions

    Complete tasks automatically with SAM auto actions!

  • Communications & Documents

    Learn how communications and documents are collected, shared, and stored by SAM forms, templates, and checklists.

  • Templates

    Create and use e-mails, letters, certificates, newsletters, and reports automatically personalized to each client.

  • Reports

    Put your SAM data to work with real-time reports and customized report menus.

  • Surveys

  • Accounting

    AP, AR, invoicing, and online payments.

  • Donations

  • Email: Bulk emails & notifications

  • Events

    Learn how to setup and use public events.

  • Settings: Email, Accounting, Security & Systems

    Email importing setup, email sending setup, accounting, security, and system settings.

  • Data Migration

    Want to move your data in or out of SAM? Learn more about data migration here!

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