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!