SAM Home Page
At the very top of your SAM site are you will see your agency's logo (or the placeholder image, which you can double-click to replace with your logo).
The Nav bar has links to get back to the Home page, contact our support team, access online Help guides, get to your site Settings, and Logout.
You will also see colorful Tabs - each one represents a Main Entity or record type. Behind each tab is a Quick Search, Report Menu and Intake forms specific to that record type.
Entities - Your SAM Tabs
When you login to your SAM site, you are taken to the home page. Here you'll see many colorful tabs at the top - each one represents a client type (we refer to them as Entities) as well as a place for Person and Organization records, aka your organization's rolodex. You may also have Volunteer and Donor tabs for fundraising.
Find Records with Search
You can use the Quick Search on the home page to pull up records by name, record number, phone number, and email. The InReach team or your SAM admin can set up additional search fields, should you need them.
Additionally, clicking on a tab at the top brings you to a search limited to that record type.