Sumac Knowledge Base

Get quick answers to the most frequently asked questions below

Installing Sumac
Adding New Users
Receipting in Sumac
Set Up Sumac to Send Emails
Importing Donations from Other Tools
Cancelling Receipts
Unlocking Records
Archiving Contacts


    Choose Your Solution

    Societ builds exceptional software solutions to support nonprofits and charities. Click the solution below to visit its Knowledge Base of how-tos, advice, and recommendations:

    Sumac CRM - from Donations, to Case Management, to Memberships and more. 

    Partner DMS - the ideal Donor Management System for mission-sending organizations. 

    Glass Register - beautiful online donation forms with zero fees. 100% of all donations go to your mission!

    Partner Web - beautiful, professional nonprofit websites. Pursue your mission. We’ll build the website to help you achieve it. Learn more here!

    Partner HR - cloud-based HR software designed specifically for nonprofits.

    My Board View - simple board management in one place.


      Connect with our team for remote support

      Sometimes our team needs to connect to your screen to help address your questions. We use a tool called Splashtop to facilitate this. 

      To access Splashtop, use this link. 

      For more information about using Splashtop to connect with our team, check out this article.


        Contact Us
        1-877-399-4645
        support@societ.com