How to add a record to a Contact
The easiest way to add a record to a Contact is to use the Add to Contact button. It allows you to add new records to any other list of Sumac. For example, perhaps you just had a phone meeting with John Smith, and you want to record the details of that meeting in Sumac.
Select John Smith in your Contact list. That activates the
Add to Contact button.
Click Add To Contact and choose the type of record you
want to create. Notice that you can add new Communications, Donations, Payments,
or any other kind of record. The Favourites button allows you to control which Record types appear on this screen.
For this example, we'll choose Communication. Notice that Sumac entered the contact's name for us, because we selected John in our Contact list before clicking Add To Contact. Record the details of this meeting and Click OK to save the communication in your database.
You can now access that communication record by expanding
John Smith, by viewing the History tab in his contact record, or by searching
in the Communications List.
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