How to add new Contacts

How to add new Contacts

To add a new contact to your Sumac database, click Contacts in the main Sumac console window then click New.


In the window that opens, enter some basic information about the new contact. You need to first specify whether you are adding a new individual or an organization to your database.

For an individual, enter the contact's first and last name. Every contact in Sumac must have a last name, so Last Name is a mandatory field.  

If appropriate, enter the new contact’s Organization, Phone number and Email address. Notice that when you enter a phone number or email address, you can specify whether they are for the contact's residence or business.

To avoid adding a duplicate contact, the bottom half of this window lets you review a list of contacts with similar sounding last names. Exact matches appear in Red, and this helps you ensure that you are not creating a new contact record for a contact who is already in your database.


When you are done entering information, click OK at the bottom of the window to add this contact to your database.

If you specified an email address for the new contact, when you click OK Sumac searches the entire database looking for contacts with the same email address. If there are any, then you get a message that tells you how many contacts have the same email address. You can click Add, to ignore the duplicate email addresses.

Alternatively, you can click Review to see the contacts with the same email address. 

To fill in additional information about your contact, such as Contact Type, Communication Preferences, etc., open the record and fill in the information.



    Societ Academy

    Learn what you need to know, any time. Free!
    ​


    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.