Can Sumac store files in the database? (link files, attach files, etc.)
Yes, you can link files to contact records, or to communication records in Sumac. If you are using a Custom add-on or Case Management, you can also link files to custom records or case records.
However, Sumac is not a file management system. When Sumac links a file, it is really just storing the file path to wherever that file is stored on your computer, your office server, or even a cloud-based file sharing solution (e.g. Dropbox). If the file is stored on your personal computer or office server, Sumac stores the filepath to wherever that file is stored. If the file is stored on Dropbox, for example, Sumac stores the URL for that file on Dropbox.
Whatever option you choose, when you want to find that file later, you don’t have to hunt around to find it – you can open the file from within Sumac!
If you are linking any files into Sumac, we recommend storing them on your office server, or on a shared cloud-based solution, rather than your personal computer. That way, any other users who have access to your office server or permission to access your cloud-based solution will be able to open the file as well.
How do I import an .abbu file?
From what we've found, the .abbu file that exports from the Apple address book is really only compatible with another Apple address book (ie. if you wanted to share your contacts with another Mac user, or got a new Mac and want to transfer your old ...
Does Sumac have a backup of my database?
If you are using the Sumac Cloud hosting service, yes. Since your team is using Sumac Cloud, we back up your database for you every day! If you need access to a backup of your database, or require assistance in restoring a backup, contact the Sumac ...
When I run Sumac, it tells me it cannot connect to the database server… why?
This message means that for some reason Sumac is unable to establish a connection to the database server computer. Single-User Sumac (Trial, Bronze, Silver) If you are running a single-user version of Sumac, the data is on your computer, so this ...
Can I use a USB key or a removable hard drive to store my Sumac database?
A USB key or any other type of removable hard drive won’t work. Here is why: A USB key/removable hard drive provides file storage. Sumac does not store its data on a file server. Instead, it stores the data in a database management system (DBMS). ...
Can we use Dropbox to store our database?
Dropbox won't work. Here is why: Dropbox provides, through a very controlled user interface, file storage. Sumac does not store its data on a file server. Instead, it stores the data in a database management system (DBMS). Some examples of DBMSs: ...