Get Started with Customization

Get Started with Customization

In the Sumac console, under Utilities, there is a Customize Database menu that allows you to customize aspects of your Sumac database. This article explains what these options allow you to do.
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You must be a Sumac Administrator in order to use any of these tools.

  1. Preferences lets you customize many aspects of how your database behaves. For example, perhaps you want to turn off the Vacation Address tab in contact records so that it does not appear. Preferences also lets you define things like which email notifications should be sent to different members of your team, how Sumac should integrate with your website, and much more. This area really allows you to make your organization's version of Sumac your own!
  2. Field Values are customizable fields that you'll see in every list of Sumac. They appear in the form of drop-down menus, like Donation Types, or as groups of checkboxes, like Contact Types. Field Values allow you to create additional, Extra fields in contact records. Any time you want to customize the values in drop-down menus and checkboxes, Field Values is where to go!
  3. Office and Email Settings is for recording information about your organization's offices, which can then be used to put information – like your website, address, or charitable registration number – into mail merge documents. The address of the office can also be used to remove countries from mailing labels. Office records also define which email account(s) Sumac should use to send bulk email.
  4. Field Preferences allows you to rename some fields in different areas of Sumac, indicate that some fields should be mandatory, or hide some fields completely according to your needs. 

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