Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
In Sumac, customization is all about adding the finishing touches to make sure the fields, terminology, and preferences in your database fit with your organization’s needs and objectives. Although not everything in Sumac is customizable, you can add ...
Client intake just got a lot easier with Sumac Case Portal: a sleek, new web app that allows caseworkers to manage cases, clients, and meetings on the go. Now you can create client intake webforms in a few clicks, so accepting new clients is totally ...
This video provides an overview of how you can customize preferences for managing donations in your Sumac database. Script: https://sumac.com/assetswp/training-docs/Customize%20Donation%20Preferences.pdf
A great way to personalize your Sumac experience is to change the appearance of Sumac so it suits you best. This helps you do things like increase the font size or spacing in Sumac so that your data is easier to see, or adjust tooltips to provide ...
Because Web Integration pages are generated specifically for your organization’s unique database, you can customize them to meet your needs. Below you will find examples of how a web developer or web master can modify a Cascading Style Sheet (CSS) in ...
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