How-to Video: Customization - Get Started with Customization (3:14)

How-to Video: Customization - Get Started with Customization (3:14)


NOTE: The video below shows a slightly older version of Sumac. In a recent release, Lookup Lists was renamed to Field Values:









    Our products got an upgrade!



    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!


      • Related Articles

      • What is "customization" in Sumac?

        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 ...
      • Getting started with Client Intake Webforms

        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 ...
      • How-to Video: Customization - Manage Donation Preferences (7:11)

        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
      • How to personalize Sumac's appearance

        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 ...
      • Website Integration - Applying CSS Stylesheets to Do Your Own Customization!

        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 ...
      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.