How to personalize the columns you see in Sumac
Because every user of Sumac will have their own priorities and key pieces of information that they want to see, Sumac allows each user to personalize what columns show in each area of the database.
For example, when looking at the Contact list, users in your Fundraising team will want to see contact information and info about contacts' recent donation history. Users managing membership information in Sumac will want to see contacts' recent membership information. Users managing clients and case records in Sumac will want to see their clients' contact information and intake details.
Once you choose your column preferences, Sumac always remembers the columns you like to see so that whenever you log in, you see the information you care about front and centre.
In every list in Sumac, you'll see a blue columns button to the top right of the list of data:
Click this button, and Sumac will present you with a new window where you can choose which columns to show or hide. On the left, you'll see all the fields available to show as a column, and on the right, you'll see the fields that are currently showing as a column. To make a column appear, select and drag a field from the left, to the right. You can also drag fields up or down to re-order their placement among the other columns.
Continue dragging and dropping fields in order to set up all the fields you want to show as columns in your list. Once you're happy with your selections, click OK for the changes to take effect.
You can do this in every area of Sumac! You can set your column preferences in your Contact list, Donation list, Memberships, Case Records, everywhere! This means all users at your organization can have their own column preferences displayed in every area of Sumac they use. As soon as someone logs in, Sumac remembers their preferences and shows them what they like to see.
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
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 ...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 ...How to set up Field Preferences
In Sumac, you have hundreds of fields available to you to capture important information. Many organizations want to customize the fields in Sumac to make things work best for their needs. For this reason, Sumac provides an area called Field ...How to personalize the tabs that show in Contact records
In Sumac, Contact records are organized by several tabs across the top of the record. It's common that organization's want to hide any tabs they are not using. This is a great way to streamline your database and narrow in on the areas of Sumac your ...How to customize Field Values
Fields in Sumac, such as drop-down menus and checkboxes like contact types are customizable using Field Values. To add, change, or remove Field Values, click Utilities, Customize Database, and Field Values. Field Values are organized by areas. ...
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.