How to personalize the tabs that show in Contact records

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 users really need to see. If your organization is not using all the available tabs, you can hide tabs that aren’t relevant to your organization.

Log into Sumac as an Administrator. From your main console, go to Utilities > Customize Database > Preferences.


That opens the Preferences area where you set up the rules for how you want Sumac to behave for your organization. Click the "Contacts" tab, then click on Choose Tab Names.


Here we find a table where we can not only hide tabs, as well as rename them. As an example, perhaps you do not track your constituents' Vacation Addresses, so you can click the "Hide" checkbox to hide the Vacation Address tab.


Click OK to save the change, and that tab will no longer appear when viewing contact records.


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