Testing your Sumac system is a great way to familiarize yourself with its features and functionalities. To ensure your testing process doesn't interfere with real data, you can create test records. Here's a step-by-step guide:

Can I Create a Test Record?

Yes, you can create test records in Sumac to explore the system without affecting live data. Follow these steps:

1. Create a Contact Record

• Why: Contact records are the foundation for many other records in Sumac, such as donations, communications, and case management entries.

• How:

  • Go to the Contacts module.

  • Click New to create a contact record.

  • Enter sample data (e.g., "Test Contact") to ensure it's easily identifiable as a test record.

2. Add Records to the Contact

• Why: Adding related records to your test contact helps you understand how different modules work together.

• How:

  • Select your test contact.

  • Use the Add to Contact button to create linked records such as communications, donations, or reminders.

  • Explore how these records are stored and displayed.

3. Use the Donations Module

• Why: If you're testing fundraising features, creating a test donation helps you understand the process.

• How:

  • Go to the Fundraising module and select Donations.

  • Click New to create a donation record.

  • Add details such as the amount, date, and fund.

  • Save the record and check how it appears in reports and dashboards.

4. Explore Case Management

• Why: Testing case management allows you to see how case data is organized and managed.

• How:

  • Go to the Case Management module.

  • Create a new case plan or activity log.

  • Assign the case to your test contact and explore how case-related data is updated and accessed.

Tips for Effective Testing

1. Label Clearly: Use names like "Test Contact" or "Sample Donation" to clearly identify test records.

2. Avoid Confusion: Notify your team that test data is being created to avoid accidental use or deletion.

3. Delete After Testing: Once you've completed testing, delete your test records to keep your database clean.

4. Document Observations: Note any questions or feedback during testing to discuss with your team or Sumac support.

By creating and interacting with test records, you can confidently explore Sumac’s features and ensure smooth operation for your organization.