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 Preferences, allowing you to:
Rename some fields - this is a great way to personalize Sumac with your organization's language
Make some fields mandatory - this is a great way to make sure that critical information is never missed during data entry
Hide irrelevant fields - this is is a great way to hide fields your organization does not use
To personalize the Field Preferences for your organization, log in as a Sumac Administrator. From your main console, go to Utilities > Customize Database > Field Preferences
Sumac presents you with all the different areas and add-ons available in your database.
Click the name of any area to see its Field Preferences. For example, click "Contacts" to see the field preferences available for Contact records. The allows you to rename fields, make fields mandatory, or hide them completely.
Rename Fields
Sumac shows you all the fields that are available to be renamed. In the "New Name" column, click into any o f the descriptions here, and type in a new name for that field. When you have given fields the name you want to see displayed in your database, click "OK" to save this change.
Hide Fields and Make Fields Mandatory
Sumac shows you all the fields that are available to be Hidden or made Mandatory. To Hide a field, put an X in the "Hide" column next to that field's name. To make a field Mandatory, put an X in the "Mandatory" column next to that field's name. When you have adjusted the fields you want to hide or make mandatory, click "OK" to save this change.
Note: Not every field is available to be renamed, made mandatory, or hidden. Some things are standard and defined by Sumac, and you don’t have the option to adjust these fields.
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
Communication record field legend
See below for the list of fields available in a Sumac communication record, what that field allows, and any customization options: Contact - Mandatory; links the contact with whom you had the communication Contact A - Renameable and Hideable; allows ...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 Video: Course Registration Set-up – Preferences (3:16)
Script: https://sumac.com/assetswp/training-docs/course%20registration%20set-up%20-%20preferences.pdfHow to set up Course Registration Forms
When a student registers for a course, you might need to collect details such as allergies or medical alerts. You might also need a Release Form or to collect Emergency Contact information. Sumac makes is easy for you to collect this information ...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.