New Form Submissions Dashlet

Overview

The "New Form Submissions" dashlet on the Sumac Dashboard provides a dedicated space to review all new form submissions and quickly identify those that require processing.

The Form Submissions notification lets you:

See a list of all new form submissions received in the last 14 days that haven't been processed yet
Double-click any submission to open the submitter's contact record directly
Click "Show Contacts" to view a list of all contacts who recently submitted forms
Mark submissions as "Done" — one at a time or in bulk — once you've finished processing them

This applies to new intakes from brand-new contacts and returning clients alike. Whether it's someone's first intake or a re-enrollment, it'll show up here.

Add The Dashlet To The Dashboard

You can find this new dashlet and add it to your dashboard through your dashboard settings. Simply find the “New Form Submissions” option from the list of available dashlets, then drag-and-drop it into the dashlets you want to show!

Not using Online Forms yet?

If your organization isn't currently using Sumac's online forms, you may be missing out on a powerful way to streamline how you collect client information - directly into Sumac, no manual data entry required.

Reach out to our Customer Success team to learn how online forms could work for your organization. We'd love to help you get started!