How to personalize your favourite records when using Add to Contact
In the Sumac Contact list, the Add to Contact button allows you to add new records of many different types to a contact showing in your Contact list. The Add to Contact button is also available within every contact's record, on the History tab.
When entering new records using the Add to Contact button, the list of Record Types available to add can be quite long. If you don't use all of those record types in your day-to-day work, you can customize the list of Record Types to show only your favourite options that you use regularly.
In the Contact list, select any contact and click the "Add to Contact" button. Click "Favourites" in the bottom left corner to select which Record Types you want to see.
Sumac presents you with a new window where you can put a check mark next to the types of records you plan on adding on a regular basis. For example, a user on your Fundraising team will regularly enter communications, donations, and pledges, and occasionally will enter Time Dockets to record the time volunteers spend helping with fundraising activities. Put a check mark next to only Communication, Donation, Pledges, and Time Docket:
Click OK, and Sumac narrows the options displayed when using Add to Contact.
This is a really simple way to streamline Sumac around your needs and behaviour, helping you stay focused on what is relevant to you!
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