Sumac Release Notes June 2025: Big Improvements to Online Forms & Donation Receipts in Sumac

Release Date: June 2025

Make Your Online Forms Work Smarter

We've made a big leap forward in helping you collect and organize online forms. If you're using Sumac Case Management or Custom records, this new feature will make your data flow easier, smarter, and more personal than ever!

Why you'll love it:

• Match each form field to its exact location in your Case Management or Custom records.

• Use multiple forms for different campaigns or programs.

• Reduce your data entry effort - make more things available online for your clients to submit, and have them land where you need them to in Sumac. 

What’s new:

• A brand-new tool to map online form data directly into Sumac.

• Automatic contact matching based on name and email.

• A smart dashboard to manage, edit, or delete your mapped forms.

• Faster, more reliable processing of form submissions.

The result?
Less time spent manually entering and sorting data, and more time engaging with your community.

Interested in adding this capability?  Contact Sales today

Access Donation Receipts From the Cloud

We’re bringing donation receipts into the 21st century. Instead of being stored locally on your computer, receipts are now saved securely in your database, so you can see any receipt you’ve issued right in your Donations list! That means your team can access, share, and resend them whenever you need.

Why you'll love it:

• Instant access to receipts for donors, team members, or reports.

• Secure, cloud-based storage — no more hunting through folders. When a donor requests a copy of their receipt, you can find it instantly.

• Opens the door to new features, such as automated receipt emails.

What’s new:

• Donation receipts can be saved to your secure file storage by selecting “Store receipt files(s) in cloud”.

• A new “Manage Receipts” area to access your receipts.
  

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