To access the new Contact Archive feature, navigate to Utilities > Sumac Administration > Backup and Archive.

On the displayed screen, you will find the option to "Archive" contacts. Here, you can set the number of years a contact needs to be inactive before archiving. The recommended setting is 7 years, aligning with common industry standards for data audit and review periods. You will also see buttons to "Run now" the contact scan and "Restore Archived Contacts."

When you click "Run now", Sumac will scan your database for inactive contacts. Sumac will check the following records to determine contact activity:

1. Contact records
2. Donations
3. Pledges
4. Payments
5. Reminders
6. Memberships
7. Time dockets
8. Communication records
   

You can then review these contacts and choose which ones to archive.

If "Require Admin Review and Approval Before Archiving" is not enabled, Sumac will automatically archive them without review.

Additionally, a safeguard allows you to restore any archived contacts, ensuring you can retrieve them if necessary.

Warning: Locally hosted databases may not be using MySQL versions that support the new Contact Archive functionality. If you have any questions, please reach out to our support team at support@sumac.com or call 1.877.399.4645 x 1.

Did you know that locally hosted customers can upgrade to Sumac Cloud for free? With Sumac Cloud, your database is managed in our secure cloud, ensuring your data is accessible from anywhere and always up to date. Contact us at satisfaction@sumac.com to get your free upgrade today!

Meet Hope, our new AI-powered support chatbot! With Hope, Sumac customers can now get answers to their questions quickly and easily. 

Benefits:

1. Quick Answers: Get immediate responses to your Sumac questions.
2. Convenient Access: Easily accessible from the desktop and Sumac Areas.
3. Support Integration: Convert chat conversations with Hope into emails for further assistance.
   

Hope is available right on the desktop and in Sumac Areas. Click the Hope icon to access a page where you can type your queries.

If you need further assistance, you can convert your chat conversations with Hope into an email to send to our support team.

While Hope aims to provide accurate information, please note that responses might not always be perfect.

Features Tab

Sumac offers solutions for many nonprofit needs, but some customers might not be fully aware of all the capabilities.

To help, we've added the Features tab, which makes it easier to review our offerings and get in touch with us.

Benefits:

• Comprehensive Overview: See a list of solutions Sumac offers.

• Easy Navigation: Click on a card to view more information.

• Direct Contact: Quick contact form for assistance.

In the Features tab, you will see a list of solutions we offer. Clicking on a card will take you to a landing page with more information and a contact form to reach our team for further assistance.

Contact Summary Tab: Card for Case Management

In a previous release, we updated the contact record summary tab to provide a comprehensive view of contact information. We’ve now added a new card for Case Management.

Benefits:

1. Quick Access: View up to 10 recent case records for a contact.
2. Customizable: Add the new card to your contact summary tab.

To use this new card, click on the gear icon at the top right of the contact summary tab, select the new card, and drag it into place.

Caseload Dashlet Improvement

You asked, we listened! We’ve improved the Caseload Dashlet to help nonprofits distribute cases among their staff more easily. 

Now, users can determine how many case managers are listed before needing to scroll.

Benefits:

1. Improved Visibility: Set the number of visible case managers.
2. Enhanced Usability: Easily manage and distribute cases.

To set the number of case managers, click on the gear icon at the top right of the dashlet. In the settings screen, set the case manager visibility limit.

Don't have Case Management or Case Portal yet? Contact sales@societ.com to learn more!

We hope you enjoy these new features and enhancements. Your feedback is invaluable to us, so please let us know what you think about this release. Contact us with your thoughts and suggestions at product@societ.com.