Release Notes - Sumac 4.7.21 - July 2025

Release Notes - Sumac 4.7.21 - July 2025

Sumac Release Notes - July 2025

Contact -> Address Tabs

Address Tabs have been consolidated under one main tab to improve the readability of the Contact Record. When no information is present, the tab will still be presented with a 'Show more' link to expand the contents.  


Easier access to the case portal for all Case clients.  Within the Case Section of Sumac, click on the Case Portal link for direct access to the case portal.  

Pin Contact

Easily access your most important clients from your dashboard.  When in a client record, simply click on the icon next to the client's last name.  This will pin this client to your dashboard.

To enable this feature, from the dashboard, go to our settings, dashboard, and add the dashlet 'Quick Connect Contacts'

Once the dashlet is added, you can easily access the contact by selecting its name in the "Quick Connect" dashlet.



Even more Calendar improvements

A selection has been added to your Sumac Preferences to protect the identity of your clients.  You can decide to only show Client ID, instead of Client Name for the meetings/reminders that appear in your Google or Outlook calendars.





Flexible scheduling. More options have been provided so that you can schedule your meetings and reminders to fit your schedule.