Release Notes - Sumac 4.7.22 - October 2025
Sumac Release Notes - October 2025
Calendar Sync - Google Calendar / Outlook
We've expanded Sumac's Google and MS Outlook integration with a new calendar integration! Now you can link your Google or Outlook account to Sumac, allowing you to see your online calendar events directly in Sumac. This makes it easier for you and your colleagues to schedule meetings and outreach with your clients, donors, and more!
Duplicate Detection for Online Forms
This release added a new duplicate check to Sumac: automatic duplicate checking when someone submits an online form! When someone fills in an online form (e.g. an online intake form), Sumac will be able to help you catch and clean up possible duplicates faster!
Auto Fill CaseManager based on who is entering the notes
When creating a new Case Note, the Case Manager field will auto-fill with your user details if you are linked to the case as a manager. This reduces data entry steps and ensures accuracy in case records.
User-Friendly Receipting Interface
We redesigned an important step when creating receipts: selecting which donations you want to make receipts for. With the updated design, you'll find it easier to understand your options so you can be sure you're making receipts for the right donations every time.