This release includes a collection of usability improvements and workflow enhancements across both the Sumac Desktop application and the Case Portal. Many of these updates address small but meaningful changes that improve everyday efficiency.

💻 Sumac Desktop

⭐ Add to Contact – Now Easier to Access

One of the most noticeable updates in this release:

The “Add to Contact” button has moved.

You’ll now find it in the top-right corner of every Contact record, making it accessible from anywhere within the record — no longer tucked away under the History tab.

In addition:

1. You can quickly add:
   
1. Case Notes
   
2. Donations
   
3. Reminders
   
4. Meetings (now its own separate option)
   

This change reduces clicks and makes it faster to log activity while you’re already viewing a contact.

📄 Send Forms Directly from Contact Records

Sending forms is now more intuitive.

You can now select “Send Form” directly from the Add to Contact menu, instead of navigating to the Attachments tab.

To further clarify where forms live:

• The default tab name “Documents and Attachments” has been renamed to “Forms and Attachments.”

If your organization previously renamed this tab, your custom name will remain unchanged.

📧 Email Preview for Bulk Emails

When sending a bulk email using Quick Compose, you’ll now see a Preview button.

This allows you to:

1. Generate the email
   
2. Apply mail merge codes
   
3. Preview exactly how it will appear to recipients before sending
   

A simple but powerful improvement for quality control and confidence.

And here’s the resulting Preview!

📊 Tribute Totals Report Restored

The previously removed “In Honor Totals” report has returned — now called “Tribute Totals.”

You can:

1. Select a date range
   
2. Filter by:
   
1. In Honor donations
   
2. In Memory donations
   
3. Both
   
3. Optionally show only deceased In Honor contacts
   

📈 Fundraising Effectiveness Score Added to Executive Reports

The Fundraising Effectiveness Score is now included in:

1. The Executive Summary report
   
2. The Fundraising Effectiveness report (emailed versions)
   

This score provides leadership with stronger fundraising performance insights directly in scheduled reports.

Card-Based Layout Expanded

Following the donation record redesign, the card-based layout has now been extended to:

1. Pledges
   
2. Grant Management
   
3. Proposals
   
4. Prospect Ratings
   

This creates a more consistent and modern record-viewing experience across fundraising areas.

Improved Transaction Log for Case Management

The Transaction Log has been updated to make it more readable and easier to filter when reviewing case and custom records.

Improvements include:

1. “Grow Your Own” renamed to “Case and Custom”
   
2. Ability to filter by specific case/custom record types
3. Clearer, human-readable entries (no more internal ID numbers)
   

This makes it significantly easier to audit who viewed or edited case-related records.

🌐 Case Portal Updates

🔍 Search from the Dashboard

You can now search for contacts directly from the Case Portal Dashboard — no need to click into the Contacts section first.

This helps case workers quickly find the person they need from wherever they are.

📝 Case Note Button Fixed

The issue preventing users from creating a new Case Note from the “New Case Note” button has been resolved.

You can now create case notes as expected.

📅 Clearer Reminder & Meeting Filters

The Reminders section now makes it easier to distinguish between:

1. Active
   
2. Upcoming
   
3. Overdue
   

You can hide or display upcoming meetings and reminders depending on what you need to focus on.

This gives case workers better control over their task view.

Note: Upcoming meetings and reminders will be hidden by default.

Thank You