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

🌐 Case Portal Updates

📋 Clearer, More Readable Form Submissions

We’ve improved how form responses are displayed to make reviewing submissions faster and easier:

• Dropdown selections now show the actual selected value (e.g. “Married”) instead of an internal ID

• This improvement also applies to PDF exports of submitted forms

These updates make it much easier for Intake Coordinators and Case Workers to quickly understand client responses.

✉️ More Personalized Client Emails

Emails requesting clients to complete forms will now include their first name in the greeting (e.g. “Dear John”).

If a first name isn’t available, we’ll use the client’s last name, helping maintain a professional and personalized touch.

🌐 Improved Safari Compatibility

We’ve resolved several issues affecting Safari users:

• Time entry fields for Case Notes and Meetings now work correctly

• File downloads (including uploads and exports) now download properly instead of opening in a new tab

Safari users should now have a smooth, reliable experience across Case Portal.

Thank You

As always, we appreciate your feedback - it directly shapes our releases. If you have questions or need help exploring these updates, please reach out to our support team.

Thank you for choosing Sumac!