This release brings meaningful workflow improvements for Intake Coordinators, anyone who manages client records, and Membership staff. A brand new dashboard notification makes it easy to find and process new intake form submissions without hunting across multiple areas of the application. We've also extended the modern card layout to Membership records, improved how uploaded files appear in client records, and sharpened our transaction logging so you have a clearer picture of who has viewed or edited client data.

💻 Sumac Desktop

📋 New: Form Submissions Dashboard Notification

Intake Coordinators now have a dedicated place on the Sumac Dashboard to see all new form submissions — no more searching through contact lists or cross-referencing Case Portal to find what needs to be processed.

The new Form Submissions notification lets you:

• See a list of all new form submissions received in the last 14 days that haven't been processed yet

• Double-click any submission to open the submitter's contact record directly

• Click "Show Contacts" to view a list of all contacts who recently submitted forms

• Mark submissions as "Done" — one at a time or in bulk — once you've finished processing them
  

This applies to new intakes from brand-new contacts and returning clients alike. Whether it's someone's first intake or a re-enrollment, it'll show up here.

You can find this new dashboard notification and add it to your dashboard through your dashboard settings. Simply find the “New Form Submissions” option from the list of available dashlets, then drag-and-drop it into the dashlets you want to show!

📁 Uploaded Files Now Appear in the Attachments Tab

When clients fill out online intake forms that include file upload fields — such as "Proof of ID" — those files now land directly in the Attachments tab on the client record in both Sumac Desktop and Case Portal.

Previously, staff had to go into Form Submissions, manually download the files, and re-upload them to the client record by hand. That extra loop is gone.

Files are automatically named so you know what you're looking at (e.g., Intake Form – Proof of Identification.png), and the form submission PDF is also cleaned up: it includes all fields, has a meaningful name, and "Save as PDF" is on by default for new forms.

The "Save as PDF" option is now enabled by default when you create a new online form. For previously created forms, it is a good idea to turn on the "Save as PDF" option if it is not already in place.

🃏 Membership Records — Updated Card Layout

The card-based record layout that was introduced for donations, pledges, and other areas of Sumac has now been extended to the Membership record. This creates a more consistent and modern experience as you move between different areas of the application.

If you want to customize the layout of the Membership record for your organization, use the Customize button in the top right corner to adjust your display preferences.

📋 Clearer Transaction Logging — Views and Edits Now Tracked Separately

Sumac now logs two distinct events when you interact with a client or case record: a View when the record is opened, and an Edit when it's closed with changes saved. Previously, only one event was logged — either a view or an edit.

This applies to Contacts, Reminders, Case Notes, Case Plans, and other case-related records.

Your organization will have a clearer, more complete picture of who has viewed, edited, or added to any client record — useful for auditing and accountability.

Other Improvements

Dashboard no longer jumps to the foreground unexpectedly
Users reported that while working in another part of Sumac, the Dashboard would occasionally pop to the front and hide what they were working on. This has been fixed.

"Add to Contact" dropdown now visible for all databases
Some users reported that the "Add to Contact" dropdown was not appearing when opening a contact record. This was caused by a scaling issue when contact records had a large number of extra fields. This has been fixed.

Thank you for choosing Sumac! If you have questions about any of these updates, please reach out to our support team — we're happy to help.