Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
Fields in Sumac, such as drop-down menus and checkboxes like contact types are customizable using Field Values. To add, change, or remove Field Values, click Utilities, Customize Database, and Field Values. Field Values are organized by areas. ...
In order to be able to follow the steps below, your Sumac user login will need to have the permissions to delete Field Values and do Bulk Edits. If you are not seeing options mentioned below, it might be due to user permissions. For your admin, here ...
Script: https://sumac.com/assetswp/training-docs/course%20registration%20set-up%20-%20how%20to%20define%20a%20session.pdf The video features a slightly older version of Sumac. In a recent release, Lookup Lists was renamed to Field Values:
High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
A certificate of completion - you can request a certificate of completion for every session you attend.