When I click the expansion icon for a contact, why don’t all of a contact’s donations show?
Expansion control fields in the Contact list allow you to specify how far back in time Sumac should look when gathering data to show in the expansion. The default is 24 months, so when you expand a contact, only the last 24 months of data are displayed.
If you change the number from 24 to, say, 60 months, you see more information when you click the expansion icon.
How to personalize your favourite records when using Add to Contact
In the Sumac Contact list, the Add to Contact button allows you to add new records of many different types to a contact showing in your Contact list. The Add to Contact button is also available within every contact's record, on the History tab. When ...
What is a Contact?
In Sumac, a contact could be a person, organization, business, or even a family that you have entered in your database. A contact's record stores core information about who they are, and their relationship(s) with your organization. To open a ...
How to create a Contact and add information about them
In Sumac, a contact could be a person, organization, business, or even a family. A contact's record stores core information about who they are and their relationship with your organization. Creating a new Contact record To add a new contact click ...
The icon for running Sumac has disappeared. How do I get it back?
If your Sumac icon has disappeared, you can watch a troubleshooting video here (http://sumac.com/troubleshooting-disappearing-sumac-icon/) or follow the instructions below. For Windows: Click on the Start Menu, and choose Control Panel. In the ...
How to personalize the tabs that show in Contact records
In Sumac, Contact records are organized by several tabs across the top of the record. It's common that organization's want to hide any tabs they are not using. This is a great way to streamline your database and narrow in on the areas of Sumac your ...