When I click the expansion icon for a contact, why don’t all of a contact’s donations show?

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.

    Societ Academy

    Learn what you need to know, any time. Free!
    ​


    • 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.