Advanced Customization
How to clean up and consolidate options in drop-down menus?
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 ...
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 ...
How to set up Field Preferences
In Sumac, you have hundreds of fields available to you to capture important information. Many organizations want to customize the fields in Sumac to make things work best for their needs. For this reason, Sumac provides an area called Field ...
How-to Video: Customization - Manage Donation Preferences (7:11)
This video provides an overview of how you can customize preferences for managing donations in your Sumac database. Script: https://sumac.com/assetswp/training-docs/Customize%20Donation%20Preferences.pdf
Creating new fields and tabs in Contact records
In Sumac, you have hundreds of fields available to you to capture important information. Many organizations want to customize the fields in Sumac to make things work best for their needs. This is especially true in Contact records, where many ...
How to customize Field Values
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. ...
How-to Video: Customization - Get Started with Customization (3:14)
NOTE: The video below shows a slightly older version of Sumac. In a recent release, Lookup Lists was renamed to Field Values: Script: https://sumac.com/assetswp/training-docs/Customize%20Database%20Overview.pdf
Which fields/records can be made "Sensitive" in Sumac?
Any custom field can be made "sensitive," i.e.: Extra Fields in contact records Custom record Fields Case Management record Fields Form record Fields You can also make the following records "sensitive": an individual contact record an individual ...