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 ...Manage Donation Preferences
Manage Donation Preferences Sumac allows you to customize your donation preferences specifically for your organization. The Sumac administrator in your organization only needs to set up donation preferences once, and then your entire organization is ...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
Lookup lists are customizable fields that appear in all list windows in Sumac. They can be displayed as drop-down menus, such as a list of cities, or as groups of checkboxes, like contact types. To add, modify, or remove items from any lookup list, ...Get Started with Customization
In the Sumac console, under Utilities, there is a Customize Database menu that allows you to customize aspects of your Sumac database. This article explains what these options allow you to do. You must be a Sumac Administrator in order to use any of ...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 ...
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