General Customization
Creating and Modifying Email Notifications and Confirmations for Online Case Management Forms
Overview This guide explains how to create and update email templates, assign them to an online form, and configure the message displayed after submission. Red numbered outlines in the screenshots show where to click Understand the message types · ...
Create and Use Action Plans
Action Plans let you map out a workflow or process as a checklist of steps that need to be completed. They are useful for processes your organization follows regularly, such as onboarding a client, renewing a membership, following up with a donor, or ...
What is "customization" in Sumac?
In Sumac, customization is all about adding the finishing touches to make sure the fields, terminology, and preferences in your database fit with your organization’s needs and objectives. Although not everything in Sumac is customizable, you can add ...