Contact Management
Start/Logon & Sumac Console
Once you have installed Sumac, a Sumac icon appears on your desktop. Run Sumac by double clicking the icon. Java window briefly appears. This window checks for updates to the Sumac program. Then Sumac presents a Log-In window where you can enter your ...Contacts Window Overview
To open the contacts area, click on Contacts in the menu. In the list view, you will see records for donors, volunteers, staff members, organizations, or a household. Contact history Additional and related information like communications, donations, ...Create a New Communication Record
Communication records let you track any interactions with your contacts. Sumac can automatically create communication records when you generate mailing labels, send email, and do mail merge operations. To create communication records manually, you ...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 ...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 Bulk Edit
Bulk edit lets you change multiple records at once. It's a really handy tool and can be used in many lists in sumac. Let's use the contact list for this example. We'll standardize the way State are stored. In the example, some people used NV others ...How to - Printing in Sumac
The Print button is available in almost every list window. When you click Print, you'll see the printing setup window. The first step in printing is to choose what information you want to print. You can drag any fields from “Available Fields” into ...How to Export
Sumac lets you export information from any list in just a few clicks. First, decide which records you want to export. You can use any available searching techniques to produce the list of records to be exported. For this example, let’s imagine we ...How to Explore Communications records
In the Communications window under Reports is the Explore button. This button allows you to set up multiple searches and compare the results. For example, let’s say you want to see everyone solicited in your last campaign, who attended an event that ...How to manage multiple Contacts in one household
In Sumac, there are 3 kinds of Contacts: individuals, organizations, and households. An individual is a person. An organization is a business, government body, trust or other similar collectives. A household represents a couple or family. Let's start ...How to add a record to a Contact
The easiest way to add a record to a Contact is to use the Add to Contact button. It allows you to add new records to any other list of Sumac. For example, perhaps you just had a phone meeting with John Smith, and you want to record the details of ...What is in a Contact Record?
Contact records store core information for each contact in your database. To open a contact's record, double-click the contact in the Contacts list. You'll notice there are several tabs across the top of the contact record for storing different kinds ...How to add new Contacts
To add a new contact to your Sumac database, click Contacts in the main Sumac console window then click New. In the window that opens, enter some basic information about the new contact. You need to first specify whether you are adding a new ...How should I track organizations with multiple contacts?
The best way to keep track of a business or other organization, along with the multiple contacts who work there is to: Create a contact record for the organization itself, with no particular individual’s name in it. Give this contact record a gender ...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 ...How does Sumac handle contacts with multiple roles?
Contact Types allow you to indicate what kind of contact someone is, and how they interact with your organization. Very common examples of the Contact Types we often see are things like "Board Member," "Client," etc. Contact Types are customizable, ...How does Sumac handle relationships between contacts?
In every contact record, there is a tab for tracking relationships between contacts (the "Relations" tab). This allows you to link contacts with other contacts to build a network of who knows who in your database. There are a few standard Relation ...How does Sumac handle Households/Families?
There are three ways that Sumac can manage households and families: 1) You can have just one contact record that represents the Household. Rather than having several contact records for each individual member of the family, you can just have one ...Can I archive contacts in Sumac?
If you are looking to archive or remove some old, inactive contacts in your database, use Sumac's Contact Archive feature to archive them! If you are running out of space in your contact list, but aren't comfortable archiving contacts, reach out to ...
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