General
Using Fiscal Year for Reports
Sumac provides the possibility to use your organization's fiscal year for the Executive Summary Report, the Fundraising Effectiveness Report, as well as the following data on the Sumac Dashboard: Donor Summary, Donation Summary, and Membership ...
Basic Concept of Searching
Sumac has powerful searching capabilities. You can find anything in your database; contacts, donation information, client and volunteer data, memberships, tickets, everything! This article will guide you through the basic concepts of searching in ...
Basic Concepts and Built-in Reports
Basic Concepts and Built-in Reports There are two approaches to reporting in Sumac: Sumac's built-in reports, or Custom Reports The reports are found in distinct area of the Sumac database. In this article, we'll explore built-in reports. Run ...
Sumac window is too small and the wording is hard to read
If you have a high resolution monitor, Sumac windows might appear uncomfortably small on your screen and be very hard to read. Here are some quick steps to help resolve the issue. Windows Computers On a windows computer, you can right-click on your ...
How to set up your website integration
You will need The following are required before you can complete the setup of your website integration A website! You will need access to the back-end of the site in order to complete this setup. A payment processor account. We work with Stripe or ...
How to login to your Sumac database
All Sumac users must be created by an Administrator of your Sumac database and provided their username and password (Adding new users to your Sumac database). Once you have received your personal login and password from your Sumac Administrator, you ...
How to Read Your Silent Partner Software Invoice
Starting on June 6, 2022, Silent Partner Software is implementing the first phase of a new billing system. Through the coming year and subsequent phases, we will bring a better customer experience to you, including a clearer invoice, a customer ...
Upgrading from a locally hosted to a cloud hosted version of Sumac
Introduction This article is meant to help you connect to your database once it has been moved from a locally hosted version to a cloud hosted version. This most commonly occurs when you have updated your license from one of our legacy license plans ...
How to set your own profile picture
Setting your profile picture in Sumac is a great way to personalize your Sumac experience! When you add your profile picture, it is displayed in your contact record, as well as your Sumac console. From your Sumac console, click "Contacts" to open ...
How to personalize Sumac's appearance
A great way to personalize your Sumac experience is to change the appearance of Sumac so it suits you best. This helps you do things like increase the font size or spacing in Sumac so that your data is easier to see, or adjust tooltips to provide ...
How to personalize the columns you see in Sumac
Because every user of Sumac will have their own priorities and key pieces of information that they want to see, Sumac allows each user to personalize what columns show in each area of the database. For example, when looking at the Contact list, users ...
How to personalize your favourite records when using Add to Contact
In the Sumac Contact list, the Add to Contact button allows you to add new records of many different types to a contact showing in your Contact list. The Add to Contact button is also available within every contact's record, on the History tab. When ...
How to connect to your cloud hosted database
Step 1: Install Sumac To install Sumac, follow the install instruction here on the Silent Partner Software website. Step 2: Find connection information This would have been sent to you in an email. You will need: Organization name OR Organization ID ...