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. Personalize Sumac's Appearance Did you know you can personalize ...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 ...The Sumac Dashboard
Sumac Dashboard Features When you log into your Sumac Database, the first thing you will be greeted by is your Sumac Dashboard! The Dashboard is quite versatile and houses a lot of useful data, in a truncated format. One of the features of the ...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 do I install Sumac?
Sumac can be installed easily using the instruction guide below. You can also download Sumac and follow our quick installation guide straight from the Societ website here. Download Sumac 1. Download the installer that corresponds to your operating ...Can Sumac integrate with other programs and applications?
Yes! Sumac was created to make the lives of non-profit professionals easier, so it works with all the other programs in your office environment like accounting systems, and desktop applications including: word processing, spreadsheet, email and ...How to use Spell Checking in Sumac
Sumac supports spell checking to help you identify when a word you are typing into a Notes field is spelled incorrectly. This feature works in any language. To enable this feature, you need a list of acceptable words. A word list file is a text file ...How does Sumac store dates?
In Sumac, all dates are automatically formatted to the universal date format (YYYY-MM-DD) and this cannot be changed. However, you can specify the date format used in Mail Merge templates so that any outbound communications you send to subscribers, ...What services are available?
Top-Rated Personal Support With Societ Nonprofit Solutions, you get top-rated, live personal support included with your license. Our knowledgeable, friendly support staff will work with you one-on-one to address support issues, and help get the most ...What is in a communication record
Communication records allow you to track many different kinds of interactions you've had with contacts in your database. For example, a phone call or a meeting, sending them a newsletter or a tax receipt, and even tracking event attendance. ...
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