Searching
Searching in a list using Operators
This article explains search operators. A database record is made of many little pieces of data which are stored in fields. When you search, you are looking for specific data in specific fields. In this example, we'll search for contacts living in ...
Searching in list: Tips and Troubleshooting
If you run a search in Sumac and get some unexpected results, review your search criteria to ensure that they are correct, and reflect on what you're trying to find. Common reasons for unexpected search results Search criteria are not specific ...
Searching in list using multiple search criteria
Searching Donations On the Sumac Dashboard, expand Fundraising and click Donations. The search area always appears at the top of a list. The Search Type menu in the Donations list holds search criteria that relate to donations, such as when donations ...
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 ...
Can Sumac store files in the database? (link files, attach files, etc.)
Yes, you can link and/or save files to contact records, or to communication records in Sumac. If you are using a Custom add-on or Case Management, you can also link files to custom records or case records. When linking files in Sumac, you have two ...
My search options have disappeared
Sumac has powerful searching capabilities so you can find anything in your database; contacts, donation information, client and volunteer data, memberships, tickets, everything! With the new simple search, you are able to search the records with the ...
How to adjust your microphone during a Zoom meeting
Hover your mouse near the bottom left of your screen when you are in a Zoom meeting. When you see the buttons in the image below, click on the upward arrow first and then click on the "Audio Settings…" option. The Settings window should open to ...
What is a Zoom meeting?
Zoom.us is a web-based meeting app which allows us to share computer screens, speak with and see each other. Zoom can also record meetings, which can be very useful for workshops and trainings because you can review the recording and information ...
How do I install Sumac?
Sumac can be installed easily! You can download Sumac and follow our quick installation guide straight from the Silent Partner Software website here. And when it comes to getting new versions of Sumac, this is taken care of for you! Whenever you run ...
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 to build a custom contact list using List Builder
List Builder lets you build a list of specific contacts by dragging and dropping them into the List Builder Window. You can search across different areas of Sumac CRM, compile those results in one list, and then take advantage of the tools in the ...
How to use Search Builder
Search Builder lets you search for contacts based on any criteria in the database, such as contact type and donation information. In this example, we'll look at creating a mailing list for a holiday campaign. We'll send solicitation letters to anyone ...
Basic Concept of Searching in Sumac
The Benefits of Effective Searching Sumac has powerful searching capabilities so you can find anything in your database; contacts, donation information, client and volunteer data, memberships, tickets, and more. This article covers basic searching ...
Which Connector Should I use in Search Builder?
Here’s a picture to help you understand the connector you need to use to find what you want. Example Criteria Suppose Criterion 1 is: Has a Beard Suppose Criterion 2 is: Wears Glasses Results Here are the results you will get for each connector: AND ...
Sumac says someone else is editing a record, but no one is. How can I edit the record?
When you edit certain types of records (e.g. contacts, programs, ticket orders), Sumac locks the record so that only one person can edit it at once. If, while the record is still being edited, Sumac is terminated or the computer crashes, the record ...
Why does Sumac prompt me to re-enter my password when I am already logged into my database?
After 15 minutes of inactivity, Sumac users may be prompted to re-enter their password to continue using Sumac. This must occur to make your use of Sumac comply with PCI-DSS. PCI-DSS is the standard set of rules for protecting payment information. ...
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 in other words, any outbound communications you send to ...
What support services are available?
All of our Sumac licenses come with free unlimited support; Sumac Bronze includes free email support, and Sumac Silver, Gold and Platinum comes with unlimited email and telephone support. All Sumac users also have access to our free online training ...
Communication record field legend
See below for the list of fields available in a Sumac communication record, what that field allows, and any customization options: Contact - Mandatory; links the contact with whom you had the communication Contact A - Renameable and Hideable; allows ...