Release Notes
Release Notes: March 2025
Export Reports to CSV for Easy Sharing & Analysis You can now export your reports directly to CSV (Comma-Separated Values) format—one of the most widely used formats for data sharing and analysis. Whether you’re working in Excel, importing into ...
Release Notes: December 2024
What's New As 2024 winds down, we’re thrilled to share a few more updates to make your experience even better. From customizable reports to streamlined workflows, these improvements are designed to save you time, simplify tasks, and give you greater ...
Release Notes: November 2024
What's New This release introduces key updates, including user interface enhancements and new tools to help you better manage your fundraising efforts. These improvements offer more customization, help you save time, and make the platform more ...
Release Notes: Sept 2024
What's New Improved Sumac Data Imports We've made some exciting updates to how Sumac handles data imports, focusing on streamlining the interface and expanding the options available to you. These changes address common requests from our users, making ...
Release Notes: July 2024
What's New File Uploads and Attachments We've upgraded Sumac's file uploads and attachments functionality to a modern, integrated file management solution. With this update, files attached to client contact records in Case Portal are now accessible ...
Release Notes: June 2024
What's New Contact Archive We're excited to introduce your new Contact Archive feature! This addition helps you manage your contacts by identifying those who have been inactive for a specified period, keeping your database current and reducing manual ...
Release Notes: May 2024
Get ready for our latest updates, which bring exciting new features and improvements to both Sumac Desktop and our Case Portal! First up, dive in to see what's new for your Sumac Desktop experience. What's New in Sumac Desktop Clickable Dashboard ...
Release Notes - Sumac 4.7.11 - May 1, 2024
What's New New User Notifications We've enhanced the way new users get acquainted with Sumac, making it easier than ever for nonprofits to onboard new staff. Through a series of thoughtful, staggered notifications, new users can navigate the features ...
Release Notes - Sumac 4.7.10 - March 27, 2024
What's New Updated Template Workflow Exciting news for all Sumac users! We've given our Template workflow a major facelift, aiming to streamline your experience and eliminate those pesky mail merge problems. Ever found yourself running templates in ...
Release Notes - Sumac 4.7.9 - February 28, 2024
What’s new New Case Management Dashlets In this update, we're thrilled to unveil new case management dashlets designed to significantly improve how caseworkers and managers handle cases. These innovative dashlets provide a compelling, user-friendly ...
Release Notes - Sumac 4.7.8 - January 31, 2024
What’s new Our Vision For 2024 Continuing with our recent rebranding to Societ, we're excited to share a glimpse into our 2024 Product Vision, which will provide you with an even better product that helps you “Do More Good”! To achieve this, we will ...
Release Notes - Sumac 4.7.6 - December 14, 2023
What’s new Create Beautiful Emails With Our Updated Template Editor In this release, we are thrilled to introduce our updated Template Editor. With this update, creating great-looking email templates has never been easier! Users can effortlessly ...
Release Notes - Sumac 4.7.5 - November 8, 2023
What’s new Improved management of In Honor and In Memory donations In this release, we've made it easier to track and send notifications to the recipients of, or those who have given in Honor or in Memory of donations. You’ll find all of these ...
Release 4.7.4 - September 27, 2023
What’s new Intra Organization Announcement In this release, we're introducing a new communication feature for Sumac Administrators! With this update, Sumac Administrators now have the ability to display announcements directly on Sumac users’ ...
Release Notes - Sumac Interface Improvements Summer 2023
Sumac User Interface Improvements - Summer 2023 What's new Throughout the summer, we've been hard at work sprucing up Sumac's user interface to make it even better and more user-friendly for our customers. We're excited to share the progress we've ...
Release 4.7.0 - August 2, 2023
Release Notes - Sumac 4.7 What’s new Identity Service We are thrilled to announce the launch of Identity Service - our enhanced login that allows you to seamlessly login and manage user credentials across Sumac and all our solutions. Here are just ...
Release 4.6.6 - May 18, 2023
What’s new New Fundraising Effectiveness Report We know we just released an update last week, but we have one more update that we couldn't wait to share - the new Fundraising Effectiveness Report! With this report, nonprofits can gain valuable ...
Release 4.6.5 - May 10, 2023
What’s new Brand New Dashboard! In this release, we updated the dashboard design, to give you a better user experience, a more visually appealing interface, and the ability to select which dashboard modules matter most to you. Here are more details ...
Release 4.6.4 - April 12, 2023
What’s new It’s Now Easier to Remove Duplicates In this release, we’ve made several deduplicate enhancements making it much easier to detect and remove duplicate contact records from your Sumac database. This means: Better data accuracy: Duplicate ...
Release 4.6.3 - March 8, 2023
Release Notes - Sumac 4.6.3 What’s new Group Memberships A better way of handling family, company, and group memberships While Sumac Memberships does have the capacity to handle membership types that are meant for families, companies, and other types ...
Release 4.6.2 - February 8, 2023
Release Notes - Sumac 4.6.2 What’s new New Executive Summary Fantastic new look The Executive Summary report was a great addition to Sumac last year. Now we have given it a fresh new look. It still contains all the important information comparing ...
Release 4.6.0 - November 30, 2022
Release Notes - Sumac 4.6.0 What’s new Improved Search We’ve made it easier for our customers to run recurring searches! With this release, we have expanded the option to save searches within the Sumac database. In the Advanced Search Area, we have ...
Release 4.5.21 - July 27, 2022
The attached document describes the changes made to Sumac 4.5.20 to create release 4.5.21. This is an exciting release with improvements to Sumac's appearance, email notifications, online donor and member experience, and many user-requested ...
Release 4.5.20 - March 30, 2022
The attached document describes the changes made to Sumac 4.5.19 to create release 4.5.20. This is an exciting release with improvements to navigation, user access, payment processing and online donations, and many user-requested enhancements! New ...