Related Articles
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 ...
How to edit an existing pledge
On occasion, you may need to edit an existing pledge record. For example, perhaps one of your monthly donors contacts you with new credit card details to use for their monthly pledge. In this situation, you can edit their existing pledge record to ...
How do I keep my server computer happy?
If your Sumac database resides on a server computer in your office, it's important to keep your server computer happy. Note: If you are a Sumac Cloud customer, your database resides on the Sumac Cloud servers, not a server computer in your office. ...
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 Cancel an Invalid Tax Receipt
Sometimes a receipt is issued and it becomes invalid. If, for example, the donation amount was incorrectly entered, the receipt needs to be cancelled and a new receipt issued. Find the receipt to be cancelled. The electronic receipt document will be ...