Contact Management
How to manage multiple Contacts in one household
In Sumac, there are 3 kinds of Contacts: individuals (a person), organizations (a business, government body, another nonprofit, etc.), and households (a couple or family). To begin, here is an example of when you might use the Household function in ...How to Explore Communications records
In the Communications window under Reports is the Explore button. This button allows you to set up multiple searches and compare the results. For example, let’s say you want to see everyone solicited in your last campaign, who attended an event that ...What is in a contact record
Contact records store core information for each contact in your database. To open a contact's record, double-click the contact in the Contacts list. You'll notice there are several tabs across the top of the contact record for storing different kinds ...How to add new contacts
To add a new contact to your Sumac database, click Contacts in the main Sumac console window then click New. In the window that opens, enter some basic information about the new contact. You need to first specify whether you are adding a new ...
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