Getting Started
How to edit or remove existing users
Users are people who can log in to use your Sumac database. This article describes: What types of users you can have in Sumac How to create a new user, or edit an existing one, and How to remove a user's access to your database. If you are looking ...
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 Export
Sumac lets you export information from any list in just a few clicks. First, decide which records you want to export. You can use any available searching techniques to produce the list of records to be exported. For this example, let’s imagine we ...
How to connect to your cloud hosted database
Step 1: Install Sumac To install Sumac, follow the install instruction here on the Silent Partner Software website. Step 2: Find connection information This would have been sent to you in an email. You will need: Organization name OR Organization ID ...