Contacts

Overview

The individuals, families and organizations that form the community of contacts with which you interact are as unique as the specialized mission of your non-profit organization. The ability to catalog limitless demographic information such as addresses, preferences, facts and traits provides the basis for an in-depth understanding of both individuals and the community as a whole.

Sumac Contacts is at the heart of Sumac's superior functionality, providing a completely customizable solution for rapidly recording and analyzing all the important details about contacts involved with your organization. A greater information base provides your staff with the knowledge necessary to raise more funds with a focused approach, as well as easier facilitation of your mission that benefits the community.

Features

• Record detailed demographic information, communication preferences and multiple home, business and vacation addresses in a contact record for each constituent in your community.
• Record relationships between contacts to better understand the social network of any constituent, including business, family and casual relations.
• Supplement contact profiles with external documents in any format, such as resumes and websites.
• Document supplementary facts about education, club memberships, employment history, program interests, assets, external donations, planned gifts, qualifications, volunteer availability and preferences.
• Extend the data stored in contact records automatically, including additional, relevant information about the contact for other Sumac modules such as Sumac fund requests and Sumac Memberships.
• Link contact records with every module in Sumac, providing a complete description of your relationship with an individual constituent or your community as a whole.
• Specify segments or subsets of contacts, and indicate which segment each contact is in. Specify which segment or segments of contacts each user is allowed to see. This enables you to address scenarios like these:
  • You have offices for several related groups or organizations. Perhaps they are geographically distributed. Each one gets access to only its own contacts.
  • Some contacts in your database are extremely confidential and must be accessible only by selected users.
  • The database contains contacts for different parts of your organization (e.g. fundraising and client services) and their contact lists need to be separated.
  • You are a service organization which provides database usage to your customers, and each customer is allowed to see only its list of contacts.