Contact Support

Please contact support if you have any questions or experience technical issues. To expedite the resolution of your issue or question, please include: Your first and last name. The name of your community foundation. The location of your community foundation (city and state/province). If you're experiencing a problem, please address the following:  W...

Data Migration

Please speak with your CSM before starting any data migration. Data can be imported into CommunitySuite from a number of sources, including, but not limited to: MicroEdge FIMS & GIFTS Online  QuickBooks Blackbaud Financial Edge & eTapestry  Community Pearl, eGrant & FundWeb GiftWorks Excel Spreadsheets FIMS Data Export Instructions: Clic...

Filters Overview

Within CommunitySuite, you can refine your data using Filters. Currently, there are three terms used to describe Filters: List Filter List Filter Reports Note: The terminology used to describe filters (and the functionality of each filter type) varies depending on which part of the system you're working in. Filtering may not be available in certain ...

Enable Two-Factor Authentication

Two-factor authentication (also known as 2FA) is an authentication method where a computer user must present two or more pieces of evidence to access a system. To enable 2FA for CommunitySuite you will need: A User account in CSuite. A two-factor authentication software (such as Authy) installed on your phone, or as web browser extension on your com...

My Jobs*

Some software processes require more time or system resources to complete. CommunitySuite allows you to complete job processing in the background as needed. For example, when you process a Revenue Share with many Funds, that job can work in the background - this way you can continue working.  To see jobs that are running in the background, go to you...

Using CommunitySuite on a Mobile Device*

Use Foundant's CommunitySuite Software on any mobile device, from anywhere and at anytime. If you log in to your system on a mobile device you can access all your information, just on a smaller screen. You can select to use the "Mobile view" from any device.  Go to your CommunitySuite URL On the login page, you will see  Mobile Site hyperlink below ...

Notes*

You can Add a Note from various places within the system. When you add a note it will be associated with the Donor, Grant, Pledge, Opportunity, Payment, Donation, or Fund record that it was created within. Access Notes via the Core column from the homepage. Once in the notes page you may add filters if desired to help sort your results by clicking F...

File Attachments*

CommunitySuite allows you to upload/attach files within certain parts of the system. For example, you might use this feature to attach a check copy to a Fund.  To attach a file: Click Attach File from the left side menu. Select Choose Files in the Attach File window. Select the file you want to attach and click Open. Enter a Description in the Attac...

Filter Reports

Filter Reporting Basics You can find filter reports/lists at many levels of the CSuite system. Places that have filter reports: Profiles (Grantees, Vendors, Students, Employees, Donors and Customers) New Donor Report Notes General Ledger Donations Grants Pledges Scholarships The filters that are available on each report are contingent on the area th...

Development & CRM Overview

Profiles A Profile is a native record or contact for any entity in your system. Profiles are a foundational piece to your organizational success as they capture both the contact information and relational framework between constituents. Effectively capturing, stewarding and maintaining profile data is important to the longevity of your relationships...

FIMS Profile Conversion Summary

When importing your data and setting up your CRM system there are a few key decisions to make regarding how information is kept on a profile. The following is a guide that helps delineate these decisions: Householding In FIMs most information about a household is stored on the Profile1 tab and secondary information such as spouse name and email is s...

Salutations & Lists

Salutations and Lists CommunitySuite includes many fields within Profiles to customize how names display in different places within the system. Below are context and examples of how to set up names in a Profile. Search pulls from the Individual name fields and the full Legal Name fields Individual Name: The name you call the person most i.e. “Jon Sm...

Create & Manage Tasks

The Task tool can be used to remind yourself and your staff about upcoming projects, administrative tasks, and recurring events at your foundation. While creating tasks, convert them into iCalendar (.ics file) invites and send them directly to your staff from CommunitySuite. Once received, your staff can download the .ics file and it will automatica...

Add a Note

Notes can be added to records throughout CommunitySuite. If a record is associated with a unique ID or number, the option to Add Note will appear in the left-side menu. Click Add  Note from the left-side menu. Select a Date, enter the name of a Fund to link the note to a fund. (Optional) Check the box next to Sticky to place the note at the top of t...

Add Task/Note Types

The same user-defined menu in CSuite applies to both Tasks and Notes.  If you went live in late 2019 or after, you likely have default Opportunity Types and Task/Note Types in your site. These can be edited or deleted to suit your needs.  To create Task/Note Types: Select Opportunities from the Home page. Click List  Types. Click Add Task Type. Ente...

Add Tasks to Opportunities

An Opportunity Task is a special kind of task that can only be added on the Opportunity level through the + Add Opp Task button on the left sidebar (the + Add Task is the same task functionality that is across CSuite and will not add the task to the Opportunity).  When an Opportunity Task is marked done, you can add outcome notes to the task, which ...