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...
Base Camp Access
Access Base Camp directly from CommunitySuite to watch instructional videos in Learning Lab, download and print written tutorials, offer ideas, and explore information related to the philanthropic sector. To access Base Camp from CommunitySuite: Log into CommunitySuite. Click on the black circle (question mark) in the upper-right corner of the scree...
Release Notes
The Release Notes section contains information related to system enhancements, new features, and bug fixes. When updates are made to the system, Community Suite will automatically create a Task for your staff to review the Release Notes. To access Release Notes: Navigate to the Home page. Click Release Notes from the left-side menu....
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...
Generally Accepted Accounting Principles (GAAP)*
CommunitySuite is designed to to GAAP Standards. GAAP are the accounting principles set forth by the Financial Accounting Standards Board (FASB) and the American Institute of Certified Public Accountants (AICPA) that guide the work of accountants in reporting financial information and preparing audited financial statements for organizations....
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...