Site Data Settings
Below are descriptions of each field on the main System Data page. Depending on your system configuration, certain settings may not appear. If a setting is missing that you think you should have, please contact support or your CSM. Site Data Default Fund - this is the default fund for transactions where a specific fund is not indicated. Please note ...
Upload your Logo*
Your foundation logo is located on the upper left corner of your system screen. It is also located on all your online pages (Donate to a Fund, Grant Catalog, Event Tickets and the Nonprofit Directory plus the Donor Portal) and your tax receipts, unless you are using letterhead. If you need to change your logo: Go to System Data. Scroll down to Logo...
Templates Overview
System Administrators can use Templates to automatically populate recipient specific information into letters produced in CommunitySuite. Recipient specific information is pulled into Templates using Merge Fields, similar to a mail merge between Microsoft Excel and Microsoft Word. Templates that can be added to the system include: Donation Letters ...
Upload & Configure Templates
Upload and configure custom templates for donation letters, grant letters, scholarship letters, and more. If you haven't built out your templates, you can build them from examples and/or use template documentation for a list of template specific merge fields. Select System Data from the Home page. Select Templates. Click Create. Use the drop-down me...
Build Templates from Examples
Navigate to System Data. Select Templates from the left-side menu. Click Examples from the left-side menu. Click the Name of an Example Template. The Example Template will download to your computer's Downloads folder. Customize the Example Template for use, or copy and paste Merge Fields from the Example Template into an existing Template. Note: In...
Template Documentation
Template Documentation shows the merge fields associated with each Template type, and displays real data from your site next to each merge field. Template Documentation can be helpful for identifying where in your site a specific merge field is pulling data from. To access Template Documentation (for all templates besides Fund Statement): Navigate ...
Assign Funds to a Template
You can assign one or more funds to a template. This can be helpful when creating fund specific templates. To assign a fund to a template: Navigate to System Data from the Home page. Select Templates from the left-side menu. In the Templates window, click the Template ID of the relevant template. Select Add Fund from the left-side menu. In the Add F...
Assign Donation Types to a Template
Navigate to System Data from the Home page. Select Templates from the left-side menu. In the Templates window, click the Template ID of the relevant template. Select Edit Donation Type from the left-side menu. In the Template Donation Types window, click the checkbox next to the Donation Type(s) that you want to add to the template. Click Update. If...
Assign Payment Methods to a Template
Navigate to System Data from the Home page. Select Templates from the left-side menu. In the Templates window, click the Template ID of the relevant template. Select Edit Payment Method from the left-side menu. In the Template Payment Methods window, click the checkbox next to the Payment Method(s) that you want to add to the template. Click Update....
Update a Template*
You can update an existing template within the template record: You can add a new version of the template letter by selecting Update File in the left side menu. You may also view and restore past versions of the letter template by click Versions in the left side menu then clicking [Make Active] next to the applicable version. You can delete obsolet...
Create a Yearly Tax Receipt*
Create a Year-End Donation Tax Receipt to print or email to your Donors. This document will contain all donations made by the selected donor for the year. Go to System Data from the Home page Click Templates from the left menu Select Examples Choose the Yearly Tax Receipt template and Download it to your computer Edit the template with your messagin...
Managing Templates*
Upload as many templates as you need for each type of communication, however, you will need to make one the Default template for each communication type and you can identify specific transactions that will trigger the use of a certain template. To make a Template the default Template, Go to System Data Pick Templates from the left-hand menu to see ...
Template Overview
Use Templates to personalize letters for bulk mailings. When you have letters to send to contacts who are in your Profiles you can use Templates. When you set up Templates you can generate unique letters by using letter specific "fields" to insert data through a mail-merge type process. Each letter that is produced will have identical layout, format...
Site Custom Content Fields
The Site Custom Content page allows you to add custom text, and messages, to your Donor Portal, Donation Portal, and other areas in CommunitySuite. This tutorial will describe the available content fields, where they display within the system, and how to edit the information associated with each field. advisor_login_email This is the default email t...
Add, Edit, & Remove Site Custom Content
You may want to remove fields that you're not using, or add additional fields that you previously removed. This tutorial will show you how to add, edit and remove Site Custom Content fields. Check out this tutorial for descriptions and examples of each field. Select System Data from the Home page. Select Content. Add Site Custom Content Click Add. S...