CommunitySuite Release Notes 2023 – Foundant Technologies

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Release Notes

Monthly Release Features are listed in bold and have links to relevant resources. Other enhancements/fixes are listed in regular text.

06-08-2023

Grants: Resolved an issue with Approve All does not work for approvers of child grants on multifund grants.
Grants: Resolved an issue with custom field answers not saving on multifund and historic grants.
Custom Reports: Resolved an issue when using the email option with HTML the total column wasn't populating.

06-07-2023

Admin Fee: The following enhancements are now available for Admin Fees: the ability to set funds in bulk to an admin fee type, an option to add a note to an admin fee and on manual admin fees, and the ability to select the receiving fund and accounts. The ability to create a manual admin fee is now an option in the left-side menu on the Admin Fee page.

Also enhanced the fund record’s Admin Fee section to have a start date field. This start date can be used to enter a starting date to begin processing admin fees on a fund. The start date will look at the admin fees posting date. For example, if the fund’s admin fee start date is set to 1/1 and admin fee posting date is 12/31, it will not charge that fund for that admin fee.

Enhanced the admin fee types to now have a maximum fee per year. Clients will now see a maximum fee field added to the admin fee types. This will allow the system to only charge a fund with that type a maximum per year.

Funds Bulk Edit was also enhanced by adding the Admin Fee Start Date.

Permissions: No permissions changed by this release.
- Resources:
Fund Advisor: This enhancement allows the foundation to enable the ability for their fund advisors to receive an email confirming that they have submitted a grant request online. There is a new check box at the fund advisor level called Request Confirmation Email. The foundation can chose to enable this for all fund advisors by selecting the check box Advisor Request Confirmation Email in Fund Advisors>Settings>Edit Settings. There is also a new content area for the Advisor_request_confirm_email_body.

Permissions: No permissions changed by this release.
- Resources:
Scholarships: Enhanced Scholarships to have a Scholarship Award Letter. This will be a new bucket within Scholarships. This will allow for bulk processes such as Email, Print, Mark the Award Letter Sent, Unset the Award Letter Sent, UnSet Award Letter Needed, and Set Award Letter template. In the Open bucket, there are two new left-side menu options for Set Award Letter Needed and Clear Award Letter Sent. On the award, there will now be two new fields: the Award Letter and the Award Letter Template. The Award letter field will be used to mark the award if the letter is needed, mark it as sent, pdf, word, or email option. There will also now be an Award Letter Template field. This will allow clients to select the correct template for the scholarship.

Templates: Enhanced Templates with a new Scholarship Award letter template. Clients can have awards letters based on funds, fund groups, subgroups, divisions, and segments.

Permissions: There is new permission called Scholarship Award letter. This will be enabled for Admin permissions at the time of release.
- Resources:
Fund Advisor: There is a new enhancement that will allow a foundation to enable a cart option for grant requests. If the Fund Advisor Cart functionality is enabled, the fund advisor will receive one email for the entire “cart” of requests. The can be enabled for all fund advisors by selecting the check box Fund Advisor Cart in Fund Advisors>Settings>Edit Settings.

Permissions: No permissions changed by this release.
- Resources:
Fund Advisor: In order to allow additional customization, new content blocks are available to create content headers for each of the tabs on the Fund Advisor Portal. The new content blocks can be found in the Fund Advisor Content menu. The new content blocks are HTML compatible.

Permissions: No permission updates with this release.
- Resources:
  - Fund Advisor Portal View
  - Fund Advisors Site Custom Content
Nonprofit Directory: Enhanced the Nonprofit Directory to display images, share files, and display text in html. This will allow a more robust display of the Nonprofits once a donor has selected a nonprofit displayed in the directory list. On the Nonprofit Designation's Detail tab, there is now a Show Profile Image checkbox. Enabling this checkbox will allow the images on the main profile to display onto the Nonprofit Directory. There is another new checkbox option, HTML Statement, above the statement field. Enabling this option will allow clients to use HTML code in the Statement field with up to 2,000 characters. A new description field has been added to the nonprofits detail tab. This field will allow up to 30,000 characters and is html compatible. The description will show when a nonprofit is selected on the directory view from the donation portal. A new Files tab has been added to the Nonprofit Designation. From this tab, files can be added and shared to the Nonprofit directory. If a category is not added to the file, it will just display on the portal as a file.
- Resources:
  - Video
  - Nonprofit Directory
Fund Advisor Portal: Added verbiage to the fund advisor header box "Request Confirmation Email." If this setting is enabled from the fund advisor settings, this language will now appear: Enabled for all in Advisor Settings. This will allow clients to easily identify if that global setting is enabled.
Reports: Resolved an issue when selecting the Is Not Filter, the report would filter to null.
Profiles: Resolved an issue when using the Do Not Mail on a profile, the mail type would not appear when editing the profile.
Distribution: Resolved an issue when creating and distribution with trailing year calculation base of accounts, the distribution would fail.

06-06-2023

Checks: Resolved and issue with Anonymous Funds displaying the as fund name instead of Anonymous on Detail Attachment for Checks.
Custom Reports: Added a Fund Prospect Report and SLM Installments report. Added addition fields to the following reports:
- Fund Advisor Report: Added the following fields: Pledges tab, Donate Tab, Receipts Tab, Voucher Tab, Invoice Tab, Investment Tab, Internal Loans Tab (if enabled), Split Interest Tab.
- Check Report: Added the fund steward, Pay Email, Pay Address fields, Added a Boolean field for electronic checks.
- Grant & Voucher Report: Added the Fund steward field(*From fund Fund Steward is the Fund Steward Name field), last financial date for grantee.
- Profile Report: Added the Pay Email and Pay Address, No charity status check, Last charity status check, Last financial date *inactive -pulls from the vendor profile designation.
- Profile Fund Report : Added Fund Steward.
- Campaigns: Added goal field.
- Fund Report: Added Admin Fee Reduces Spendable.
- Revenue Share Report: Added Exclude and Give to Fund- This changes the way this report works. Currently the fund is already the give to fund if that’s set. This will split those things out to fund and give_to_fund all previously under fund id will now broken out.
- Deposit Report: Added a hyperlink the to deposit id.
- Profile Payment Report: Added a hyperlink to Payment ID and Deposit ID.
Campaigns: Resolved an issue with Mailchimp jobs not completing the sync with large audiences. The manual sync will now run as a background job. If you do not sync a list that needs syncing, it will get synced at the top of the hour. Either way, the job that runs will give way more information as the job is running like the progress on getting the audience list from Mailchimp (in chunks of 500 email addresses). Then it will give you details about what is happening every minute as it loops through all those addresses and adds/removes tags as needed, etc. If you go to the Mailchimp page, where the “sync” is on the left with “Event Log”, this page will now show you recent Mailchimp background jobs. This page will also confirm that everything is setup in case you need to choose a new audience.
Campaigns: Resolved an issue when using the create receivable when purchasing a ticket, a red error would appear after selecting process.

06-02-2023

Grant Type: Added the ability to Set Grant Type in bulk from the left side menu in Grants and Grant Reports. In Grants, there is a new Set Grant Type options in Grant Actions. This is available in the New, Approval and Voucher Buckets. In Reports, this option is available for any Grant Report that includes a Grant ID. Selecting this option will open a list to select or update the grant type for each grant in the list.
Funds: Resolved an issue that was not saving the Created Date, Distribution Type or Distribution Interval when editing a fund record.
Grants: The Primary Fund Advisor for a Fund will now be added as the Grant Advisor when creating a spendable grant.
Tributes: Donation Custom Fields are now available as merge fields in the In Honor and In Memory Templates. Two merge fields have been added to both templates: {{full_tribute_name}} returns "in honor(memory) of Tribute Name and {{us_full_tribute_name}} returns "In Honor(Memory) of Tribute Name.

06-01-2023

Reports: Scholarship Note Report - Resolved an issue that was not linking to the correct transaction when drilling into the Sship Item Id.
Reports: Scholarship Note Report - Resolved an issue that was not linking to the correct transaction when drilling into the Sship Item Id.
Reports: Default Reports - Grants: Added the Profile ID to the report.
Funds: Resolved an issue that was not allowing text to be saved in the sort field or custom fields to be changed if the answer was longer than 255 characters.

05-31-2023

Grant & Grant Voucher: Resolved an issue that would not allow a grant to be deleted after an associated grant voucher had been cancelled.
Campaigns: Resolved an issue that was not syncing mailing list from a campaign to Mailchimp. If the list does not exist in Mailchimp, a new list will need to be selected prior to syncing.
Fund Advisor Portal: Resolved an issue with the Fund History that was displaying scholarships as undefined if a lookback date was set.

05-30-2023

Reports: Resolved an issue that was not displaying the left-side menu option to rollup house/advisor on the default donors report.
Profiles: Resolved an issue that removed the option to merge vendor and donor profiles.
Campaigns: Resolved an issue that was not allowing a ticket to be deleted if it was connected to a pledge that had been adjusted.

05-26-2023

Reports: Resolved an issue with the canned donor report not having the option to save as.
Financials: Resolved an issue when trying to delete a filter for financials a red error would appear.
Templates: Updated the tax receipts email to show read as Donation Receipt and Donation Date. The Subject Line of the email will read the same Donation Receipt and Donation Date. For example, Donation Receipt 05/26/2023
Also, added the email for donors on the the tax receipt table when processing tax receipts. Updated the list fonts supported by Aspose for our templates.

05-24-2023

Templates: Added today_nice_date merge field to the following templates: invoice, checks, grant award letter, grant letter, internal grant letter, scholarship, yearly tax receipt. Added the grant award letter to have the advisor mailing label use the first last name, if there isn’t a mailing label filled out. Added advisor household label the grant letter template and the apply to spendable to tax receipt.
Users: Created a forgot password link for users. The Forgot Password link will appear after one unsuccessful login attempt. This will send a reset password link to the users email on file.

05-22-2023

Integration: Resolved an issue with integrated profile's address information not updating in Grant Lifecycle Manager when updated in CommunitySuite.
Integration: Resolved an issue with the SSN not being sent via fedid field when the profile/set_ssn permission is missing.

05-19-2023

Admin Fees: Added a log to Admin Fee types. This will allow foundations to see any changes made to their admin fee types.
Scholarships: Resolved an issue when canceling a scholarship from the left-side menu versus the cancel on the payment line, wasn't calculating into the total cancel balance. This was causing scholarships to look as if they still had an open balance.

05-18-2023

Files: Added the ability to delete files from a filtered list and Set Categories from Files. Clients will now see a new left-side menus of Update Category and Delete Files. This will allow clients to easily remove files from their site. This will help with data hygiene and file retention policies. There will be a 2000 file limit when deleting based on browser performance. The report should populate and you can select delete all and yellow warning will appear, but then take you back to the report to select the next 2000, if needed. Clients will also now be able to set File Categories in bulk using a Custom Report. This action will be found under the Files Actions in custom reporting.
Custom Reports: Added the ability to delete files or set categories from a custom report. When clients use the a report with File Id's, clients will now see a new left-side menus of under File Actions: Update Category and Delete Files. This will allow clients to easily remove files from their site. This will help with data hygiene and file retention policies. Clients will also now be able to set File Categories in bulk using a Custom Report. This action will be found under the Files Actions in custom reporting.
Permissions: There is now two new permissions for Files: Bulk Delete and Bulk Update Category. We also updated the File permission that pertains to Journal Entry attachments. Users will need Journal Entry permissions to now see attachments related to journal entries.
Vouchers: Added commas to the input and display fields on vouchers/statement vouchers. This will help clients when inputting vouchers to verify data.

05-17-2023

Vouchers: Resolved an issue when inputting a statement voucher or voucher. Zeros were duplicating and negatives were no longer working.

05-15-2023

Grants: Resolved an issue with new profiles not creating from the grant import.
Scholarships: Resolved an issue with addresses not populating or updating on existing/new profiles from the scholarship import.
Donations: Resolved an issue with addresses not populating or updating on existing/new profiles from the donation import.
Funds: Added the ability to edit up to 1000 funds using the Bulk Edit option on funds.

05-12/2023

Grants: Resolved an issue where clients can no longer remove a description on grant when using the edit action next to description.
Fund Statements: Updated the recurring grant section on a fund statement to populate using the start date of the statement and not the end date. This should allow for recurring grants to display more accurately.
Profiles: Added the delete option to the donor designation. Resolved the GLM link no longer working for a profile. Added the ability to unlink the profile fund from the relationship tab. Resolved an issue with grantees address not populating into the profile record if the grantee was manually created from the fund advisor portal.

05-11-2023

Fund Advisor Portal: Added the Scholarship and Top 10 student graph as a separate graph on the fund advisor portal. If the Show Student Data is not enabled, the student name will display as anonymous on the chart displaying for the fund advisor.
Funds: Added the Scholarship graph as a separate graph on the History report on a fund.

05-10-2023

Profiles: Resolved errors on profiles when editing or creating a profile with suffix that is too long, and when creating a new address with a prim day.

05-09-2023

Profiles: Added the ability to complete custom fields on profile edit.
Campaigns: Resolved an issue with HTML for locations on a campaign was no longer displaying correctly.

05-08-2023

Dashboards: Resolved an issue with fund names being truncated on the fund dashboard with the beginning of the name being cut off. Corrected this so that the end of the fund name will be the truncated portion, if needed.

05-05-2023

Checks: Resolved an issue with the nacha file having a parsing error due to unexpected tab characters being in a CSV when communicating to the platform.

05-04-2023

Profiles: Corrected the spelling of affiliate on the Details tab. Updated the reference of Owner to Fund Advisor when deleting a Fund Advisor profile designation. Resolved the email type not saving after editing a profile. Resolved an issue with the payment type no longer displaying on the Details tab on a profile.
Custom Reports: Resolved an issue on the donation default report so it will show advised yes. This will allow anonymous donations to also display if it is an advised donation or not.
Custom Reports: Resolved the following boolean fields when filter on the following reports and fields: Check Report-Checks Cleared; Fund-Loans; Accounts-Has Checks, Manage Cash; Files-Sticky; General Ledger-Reconciled; Grant-Pay Sponsored Org, Public Visible, Exclude Adminfee; Grant Status-Past Due; Note-Note Alert; Opportunity-Success; Campaign Profile-Attended, RSVP; Invoice-Historical.
Custom Reports: Resolved the profile filter for is household or org, it was incorrectly filtering the is or is not.
Custom Report: Resolved an issue with the search bar on custom report no longer searching employee names. This functionality has been restored.

05-03-2023

Profiles: Profiles have a new a look with this enhancement. Foundant is excited to take so many of the User submitted ideas from Idea Lab and make them happen in the software. Our highest voted Idea Lab submission was the ability to identify the main profile data regardless of the designation.

The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed. This summary includes an image, primary contact information, last donation date, and pronouns. With this new layout there will be an icon next to the profiles name at the header. This will allow a User to easily identify an individual, household, or organization record. Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

Below this header box, profile data has been organized in tabs: Details, Relationships, Engagements, Files, Notes. The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, tasks, and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links, and Philanthropic Interest Area. Engagement tab includes: Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report called List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile. Designations will become bold as you navigate to one. The Designation pages will also follow the new tab system to allow for the profile header to stay on each page. The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

Enhancements have been made to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and will mark the the designations of vendor, student, and grantee as inactive. This will also not allow the profile to be used when selling tickets, recording donations, or creating vouchers/grants. Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

The ability to assign pronouns to a profile is now available. If populated, the pronouns will populate in the header, directly after the profile name at the top of the summary box. Up to three words can be included in the profile field. This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself. A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names. You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv. For example, you will enter she, her, hers for these three pronouns to display on a profile.

When creating a profile you will now select to create an individual, household, or organization. Then once you select the type of profile to create all fields will be available on the creation of a profile. Just a reminder, foundation workflows may need to be updated with new creation of profiles.

Permissions: No Permission updates with this release.
- Resources:
Grants: Added an new option to deny an unposted/unapproved grant in the New bucket. Once a grant is denied, it will automatically move to the Complete bucket and be included in the grant list in a grantee profile. Denied grants will also be included in the grant report for a fund. Denied grants will not be visible in the Fund Advisor Portal. Once a grant has been denied, there is a left-side menu option to remove the denial.
Enhanced the integration into GLM by allowing denied grants to be sync’d from/to CommunitySuite. The GLM Pre-approval workflow is required to integrate denied grants. Once the grants are denied in GLM, they can then be sent to CommunitySuite. These denied grants will land in the GLM grant bucket. Clients will still map the grantee and set funds from the GLM bucket. Once those have been set, the denied grants will then be available in Custom Reports. Create grant and then denying the grant will also allow you to send the grant to GLM by using the Send to GLM options on the individual grants. Currently, there is not a batch option for denied grants moving from CommunitySuite to GLM.

Denials is currently just for the integration between GLM and CommunitySuite; it is not currently available with SLM to CommunitySuite.

Permissions: There is a new permission Deny Grants. Upon release, this will be set for the Admin level permission.
- Resources:
Grants: A new Decision Date field is available on grants and integrated grants into GLM/SLM. This field will allow clients to capture and report on the date that the board has approved or decided on a grant. In CommunitySuite, grant date will still be the general ledger transaction or posting date. Decision date can be edited at any time on a grant. This field is available in Custom Reporting.
If clients use the GLM/SLM integration, they will now see a grant date in GLM/SLM. The decision date and grant date fields will integrate between CommunitySuite and GLM/SLM. When syncing from GLM to CommunitySuite, the decision date and/grant date can be edited in the New bucket in CommunitySuite. The dates will not reflect in GLM until the grant is posted and approved or a full resync has been done. When sending from CommunitySuite to GLM and the grant needs to be unposted and grant date edited, the grant date will update GLM once it is posted in CommunitySuite. Prior to this new date field, the decision date from GLM mapped to the grant date in CommunitySuite. From the GLM bucket in CommunitySuite, there will be a bulk grant date action on the left-side menu. Once the grant has been posted, the grant date can no longer be changed unless the grant is unposted in CommunitySuite.

Permissions: There are no permission updates with this release.
- Resources:
Dashboards: Dashboards will be available in the following areas: Funds, Profiles, Donations, and Donors. These will be available from the left-side menu in the respective objects. This will allow quick information about these areas in the system. Each dashboard will have date filters across the top to easily select different time frames of data. The year filters will return data based on the fiscal year set in site data. The start and end date will also reflect the Date Style selected in System Data.

This will be the first release of dashboards with plans to role out new dashboards in different objects over the next several months. We will also be adding additional filters to this default dashboards later in the year.

Permissions: There is a new permission for each dashboard. This has been enabled for anyone in the Admin Group. An Admin User for each site will need to set the permission for Dashboard access for their staff.
- Resources:
Custom Reports: Enhanced Custom Reports to have a Save As option. This will allow clients to start with a report and make changes without losing that report. When saving a report, clients will now see a description field. This field can use this to create a description of the report which will be visible in the Custom Report list. In addition, there is now a new column for the creation date of the report. This will allow a User to identify when the report was created. A relative week date filter has been added. Selecting this filter will return data based on a Monday-Sunday week.

Enhanced Custom Reports with categories. Creating categories will give a User the ability to create a new categorized list of the custom and default reports. Clients will now have the ability to create categories for the reports, which will allow reports to be grouped together. There is a new left-side menu called Categories, and from within this menu there is the create categories option. Once categories are created, the existing reports will default into the object categories and clients can use Bulk Update from the left-side menu to set existing reports with categories. When saving report, clients will now see a drop-down to assign reports to a category at that time.

Permissions: There is a new category permission for creating categories. Anyone with the general custom report permission is able to bulk edit their own report categories.
- Resources:
  - Video: Custom Reports - Save As, Relative Week Filter, and Description
  - Video: Custom Reports Categories
  - Detailed Permissions
  - Run Custom Reports
Accounts: Added a left-side menu option in Accounts called Close Sub-Accounts. This will allow clients to efficiently close any sub-accounts in bulk that have not had transactions or balances in the current year. This will be a great tool for clients to add to their year-end process or after a migration into CommunitySuite. Accounts & Sub-Accounts can be opened and closed by selecting open or close account in the left-side menu of an account page.

Permission: There are no updates to permissions with this release.
- Resource:
  - Sub Accounts
Accounts: Resolved an issue when adding filters and removing them to financials. It was causing a red error. Also, modified the yellow warning message to identify the number of columns being limited to 1587 based on the database limitations.

05-01-2023

Custom Reports: Resolved an issue with scheduled emails sending to inactive users.
Campaigns: Enhanced the campaign area by moving the files and notes tab to the end to align with the profile release with tabs.
Templates: Resolved an issue with Yearly Tax Receipts that only a comma was populating in the donor address field.
Custom Reports: Resolved a red error after uploading IDs and then trying to update information from the report.

04-28-2023

Till: Resolved an issue requiring -0 on refunds [reconcile] in Non-Till.
Profiles: Resolved an issue in Profiles and then Browse from the left-side menu. When selecting a name, it would cause a red error.
Admin Fees: Resolved an issue with admin fee groups using all quarters even on funds with less history.

04-27-2023

Campaigns: Enhanced the tab appearance in campaigns.
Campaigns: Resolved an issue with using more than one audience with MailChimp. Clients should now be prompted to select an audience.
Campaigns: Removed the Members list from the left side menu. This was causing performance issues between CSuite and Mailchimp. CSuite will still continue to sync with Mailchimp and record information in the Event Log.
Custom Reports: Resolved an issue with removing profiles from campaigns within custom reports it caused a red error.
Profiles: Resolved an issue with Bulk Update Email causing a red error if the Pay column is included in the update.
Profiles: Resolved an issue when using Profile Bulk Update the pay address field would not update.

4-26-2023

Campaigns: Resolved an issue with a ticket purchased with the IOU option throwing red errors if you try to delete the ticket sale. When deleting a ticket with a receivable, it will now unpost and delete the invoice and pledge.

04-24-2023

Donations: Renamed the Tax Receipt unchecked to read Not Needed. This will help clarify if the tax receipt is needed for a donation or if it has been sent.
Opportunities: Resolved an issue with opportunity letters pulling the pay address. It will now pull the profile's primary address.
Site: Resolved global search pulling prefixes when searching for a profile.

04-19-2023

Site: Added tab titles to the webpages for donations, grants, scholarships, vouchers, pledges, promises, funds, and accounts.

04-18-2023

Custom Reports: Resolved an issue when scheduling HTML reports. The reports would send the same report.

04-17-2023

Grants: Resolved an issue with duplicate grants can be sent to GLM, if more that one tab was open.

04-13-2023

Custom Reports: Added a report log on scheduled reports. Also, added the email history from within the custom report log. This will allow clients to see the email history, especially if it has been sent to more than one recipient.
Custom Reports: Resolved an issue with scheduled reports not sending.

04-12-2023

Funds: Resolved an issue with bulk editing over 500 funds would create a red error. Now there will be a yellow warning message. Bulk edit on funds will be limited to 500 funds at a time to prevent browser issues.

04-11-2023

Users: Resolved an issue with the 2 Factor Authentication checkbox. This box could be checked even if the foundation did not have the Password Policy Enabled. To use 2 factor authentication clients will now have to have the Password Policy Enabled.
Checks: Resolved an issue with the NACHA files including internal grant transfers if the the grantee is a supported org/affiliate fund.

04-10-2023

Campaigns: Resolved an issue with Mailchimp link and unlink not working for marketing campaigns. Resolved red errors when purchasing a ticket or deleting a profile.

04-07-2023

Custom Reporting: Added a permission for sending external emails from custom reporting. This has been enabled for admin permissions.
Campaigns: Enhanced the Ticket Receipt option from the left-side menu to have pdf, word, email primary, email other options.
Campaigns: Resolved an issue with Mailchimp list, notes, and files not displaying for marketing type campaigns. Resolved and issue when deleting a profile from a campaign it was throwing a red error.

04-05-2023

Campaigns: Enhanced the campaign workflow to help with the tracking of events and mailings. Each campaign will now be associated by type. Campaign types are event, marketing or historical. The assigned type will drive different campaign functionality. A campaign categorized as events will allow a user to create tickets, groups, and requests for the campaign. Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents. Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation. Campaigns will still be managed by user defined categories and can be archived within the category list. The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left-side menu action items. The campaign name, logo, description, and dates will remain static at the top of bucket as a User navigates from bucket to bucket.

From the details bucket, users can see the start and end date of a campaign, goals, total rsvp’s, total seats available, and create financial reports for the campaign in the left-side menu. The notes bucket will be a place to easily find notes associated with the campaign. The files bucket will allow users to manage any files attached to the campaign. The profiles bucket will hold the list of invitees, rsvp's, and attendance for the campaign. If the campaign is an event, three additional buckets will appear: tickets, groups and requests. The ticket bucket will allow users to set up individual tickets, pricing, and track ticket sales. The groups bucket will allow users to group guests together. The request bucket will have the same functionality to allow clients to track different requests for the campaign.

Tickets have additional enhancements. Tickets can now have a non-donation revenue and donation revenue account and a unique start and end date. A ticket receipt template can be set for each ticket type and be assigned to a different fund from the main campaign. Each ticket can have its own number of seats available, and clients can now track number of seats available from the individual tickets. Free tickets will also no longer appear on the donation portal as $0.00 tickets. When selling a ticket from the ticket bucket, you can now chose to create a receivable for a guest. This will allow the foundation to send an invoice. Foundations will also be able to select a ticket notify person from the foundations user list. With this enabled, the user will receive an email with the name of the guest and number of tickets purchased for the event.

When using the update profiles within the profile bucket, there are additional filters available for adding profiles to a campaign. For example, when selecting a donation filtered list the new options will be as follow: add the profile list unmodified, choose household members as guest, add all non-household profiles, or cancel. The add the profile list unmodified will add the household profile and individual/org profiles. Choosing household members as guest will add the household profile to the list allowing the user to choose which household members will be added as guests. Add all non-household profiles add profiles to the list as follows: If a profile is a household, add just the members of the household. If a profile is a member of a household, add all other members of that household. If a profile is not part of a household or is an org, it is added. No profiles are added as guests. No household profiles are added. Cancel will allow the client just to start over.

To the details bucket, we have added a goal for the campaign, total donations, total pledges, and total invoices. From the details bucket, clients can all see the number of seats available, sold for the event, and total ticket sales; along with RSVP and attendance information. In addition, there is an option for an internal description on the details bucket. From the details bucket left-side menu, a user can now copy a campaign. This will allow foundations to easily set up a new campaign with the same criteria as the copied campaign and then add profiles. There is also a delete option from the details bucket that will allow clients to delete a campaign, as long as there are not any profiles attached.

Mailchimp can be linked or unlinked from the left-side menu on the details bucket. Once linked, the Mailchimp Tag will appear on the details information. You can select the Tag to see the emails and the subscribe or unsubscribe from Mailchimp. You will also sync to Mailchimp using to the Tag link. There will also be an event log on the left-side menu from within the Tag information.
- Resources:
Profiles: Enhanced the logic behind the profile merge, similar profiles, and duplicates. Any profiles that are in the merge queue are not displayed. Next, if for a given group of duplicates (name, email, phone), if all the entries have unique addresses, we do not mark them as duplicates (i.e. If there are 3 John Does, and all have different addresses, we do not show them). Same thing with phone and email. If each phone number has a unique email, then we exclude them from duplicates. In addition for phone numbers, if a phone number has unique last_names, we assume that different people are sharing the same phone number for whatever reason, so do not assume they are duplicates.

Clients will also have the ability to mark the duplicates that are ignored as reviewed by selecting the Mark Ignore As Reviewed in the left-side menu within duplicates. This will remove the ignored duplicates from the list. Under the List Reviewed there is an option to unreview the items and they will populate back on the duplicates list. If something is ignored (greyed out) and another duplicate comes in, it will re-enter the queue. Also, once marked as reviewed, there is an option to un-review it. Duplicates will also now appear as one line item under the three separate columns with the of duplicate profiles in parenthesis.
- Resource:
  - Manage Duplicate Profiles
Custom Reports: Added the ability to email and schedule emails from custom reporting in a .csv file or html format. The on-demand email will be located within the report with the other actions such as save and load. Selecting email will allow for the selection of format, to field, and subject. The schedule email will be from the main report page in between enable and delete options. When scheduling a report, select the format, frequency, and send date.
- Resources:
Reports: Enhanced reporting to have the ability to create the columns first by using the edit option next current fields. When selecting creating the columns for your report, clients can select the all or none option at the top of section or multi-select columns to display. Columns selected will populate in the right hand column, and they can be sorted and have their order set from this view. Once all the columns have been select, use the save button just below the search bar.
- Resources:
  - Video
  - Run Custom Reports
Custom Reports: Resolved an issue with custom reports not pulling in new check info on grant payment reports.

04-03-2023

Donations: Resolved an issue with Need Tax Receipt, No Donation Serial Number, Anonymous, Apply to Spendable checkboxes would not uncheck after saving a donation.

03-30-2023

Allocation Tables: Resolved an issue with rounding on the allocation tables not then appearing correctly on the vouchers.

03-29-2023

Grants: Resolved an issue when loading a saved filter does not load.
Vouchers: Resolved an issue that when trying to edit a voucher, a red error would appear.

03-28-2023

General Ledger: Resolved an issue with opening and closing books could happen at the same time.
Profiles: Added the anniversary column to the profile names bulk edit template.
Financials: Resolved an issue with year income statement pulling the calendar year and not fiscal year.

03-23-2023

Custom Reports: Resolved an issue with the custom report links from the ME page no longer populating.

03-22-2023

Grants: Resolved an issue with multifund grant unable to be edited to anonymous.

03-16-2023

Custom Reports: Resolved an issue with custom report filters not being able to be removed from saved reports.

03-14-2023

Donations: Resolved an issue that when creating a multi-fund donation a screen of code appeared.

03-13-2023

Funds: Resolved an issue for paper fund statements not showing some rows as sent.
Custom Reports: Resolved an issue with the report unexpectedly missing input values displaying when trying to save a custom report.

03-10-2023

Donations: Resolved an issue with multi-fund donation when using the same fund and causing a red error.
Site: Resolved spelling errors for inactive label on vendor profile, unlink on the profile record, and added periods to the import sentences.
Site: Resolved an issue when trying to look at a job that does not exist from your "me" page. Now it will show a message of not found rather than a red error.
Vouchers: Resolved an issue in AP workflow where numbers like 10,000 were causing issues when checking for overpaying a voucher.
Fund Advisors: Resolved an issue when a fund advisors login name is removed, make sure cookies are invalidated and do not throw a red error due to the login being blank (when trying to validate the auth cookie).
Multifund donation entry: Resolved an issue when multiple funds donations using all the same fund. Also, if a line has a blank amount it will now ignore it. This also resolves the 1,000,000,000,000 numeric overflow issue.

03-09-2023

Custom Reports: Added the ability to filter on birthday or anniversaries.
Profiles: Resolved an issue with the profile searches no longer displaying profile ids. Added profile ids, inactive, and deceased into the profile search results.

03-08-2023

Distributions: Resolved an issue when posting a distribution containing a closed fund. Clients will no longer be able to process distributions for closed funds.
Profiles: Resolved an issue with the dashes on a phone number not reading after entering the second dash.

03-07-2023

Site: Resolved an issue when using the tab key creating a donation, grant, etc. The tab would stop on the SmartTip (question mark icon). This has been resolved, and tab will no longer land on the SmartTips.
Custom Reports: Enhanced the profile report to have the ability to add the last donation date and first donation date to a profile custom report and added them as filters as well.

03-02-2023

Profiles: Added the anniversary field to household profiles and into custom reports.
Reports: Resolved an issue with load filters not applying the filters in create checks voucher screen, voucher buckets, and donations buckets

03-01-2023

Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
- Resources:
Funds: Enhanced the funds list page to have fund pagination. This will allow clients to page through their list of funds rather than a long list on the page and will improve performance time for clients. With this release, there will be a new column closed on the List All Report. There is also a new report for just open funds, which will allow clients to easily see the filter list of open funds.
Funds: Added an internal description field to a fund record. This will allow clients to capture an internal description about the fund. This field not be a public-facing description and will be reportable from custom reports. This field has also been added to the grant and scholarship templates.
- Resources:
  - Create, Edit, and Copy a Fund
  - Example Templates
Checks: Resolved an issue with positive pay exporting with quotations if the vendor's name had an apostrophe.
Scholarships: Resolved an issue with historical scholarships moving to complete instead of closed.
Reports: Resolved an issue with custom reports being unable to be edited.
Scholarships: Resolved an issue with Payee Field in SLM displaying the original grantee name, not the updated profile information, if it was converted from individual to organization.

02-24-2023

Donations: Resolved an issue with recurring donations displaying twice in CommunitySuite but only charging once in Stripe. Clients can delete the duplicate record.

02-23-2023

Pledges/Promises: Resolved an issue with add Payment option on a pledge creates a donation unlinks from the pledge.

02-17-2023

Profiles: Resolved an issue with GLM search being required on every profile creation.
Vouchers: Resolved an issue with voucher being unable to be unposted.

02-16-2023

Profiles: Resolved the issue that was displaying the city/state/zip box for international addresses when editing a profile.

02-15-2023

Vouchers: Resolved an issue with cancel date being ignored and was prior to the voucher date when canceling a voucher.

02-14-2023

Vouchers: Resolved an issue with approval emails still sending with voucher approvals disabled.

02-13-2023

Template: Enhanced the grant award letter to have the ability to merge grantee legal name and multifund grants by adding the fund table.

02-09-2023

Grants: Resolved an issue with batch voucher not vouchering all grants in batch.
Permissions: Resolved an issue with copying a profile permission. Users will now need the create permission to be able to copy a profile.
Checks: Resolved an issue with ACH094 file not able to handle special characters download in notepad causing bank error.

02-08-2023

Added the voucher report to the left-side menu for the revenue share fund.

02-07-2023

Donations: Resolved an issue with recurring ach donations not reflecting the Stripe link.

02-06-2023

Checks: Resolved an issue with check not printing alphabetically. Checks will now print alpha by vendor, vendor voucher date, voucher id. Added the ability to disable grant letters per check batch, using the checkbox Do Not Attach Documents. This will not attach grant/scholarship letters, but will still allow clients to print, email, download letters in bulk from the grant document bucket .
Vouchers: Added the create checks option back to the left-side menu.
- Resource:
  - Video
Grants/Scholarships: Enhanced the document bucket to also have the option to delete grant/scholarship letters. Enhanced the grant/scholarship letters to print in alphabetical order. Renamed the left-side menu item within document bucket from Send Documents to Process Documents.
Templates: Added the ability to disable grant letters when using a check template that has the grant letter on it. This is a new checkbox on the check template No Grant/SShip Letters.
- Resource:
  - Video

02-01-2023

Checks: Added the ability to export the NACHA file into a .csv file. This option will display in the download NACHA menu item from the checks left-side menu. This will still be behind the NACHA permission.
- Resources:
  - NACHA, ABA, and ACH094 Files
Budgets: Added the ability to adjust a budget amount. There will now be a new adjusted column when creating a budget. This can been used for any adjustments made to the budget. We have also added a YTD Projected Budget and YTD Projected Budget by Fund as a column option on the income statement in financials. This new YTD Projected Budget will combine the budget and adjusted amounts in projected column on this report.
- Resources:

01-30-2023

Templates: Enhanced the yearly tax receipt date field to default to the last calendar year.
Templates: Resolved an issue with combine households not functioning when generating yearly tax receipt for a particular donor household.
Donations: Resolved an issue when creating other address from the donation input screen The address information would not save.
Grants: Removed the grant contact email from the grants content area. The payment information can be sent out through the new check workflow.
Site: Removed mobile login availability until future mobile enhancements are completed.
Grants: Resolved an issue with internal grants not following the check approval process.
Distributions: Resolved an issue with net income distributions not populating from the correct year-end date. Net Income will only process with percentage and will pull the net income for the prior year's net income.

01-27-2023

Distribution: Resolved an issue that when using the net asset calculation base with aver per year it was pulling prior year's balance. It will now pull current years balance.

01-26-2023

Vouchers: Resolved an issue where vouchers were unable to post if books have never been closed.
GL: Resolved an issue when trying to close books. There was a yellow warning.
Checks: Resolved an issue with multi-fund grant letters emailing a copy of the grant letter per fund on the grant. Clients can use the advanced grant letter to send one email to the grantee.
Revenue Share: Resolved an issue with revenue share not calculating revenue share correctly with negative funds.

01-25-2023

Grants: Resolved an issue with canceling a grant payment line. It was not remove from the grants payable table within accounts payable.
Checks: Resolved an issue with an ACH status stuck in the processing stage.
Revenue Share: Resolved an issue with revenue share not calculating revenue share correctly with negative funds.
Yearly Tax Receipts: Resolved an issue on yearly tax receipts when using the combine household option. It was only emailing the household totals.
Admin Fees: Resolved issue around date calculation for admin fees. It was not pulling in activity for the entire first month on the last day of the first month.

01-23-2023

Grants: Added the ability to change the grant date in bulk from the New bucket. On the left hand menu you will now see a Edit Grant Date option. Select the date and check off the grants that you would like to apply the new grant date.
Grants: Enhanced the grant vouchers to have the ability bulk set a voucher date. This will allow clients to set the voucher date in bulk for a one or many grants. Voucher dates can be different than the payment date but not a date prior to the grant date. If the voucher date is prior to the grant date, the grant will not process on to the next step. It will stay in the voucher bucket until a correct date is chosen. When a single voucher is created, the date will default to the payment date on the grant.
Templates: Enhanced the year end tax receipt template to now include donation custom fields tags.
Checks: Resolved an issue with batch email gives 414 Request URI Too Large error.
Templates: Resolved an Aspose startup error, not allowing templates to process.

01-20-2023

Checks: Resolved an issue with duplicate check number warning was no longer displaying.
Checks: Resolved an issue with internal grant check duplicating entry within a batch.
Funds: Updated the funds site list removing the admin fee type and distribution type. These fields will still be available in the export.
Bank Reconciliation: Resolved an issue with multicurrency statement voucher transactions not displaying in the bank reconciliation.

01-19-2023

Profiles: Enhanced profiles to display the GLM/SLM icon next to the address on the main profile record if that profile is integrated. This will allow clients a way to easily identify which address is linked to their GLM/SLM site.
Custom Reports: Added the ability to report on a parent and child relationship with organization profiles. There is now a new Parent Org Profile report and available field sections for parent org profile fields.

01-18-2023

Scholarships: Enhanced the scholarships settings to now have the ability to disable grant check documents from populating and remove the document bucket. This can be found in Scholarships, Settings, Disable Scholarship Check Documents.
Grants: Enhanced the grants settings to now have the ability to disable grant check documents from populating and remove the document bucket. This can be found in Grants, Settings, Disable Grant Check Documents.
Grants: Resolved an issue with multifund grants duplicating grant letter lines.
Checks: Added the ability to delete or email the grant or scholarship letters from the check id. This will allow clients to remove the grant or scholarship letters if needed.
Grants: Added the ability to send emails from the document bucket within grants with the subject, content area, email, and cc option.
Scholarships: Added the ability to send emails from the document bucket within scholarship with the subject, content area, email, and cc option.
Checks: Resolved an issue with scholarships documents not populating in word and pdf options.
Custom Reports: Enhanced custom reporting when using a profile id: relabeled the Add/Remove to Grant Type to reflect Add/Remove to Philanthropic Interest Type.
Checks: Resolved an issue with voucher address not being applied to the check address.
Vouchers: Resolved an issue when editing a voucher address and selecting other. The country field was missing causing a country code warning.
Checks: Resolved an issue that if checks have numbers but are unposted, then they cannot be posted.
Checks: Resolved an issue with ACH email confirmations not sending once transaction in complete.

01-17-2023

Grant and Scholarships: Resolved an issue when trying to mark grant or scholarships as sent in the documents bucket. It was causing a red error.

01-16-2023

Checks: Resolved an issue when regenerating grant letters. It was not using the updated Grant Letter Template.
Checks: Resolved an issue with internal grants not creating an internal grant transfer, causing the receivable to not be alleviated.
Scholarships: Resolved an issue with scholarship letters not saving in the .docx version as well as the pdf.
Scholarships: Enhanced the scholarship document bucket to have the download documents option, when processing letters in batch.
Scholarships: Removed the generate documents menu option within scholarships. The batch process will now work like the grants batch processing for documents.

01-13-2023

Financials: Resolved an issue when running an income statement and then using the close fund filter. It would result in a red error.
Reports: Resolved an issue with saved custom reports not updating an employee's name once it was changed on the profile.
Checks: Resolved an issue when regenerating grant letters. It was not using the updated Grant Letter Template.

01-12-2023

Checks: Resolved an issue with the approval emails not sending.
Donations: Resolved an issue with recurring ACH donations displaying a missing credit card message.
Campaigns: Resolved an issue when purchasing a ticket online and removing a guest online would result in a red error.
Checks: Resolved an issue with nacha file clients would receive a critical error, when vendors contained special characters.
Donations: Removed the ability to copy internal donations. They will no longer have the copy option in the left hand menu, since these donations are created from an internal grant.
Reports: Added the ability to report users, user groups with permissions in custom reporting. These reports can be found under user, user action, and user group.
Checks: Resolved an issue with documents not being generated with the new check workflow being enabled. Clients can now use the regenerate documents from the check id.
Checks: Resolved an issue with documents not being generated with the new check workflow being enabled. Clients can now use the regenerate documents from the check batch id.

01-11-2023

Stripe: Resolved an issue with the manual rerun causing a red error based on the clients version of Stripe. Updated Stripe APIs to call all versions.
Site: Resolved a permission issue with clients not being able to use the manual rerun from their Stripe payment process.
Templates: Resolved an issue with yearly tax receipts having a time out error.
Checks: Resolved an issue with the checks not printing and assigning checks in the same order as the check ids.
Donations: Resolved an issue when editing an address on a posted public security donations in a closed period, the amount would zero out.
Yearly Tax Receipts: Resolved an issue with more than the selected donors would populate in the the batch of receipts.

01-09-2023

Checks: Updated and streamlined the check processing workflow.
- There is now a single check work flow, reducing clicks for clients. With this workflow the checking account, check type, date, and memo line are all one page.
- This enhancement has reduced the number of steps needed process checks in batch. From accounts payable, select create checks from the left side menu. That will open a table for a User to select the bank account and payment type before filtering the check batch. This will filter the list to just that payment type set on the profile. If there isn’t a payment type on the profile, that vendor will process the payment as a check. From this screen, clients now have the ability to name their batches for easy reference. Memo lines have moved into the voucher, grant, scholarship workflow. We have also added grant and scholarship voucher filters to the accounts payable filters. This will still allow clients the ability to filter their check list by the type of voucher they are wanting to pay. In addition we added the ability to filter by the funds checking account by using the Account_id filter.
- The checks buckets have now been reduced to three buckets only: voided/unused, new, posted. Viewing batches can still be done by selecting list batches from the left hand menu. Check Approval has been updated with a multi-select for approvers.
- Grant and scholarship letters will no longer be in the check batch area but rather in the grants and scholarships area within the documents bucket. These letters will appear automatically once the checks have been posted. ACH email notifications will also be sent when checks are posted.
- ACH content areas have been added for electronic payments that have been posted, unposted, or voided. The email will send automatically when one of these actions occur. There is a new radio button for emails called pay. The email with this checked will receive the ACH payment notification with the check detail attached. If there is not a pay email checked, the email will send to the primary email.
  - Resources:
Templates for Grant and Scholarship Letters: Moved the processing of Grant and Scholarship letters from the check area. This will allow program staff the ability to create grant and scholarship letters separate from the creation of checks. There is now a documents bucket in grants and scholarships. Letters will still be grouped by check batch so that clients can easily print or email letters in bulk. If the check batch is unposted, it will remove the batch from the documents bucket. If clients recreate a check, both letters will attach to the grant/scholarship. When emailing grant/scholarship letters, the email address will pull from the primary email on the profile. The grant and scholarship letters will now attach to the grant or scholarship record once produced.
- Resources:
Donations: Enhanced donations by adding a soft credit field. Soft credits can have more that one profile added to a donation. Soft credits will not be reflected on the donor profile. There is now a donation soft credit report in custom reporting. There is also a new table for csdata migrations to import soft credits on donations during migrations.
- Good Case Use: Employer sends in a check, for a donation, but foundations want to track the employees that contributed to the donation.
  - Resources:
Donations: Enhanced donations with the ability to copy a donation once you select process. All fields are copied except for payment method, check number, and donation date, which will default to today as normal donation form functionality. Donation Advisor is not copied because advisor is not set on a donation during initial entry. If it is an internal donation, the internal donation status will not be copied; instead it will just be a normal donation. Historical is not copied, so historical donations will get copied in as real donations that impact the general ledger.
- Resources:
  - Create, Copy, and Post a Donation
Donations: Added the ability to create a multifund donation when creating a donation from the donations menu. Clients can create a donation and select “make multifund” from the left-side menu. This will allow clients to enter more that one fund receiving a portion of this donation. Multifund donations can only be processed for checks, other payment, or stock payment types. Once the process button is selected, clients will see the profile payment had been created for them. They can then post the donation from payments or use the bulk posting process within donations. Also added a quick post option next to the individual donations within payments. With this enhancement, the fund has moved up in the donation creating screen just below amount.
- Resources:
  - Video: Multifund Donations
  - Create, Copy, and Post a Donation
Grants: Added the ability to deny grants from the New bucket. This will allow clients to track denied grants within CommunitySuite. Once you have created a grant from the left-side menu, clients will now see a deny grant option. This will move it to a denied status, and this will allow clients to report on denied grants from custom reports. There will also be a remove denial option in the left-side menu of a denied grant. This will allow clients to undo the denied grant status, if needed.
- Resources:
  - Custom Report Types
  - Detailed Permissions
Templates: Enhanced templates by adding a envelope template. Clients will also be able to assign envelope templates to funds, fund groups, subgroups, divisions, and segments.
- Example Templates
- Templates Overview
Checks: resolved an issue with checks overdrawn balance not populating correctly.

01/06/2023

Grants: Resolved an is where clients were unable to Complete Send Grants to GLM from one client Sandbox or Production CommunitySuite sites.
1099: Resolved an issue where if the profile was an organization the export would drop the FEIN.

01-05-2023

Grant: Resolved an issue with anonymous internal grants not also marking the internal donation as anonymous.
Profiles: Resolved an issue when merging two organization profiles causing a red error.
Financials: Resolved an issue with saved filters producing an "start date cannot be after end date" error. Clients will now have the ability to edit the dates.
Checks: Enhanced the ABA file to send financial institution abbreviation for ABA, if set.