Navigate CommunitySuite

The video below provides a brief description of how to navigate CommunitySuite.

The Home page displays page links categorized by Accounting, Money In, Money Out, Reporting, Communication, General, Profile Designations, and System Configuration. Specific information can be searched from this page also.

Home Button

There are two options that will return users to the Home page.

• Click the foundation's logo.
  
  
  
• Click the Home button.
  
  
  

Search

The search functionality is a global search that searches the foundation/agency's site for profiles, transactions, grants, scholarships, vendors, and more. Type in letters or numbers to generate search results. When the desired result is selected, users are taken directly to the page containing the result's information.

Top Pages

At the top of the Home page are links that take users directly to a specific page. These top pages can be customized and rearranged based on workflow preferences.

Navigate to Pages

There are two options in which to navigate to specific pages.

• Click on a page name from the Home page. 
  
  
  
• Click on a page name at the top of the Home page.

The left-side menu contains a list of various actions that can be taken on specific pages. Those actions can include Edit, Display, Create, Add Task, Remove, and more.

Sub Menus

Some left-side menu actions contain a sub-menu. If an action has a sub-menu, it is indicated by a right-facing arrow next to the action's name. Click the right-facing arrow to expand the sub-menu.

Legacy ID Search

This feature allows foundations/agencies to search for records migrated from previous systems by entering that system's ID.

System URLs

A listing of all system URLs with accompanying labels can be found in this area. If permissions are not set for specific areas of the system for the user accessing this page, then those URLs are not displayed in their view. 

• Giving Hub - The URL for the public-facing website that allows organizations to accept online donations for funds, grant catalogs, and nonprofits.
• Affiliate Giving Page - The URL for a secondary giving hub that can list only affiliate funds.
• Direct Fund Giving Page - The URL for the giving page of a specific fund.
• Grant Catalog - The public-facing URL that lists all catalogs that are currently open.
• Direct Grant Catalog - The URL for a specific open grant catalog.
• Grant Catalog Requests - The URL for the general request page for all grant catalog requests.
• Direct Catalog Requests - The URL for a specific grant catalog request page.
• Direct Catalog Request Grantee - The URL for a request within a specific grant catalog for a specific grantee.
• Event Tickets Page - The URL for the main events page that displays a list of all campaigns that have been set up for online registration.
• Direct Event Page - The URL for a specific event campaign.
• Direct Event Ticket Page - The URL for a specific ticket within a specific event.
• NonProfit Directory - The URL for the Nonprofit Directory that displays information about the nonprofits being served.
• Direct Nonprofit Directory Page - The URL for a specific nonprofit on the directory.
• Csuite Login - The URL for the CommunitySuite admin login page.
• Portal Login - The URL for the organization's Portal login page.

Located at the top right corner beneath the user's name are four icons that lead to additional resources. 

• Compass
• Idea Lab
• Release Notes
• Foundant Resources
  

Compass

The compass icon directs you to Foundant's online community called Compass.

Idea Lab

The lightbulb icon directs you to Foundant's Idea Lab.

Release Notes

The present icon directs you to the current year's release notes. Additional resources related to current and upcoming releases can also be found on this page.

Foundant Resources

The 9-dot icon opens a pop-up window with links to Foundant resources that include:

• Client Events
• Product Training
• Podcasts
• Sector Education
• Solutions
• Foundant Holidays