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CommunitySuite Release Notes 2024

  • Last Updated

Release Notes by Date displays the year's release notes listed in chronological order. Release Notes by Object are release notes organized into sections that mirror CommunitySuite's Home page.

Dates in bold or bold text indicate a monthly feature release. When a release note begins with "resolved," it indicates an error has been resolved.
 
Release Notes are accurate when published; however, the product evolves over time so what is noted here may not accurately reflect current functionality. Refer to the Support Hub for the latest information.

 

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

12-31-2024

  • Giving Hub: Resolved an issue when a donor selects a quarterly recurring donation option, they would receive an error.
  • Portal-Profiles: Resolved an issue on the portal to allow profiles without an address on their profile record in CommunitySuite the ability to add an address. Prior to this, a profile could only update an address, not create one.

12-20-2024

  • Portal-fund Advisor: Added the ability to Hide the Donate button as an option when using a grant catalog with fund advisors. This option can be enabled in Grant Catalogs, Detail tab of an individual catalog, Hide donate from Fund Advisor. With this enabled, fund advisors will be directed to a grant request for the catalog instead of the online donation.
    Grant Catalog: Added the ability to hide the donate button from Fund Advisors, when they are logged into the Portal. This option can be enabled in Grant Catalogs, Detail tab of an individual catalog, Hide donate from Fund Advisor. With this enabled, fund advisors will be directed to a grant request for the catalog instead of the online donation.
  • Grants-CAD Clients: Updated the Grant Connect to display the crawl date when processing grants charity check or charity check in bulk. For users with Grant Connect enabled, a grant record will have Last CRA Refresh field which will display the crawl date. On the grantee record, the Last CRA Refresh field will display the last crawl date. When reviewing the Show Charity Log, the timestamp will still display the last time the charity check was ran for that grantee.

12-18-2024

  • Financials: Added YTD Budget with Prior Year actual to Edit Options on the Income Statement. This report will show the date range of the report in the actual column, budget for the date range, YTD Actual, YTD, Budget, YTD difference, Year Actual, Difference, and Prior Year Actual.
  • Giving Hub: Resolved an issue with the Nonprofit Directory images not being impacted with enabling dynamic images through styles.
  • Reports: Resolved an issue when using the Load Report option on bucket the saved reports were removed.

12-17-2024

  • Grants: Added the currency field to the grant import process. This enhancement allows users operating in a multi-currency environment to import grants in various currencies. Users will only need to use the currency field when importing non-default currency. When a grant is imported, it will initially display in the system's default currency. Once the grant is posted, the user will see the system's currency and the multicurrency on import if it is different than the system's currency. This feature improves support for multi-currency setups, making it easier to manage grants in diverse currencies and ensuring the visibility of both the imported and system currencies.
  • Portal-Fund Advisor: Updated the Grant Cart to no longer be Review and Submit, if Fund Advisor Cart feature is enabled. The location of the button is to the top left of the review page. The button is relabeled Review Grant Request, and on the Review Page the button, Submit Grant Request. This is to provide a clearer workflow for fund advisors, when processing grant request. This update aims to provide a clearer workflow for fund advisors, making it easier to follow the process while reviewing and submitting grant requests.
  • Custom Reports: Added Fund Cart report for users to easily report on Fund Advisors abandoned carts. This new report provides users with an easy way to track and analyze carts that have been abandoned by Fund Advisors.

12-13-2024

  • Portal-Fund Advisor: Added the ability to display donation comment for fund advisors. On the fund advisor's Contribution tab, the donation records are drillable. The donation comments will be displayed on the donation record.
  • Portal Options- Portal Settings-Fund Advisor: Added the ability to Show Donation Comment. This setting is on the fund advisor table, Show Donation Comment. This is a global setting for Portal.
  • Budget: Resolved an issue when running the Budget by Month report. Users would receive a red error. Updated the report options to Month Columns and Fund Columns. Removed the ability to Show Funds. This functionality was not working so the option was removed from the left-side menu.
  • Profiles: Resolved an issue with Guidestar Charity check error for profiles containing special characters.
  • Checks: Resolved an issue with a platform timeout with NACHA records.

12-12-2024

  • Custom Reports: Resolved an issue when trying to filter a report by Fund Advisor, this would cause a red error.
  • Nonprofits: Added the ability to enable recurring passthrough grants for the Nonprofit Directory. This is a new setting in Nonprofit Settings, Enable Passthrough Recurring Donation. Enabling this will allow a donor to select a recurring gift for the nonprofit from the Giving Hub, Nonprofit Directory Tab. These recurring donation will appear in the Donation Recurring table to be processed, and can be managed from the donor tab of Portal.
    Portal Options-Giving Hub Content: Updated the labels of the content fields to read more public friendly names.
    Portal Options-Portal Content: Updated the labels of the content fields to read more public friendly names.
    No permission changes with this release.

12-11-2024

  • Payments: Resolved an issue with being unable to delete a profile payment when the payment method is Public Security. Users will be able to create a profile payment public security - payment can be created, valued, sold, then donations/invoices can be added, posted, unposted, deleted. without undoing the security sale. The payment cannot be deleted before the sale is removed.

12-09-2024

  • Accounts: Added the ability to resort the account type order. A new left-side menu in Accounts, Account Sort Order will allow users to resort the accounts types and the order they display on financial reports. Users can drag and drop to reorder the account types and select Save Changes.
  • Financials-Audit Balance Report: Resolved an issue when using the QEV quarter option on the Audit Balance Report, the values were still displaying in old date order.
  • Grants: Resolved an issue when creating a batch of vouchers with 50 or more grants, the voucher date would use the payment date instead of the voucher date that was set during the bulk process.
  • Journal Entries: Resolved an issue with a journal entry with approvals enabled, the reversing date could not be cleared. This has been resolved by allowing users to edit the journal entry and remove the reversing date during the approval process.

12-06-2024

  • Dashboards: Added the ability to customize dashboard colors for a site. This new option is located in System Data's left-side menu and is called Dashboards. In this menu, users will see a list of default dashboard colors. Users can change the colors by clicking Edit in the left-side menu and then selecting a color. Using the color picker or HEX code, users can change each default color to a customized color. Once the customization is complete, select Save. This will apply colors for all users in a site to the customized colors. These colors will also be applied to the Portal > Fund Advisor tab if the Show History Option is enabled.
    Permission: There is a new Dashboard permission for this release in System Data Permissions. This will be deployed with Admin permission only.

12-05-2024

  • Scholarship: Added the ability to set the decision date on a scholarship in bulk. This action can be found in the left hand menu from the New bucket in Scholarships.
  • Custom Reporting: Added the ability to set the decision date on a scholarship in bulk from Custom Reporting. This bulk action can be used with reports using the scholarship id field.

  • Dashboards: Added four more Dashboard options for Financials: Current Assets vs Liabilities, Current Revenue Vs Expenses dashboards, Trailing 12 Month Balance Trend, and Trailing 12 month Income Trend. These dashboards will not be impacted by date ranges. These new dashboards will be available for users that have Fund permissions.

  • Custom Reports: Added new Custom Reports: Financial Current Balance, Financial Trailing 12 Month Balance Trend, Financial Current Income, and Financial Trailing 12 Month Income Trend.

  • General Ledger: Updated the general ledger export to process with or without entering a date range.

  • General Ledger: Resolved an issue when viewing drilldowns, the current date range was removed.

  • Outlook Integration: Added the ability for users to connect CSuite using an Outlook App. In the Me section of CSuite in the left hand menu, users will see the API keys. Selecting this menu option will bring the user to the API keys menu. Users will see the manually install or IT install instructions for the Outlook Integration. Once this is loaded in the users Outlook, they can create an API key. Select Create and add a description. This will take the user to the API key with Site, API key and API Secret. These fields will be needed in the Outlook App. In Outlook, users can search in the App Store or maybe visible in the quick menu bar. The icon will read Foundant for Outlook Integration, Add note to CSuite. Once the App is opened on there will be a Settings button. Select the settings button and enter the site, API key, and API Secret and Save. Once the settings are complete. The user can then select an email they would like to have in CSuite as a note on a profile. The search box will appear and users can search names or emails of profiles in CSuite. The integration will recognize the sender of the email, and populate a list of profiles with the corresponding email in the search box. Search results will appear in a drop down box under the search box. This will display the profile name, profile id, and profile type(individual, household, or organization). Select a profile from the results and select Add Note to Profile. This will add the entire email chain as a note to the profile's note tab. Users can attach the email to additional search results, by selecting the next profile and Add note to profile.

    Things to Note: Setting up the App manually or with IT will need to be completed until our App is certified with Microsoft.

  • Fund Statements: Resolved an issue with a client site using an account name with a colon this would not allow fund statements to populate. Updated the fund statements to only populate with Accounts that have balances.

12-04-2024

  • Financials: Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements along with customizing report titles and columns. In Financials, users will find Content in the left-side menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with the following merge fields: report date, title (this will pull the title from the Financials Settings), filter values, report timestamp, and report title. Settings is also a new left-side menu that will allow users to rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left-side menu option called Publish. Print will be a print option with the header and footer content areas added. Print will remove all lines on the report and it will print on a white background. Once Print is selected, the column sort, show, and title will appear. Users can use this to reorder columns and relabel the columns. The show will allow users to remove a column in the print. Once a user selects a report, the left-side menu will collapse all other reports into Reports to allow for easier option selections. Added the timestamp to the bottom right hand corner of the report in CommunitySuite and Print Page option.
    When using Print, users will need to use the content area to add the titles to the report, dates, and filters to the report header.
    Permission: Added permission for Settings. Will be released with Admin Permission only.
  • Financials: Updated the financial reporting to roll up the left-side menu once a report is selected. This will allow for options in the left-side menu to be more visible to users. We have updated the columns for Month over Month, Year over Year, and etc. to display the date range of the column header. If the financial report is over 2 time periods, the Change and Percent columns will display.
    Financials: Added Fund Custom fields to as an Edit option. This will allow for users to have columns based on fund custom fields.
    Financials: Renamed the Cash Flow report to Balance Change. This report shows balances over a time frame. This will help when tracking change in balances for the Balance Sheet accounts.
    Financials: Renamed the Cash Balance Report the Balance Trend report. This will allow users to track trends of the balance sheet accounts. Because we know that all foundations present their financials differently, a new print option has been added. This will allow you to determine the order of the columns. The recommended presentation per the AICPA is most recent column first. That is why financials default to newest period first.

12-02-2024

  • Custom Reports: Resolved an issue when changing an address capitalization. It did reflect on the primary address fields in custom reporting.
  • Fund Advisor: Added the Fund Steward name field to the List Cart report. This will allow for easy identification of fund steward related to the abandon cart from fund advisors.
  • Custom Reports: Resolved an issue when using bulk actions for scholarships or grants award letters. The bulk action was not filtering the awards that were marked as needed award letters. Instead, it was creating award letters for all grants and scholarships.

11-27-2024

  • Tax Receipts: Resolved an issue with printing yearly tax receipts, envelopes, and emailing yearly tax receipts in bulk. The background job was no longer appearing except under the My Jobs area. This has been resolved, and the background job is now visible in the recent job list. This was caused by the refactor work to bulk actions.
  • Grant Catalog: Resolved an issue with the grant catalog appearing in the legacy fund advisor portal outside of the catalog start and end date. Also, resolved an issue with the grant catalog request form being available outside of the end date.

11-26-2024

  • Reports: Resolved an issue when using the filter search in Reporting that uses contains or begins with. The user would receive a red error.

11-25-2024

  • Portal-Fund Advisor: Resolved an issue with recurring grants unable to edit if no max occurrence is set. Updated recurring grants on creation to not allow more than 1000 occurrences. This aligns with the backend logic in CommunitySuite.
  • Custom Reports: Resolved an issue with using the IS NOT modifier when using the Upload IDs feature in reporting.
  • Scholarships: Resolved an issue when applying a filter on the Open bucket and selecting Batch Approve. The filter was removed.

11-22-2024

  • Grant Catalog: Resolved an issue when integrating a grant catalog. The file was rejecting capitalized .JPEG. The file will no longer be case sensitive for image files.
  • Funds: Resolved an issue with the Fund Payout report using the net assets for calculations instead of assets.
  • Recurring Grants: Resolved an issue with the recurring grants report was no longer filtering to the grants that are due after the bulk action refactoring. Updated the report on Create Grants to reflect only grants that need to be processed based on their due date.

11-20-2024

  • Dashboards: Updated the look of the the dashboards by creating more of a card layout with the titles in the top header and adjusted the formatting.

11-19-2024

  • Journal Entries: Resolved an issue on reversing journal entries. If the user unposted and updated the fund, the reversing journal entry would still reflect the original fund.

11-18-2024

  • Reports: Resolved an issue with the upload id's functionality is throwing a red error instead of importing the id's.

11-14-2024

  • Dashboard: Resolved an issue with the Top Schools by Student Count chart that would not display when using My Dashboards.
  • Funds: Added a Fund Payout Report. Once a filtered list of funds is selected, this option will be located in left-side menu with bulk actions. Once the Fund Payout Report is selected, users will select a calculation date and payout formula.
    Grant payout formulas:
    -Candid Method is based on grants made this year divided by assets held at the end of last year.
    -One Year Method is this year’s grants divided by this year’s end-of-year assets plus this year’s grants on the assumption that all money in a DAF at any point of the fiscal year was available for grantmaking.
    -3-Year Averaging of Assets to Last Year (LY) is grants this year divided by the average value of assets last year, the year before last, and two years ago.
    -5-Year Averaging of Assets to Last Year (LY) is grants this year divided by the average value of assets from five year ago to last year. For 2024, this means grants made in 2024 divided by the average of assets held at year-end in 2019, 2020, 2021, 2022, and 2023.
    Custom Reports: Added a Fund Payout Report to reports that includes funit. Once a report with a filtered list of funds are selected, this option will be located in left-side menu with bulk actions. Once the Fund Payout Report is selected, users will select a calculation date and payout formula.
    Grant payout formulas:
    -Candid Method is based on grants made this year divided by assets held at the end of last year.
    -One Year Method is this year’s grants divided by this year’s end-of-year assets plus this year’s grants on the assumption that all money in a DAF at any point of the fiscal year was available for grantmaking.
    -3-Year Averaging of Assets to Last Year (LY) is grants this year divided by the average value of assets last year, the year before last, and two years ago.
    -5-Year Averaging of Assets to Last Year (LY) is grants this year divided by the average value of assets from five year ago to last year. For 2024, this means grants made in 2024 divided by the average of assets held at year-end in 2019, 2020, 2021, 2022, and 2023.
    Things to Note: Users will want to use a calendar year end date for the calculation date. If a users, selects mid year date, the formula will calculate with the partial year balance and the following 3 year’s balances.
  • Financials: Added an Inception Report for funds. This will be a new left-side menu option in Financials called Inception Report. This report is similar to the audit report, but it will calculate from the first general ledger transaction to an selected end date. There will not be a beginning balance column since all funds start with a zero dollar balance at inception. This will display closed funds. This report will be allowed for closed periods only. In the raw export, users will see that fund created date.

11-13-2024

  • Custom Reports: Added a Manual Instructions to using the reporting API. This will allow users to run the report with additional reporting sources. Users will need to create the correct request with the SIGNER and SIGNATURE header values as well as parsing the response JSON schema and results data. The new instructions will be found in the enable API and the Raw Report API Access Instructions.
  • Giving Hub: Resolved an issue if the Show Ending Date for Recurring Donation was enabled for the Giving Hub. The donor would receive an error that the date format was invalid.
  • Grants: Enhanced the Grant buckets with the ability to bulk set decision dates. Users will see Edit Decision Date in the left-side menu within the New, Approval, and Voucher buckets. Selecting the Edit Decision Date will open a list of grants and a date selection field. The date entered will then apply to all or individual grants based on the users selection of all or selecting individual grants from the list.

11-08-2024

  • Financials: Resolved an issue with the Audit Balance report. When trying to use the column financial year, users would receive a red error.
  • Grants: Resolved an issue that the filter was removed when moving grants to the complete status.
  • Grant Catalog: Resolved an issue on a grant catalog. Enabling the Hide Donate button would hide on the Giving Hub, not for fund managers accessing the grant catalog in the Portal.
  • Grants: Modified the Grant Request workflow. Currently, if the grantee is changed on the grant, we leave the grant request with the original grantee if the grant is posted, and then log the change. We are going to update the ability to delete a grantee if there are requests that are not tied to a grant. If there grant requests tied to a grantee that a user is trying to delete, it will give a yellow warning and the option will be to make the grantee inactive.
  • Profiles: Resolved an issue with two profiles being linked to an organization and only one profile being able to log into the Portal as the organization.
  • Scholarships: Resolved an issue with the Scholarships Document tab including voided checks in the total count. Scholarships Document tab should now reflect number of scholarships ready to process documents.
  • Checks: Updated the NACHA file to remove accidental spaced entered for the account or routing number. This was causing an error on the file download.
  • Grant Catalog: Resolved an issue on a grant catalog request form. The applicant was able to submit a request without all of the required fields completed.

11-07-2024

  • Giving Hub: Resolved an issue with recurring donations end date not saving when processed through the Giving Hub.
  • Custom Reports: Updated the Grant Payment Default Report to use the updated payment date field. This resolved the user having to edit and save this report to remove the yellow warning.
  • Templates: Updated the tax receipt template to include the payment method Public Security, when the security gift is created from Payments.
    Things to note: The total shares will be a total for all funds, not split per fund, since they are recorded as one profile payment.
  • Custom Reports: Updated the RSVP count to match the detail tab on the campaign with the total number of RSVPS. The report was using the is_doner flag as a filter on this report automatically. With this filter removed, users may see duplication for profiles that have more than one guest.
  • Portal Options-Portal Notifications: Resolved an issue with the Profile Notify and the Voucher Notify selection was linked together. Selecting a users for one selected the user for both notifications. With this fix, the notifications could have been cleared for users. Please review notification settings.
  • Fund Advisors: Removed the Profile Notification left-side menu from Fund Advisor object. This will only be located in Portal Options > Portal Notifications.

11-06-2024

  • Accounts: Added the Daily Balance Report to each account listed in Accounts. By selecting an account and then using the Daily Balance left-side menu, users can select a date range to view the fund's average daily balance in that account. The date range will need to be for a closed period, and the report will export to a .csv file.
    Revenue Share: Added the ability to export the audit details for a revenue share transaction. This export will be a .csv file and be based on the calculation dates selected for the revenue share.
    Things to note: If revenue share posting date is in the same time frame as the calculation dates, users can use the export prior to posting to preserve fund balances for audit records.
  • Grant Cards: Updated the grant cards to automatically send out a grant notification to the donor when using the checkout workflow on the Giving Hub. This email notification will use the Grant Card Template.
  • Invoices: Resolved an issue with an invoice that has been paid and then unposted. Users were unable to repost the invoice.
  • Donations: Resolved an issue with donation types that are inactive appearing on donation edit. This will no longer pull in inactive donation types when editing a donation record.
  • Profiles: Added ze/zim/zis to the pronoun fields on a profile.

11-05-2024

  • Profiles: Updated the address fields to accommodate countries outside of the USA, Canada, and Australia. When entering a country outside of these three, the City, State, and Zip will become one text field instead of the three separate fields.
  • Public Security: Resolved the penny rounded error within the database calculation method and how it handles rounding during sell of securities. To eliminate the rounding error, the review page has been removed; users will now see a Post button at the bottom of the entry table. This will also impact the importing of sell transactions as once they are imported, they will post automatically.
  • Pledges: Resolved an issue when canceling a pledge. If you had more than one tab open, you could cancel it on both tabs.
  • Portal-Fund Advisor: Removed the fund advisor from the contributions to fund tab for internal grants/donations. The fund name will be the only donor listed on the Portal and legacy fund advisor portal. This will eliminate accidently exposing another fund advisors address information from the internal grant. This field was populating from the donation advisor record from the internal donation record.
  • Campaigns: Resolved an issue when using the Add the profile list unmodified. The list would drop the household members if the household was also on the list of profiles.

11-01-2024

  • Giving Hub: Resolved an issue with dynamic images stretching square images.
  • Custom Reports: Resolved an issue with multi-filter reports not allowing is not filters or null.
  • Grants: Resolved an issue that when using a filter on the bucket, the save as option was missing.
  • Donations: Resolved an issue that when using a filter on the bucket, the save as option was missing.

10-31-2024

  • Login: Updated the login pages to support the updated Safari versions. Users were only able to login the first time or in private mode, but this is resolved.
  • CRA Reporting: Added Schools to the list of Grantees on the T3010 report. This will allow scholarship grantees to populate for yearend reporting for Canadian clients.
  • Fund: Resolved an issue with the fund summary report not showing the CY vs LY summaries correctly from one date range to the next.
  • Portal-Profiles: Updated the ability to link profiles to an organization and select which of the Portal designations each linked profile is allowed to have access to the Portal. This will remove the need for sharing usernames and passwords for an organization and limit what the linked profiles have access to on the Portal. From the organization's profile, select the Login Info tab and use the new left-side menu called Link Individual. Once you select the Link Individual, enter the profile name in the Link to Individual search box.
    The next step is to give the individual permission to the profile designations on the Portal by using the Link Permissions left-side menu. The Linked Permissions will open up all linked profiles and allow the user to select the designations.
    -The Profile tab will give the linked profile the ability to change the username, password, and address for the organization.
    -The donor will allow the linked profile to see any donations, print tax receipts, pay pledges, and manage recurring donations as the organization.
    -The advisor designation will give the linked profile the ability to act as the fund manager/advisor for the fund on behalf of the organization.
    -The grantee designation will allow the linked profile to see the grants issued to the organization.
    -The student designation will allow the linked profile to have access to any of the scholarship transactions.
    -The vendor designation will allow the linked profile to see accounts payable vouchers that have been paid to the organization.
    -The nonprofit designation will allow the linked profile the ability to update the nonprofit directory listing.
    -If a linked profile does not have access to any tabs, they will receive an error message that states the following: "Sorry, you cannot access this org profile."
    -When linking a profile, the checkboxes are left empty so that the user can set permission individually.
    Linked profiles can use their email associated with their profile to login but will need to create a username and password to access the organizations profile for additional security. If the linked profile already has a username and password for the Portal, they can use the Change Profile button to switch between profiles. 
    The linked profile will be visible from the organization's Login Info tab and the individual's Login Info tab on the profile record. This will allow for updating permissions from either direction.
    Portal-Updated the Logout button to be in the top navigation. Also, the Change Profile button will be located in the top navigation if the profile has more than one profile to manage and they do not have the Profile tab permission.
    Things to Note:
    If the organization does not have a fund advisor designation and the linked profile has advisor check, the Fund Management tab does not show. The linked profile will have permissions based on the organization's fund advisor permission for the Fund tab.
    If none of the linked profiles have tab permissions, they will receive an error message that states the following: "Sorry, you cannot access this org profile."

10-30-2024

  • Donations: Resolved an issue when making a Multifund Donation. The profile payment was hitting the till account and then the stock deposit account instead of the undeposited checks and cash. Users will need to create an offsetting journal entry and can reach out to support@foundant.com with questions.
  • Account Transfers: Updated the Email Unsent Request bulk sending of emails to remove the send button once it has been selected. This will prevent sending the email to the financial institution multiple times.
  • Journal Entries: Resolved an issue that caused a red error when trying to use more than 10 approvers for a journal entry.

10-28-2024

  • Profiles: Resolved an issue when creating profiles using Guidestar powered by Candid in CommunitySuite, the profile would fail if the profile did not have a file name for the 990 report.
  • Giving Hub: Resolved an issue when using incognito in Chrome or Firefox, part of the url would be dropped. This caused QR codes to not work consistently for users.
  • Profiles: Resolved an issue that would not allow a household profile to open.
  • Custom Reports: Resolved an issue with bulk actions for scholarships within custom reporting. Creating a scholarship report and using bulk actions would allow a user to pay scholarships that were not posted or still in the New bucket.
  • Custom Reports: Updated the custom reports to allow for fyear date options for sorting. This will be in preparation for the removal of the "edit" screen for custom reporting.

10-25-2024

  • Donations: Resolved an issue with the {{donation_id}} merge field no longer working in the Donation Notify Email.
  • Profiles: Resolved an issue that when users are logged in, they were able to use Login for the legacy fund advisor portal to update an admin's password.
  • Portal Options-Portal Settings-Fund Advisor: Added Require Grant Request Description as an option to the Request Options section. This will allow organizations the flexibility to require or not require grant request descriptions.
  • Portal Options-Portal Settings: Added a Redirect Legacy Fundadvisor Portal Login option on the Settings table. This will allow organizations the flexibility to work setup of the Portal and redirect the fund advisors to the new login when they are ready to start using the new Portal pages.
  • Portal-Fund Advisor: Updated fund closed message to reflect "This fund is closed, please reach out for more information."

10-24-2024

  • Profiles: Updated the login to support Safari users for the Portal.
  • Campaigns: Resolved and issue when using custom reports to add household members as a guest from a profile custom report and then using the bulk action to add to campaign; none of the guests were added.
  • Reports: Resolved and issue when creating a Custom Profile report and then using bulk actions to add household members as guest to a campaign; none of the guest were added.

10-17-2024

  • Profiles: Resolved an issue when using Org Roles on a profile. If you removed the primary contact, there was no way to set a new primary contact. Now, after a primary contact is cleared, there will be a Set option for any linked Org Roles.

10-11-2024

  • Profiles: Updated Address Type, Email Type, Genders, and Tax Classes to go directly into edit mode when selecting an id. There are no other actions besides edit or delete for these fields. This will remove the need to select edit to modify the listing.
  • Stripe: Updated the Stripe payment processor setup to only allow the creation of one Stripe processor for payment methods. Stripe payment processor cannot be deleted without removing it from the payment method or making the payment method inactive first.
  • Portal-Fund Advisor: Resolved an issue with the Grant Catalog grant_catalog_closed Content field showing HTML code in Portal.
  • Grants: Resolved an issue the with Recurring Grant Reminder Days field being removed accidently from Grant Settings.
  • Users: Resolved an issue when trying to change your password from the "me" page. This page is found by clicking on the users name in the top right corner. The ability to change the users password was inadvertently removed with new login work from profiles.
  • Portal-Fund Advisors: Resolved an issue on Portal when as a fund advisor, a Grant Catalog was displaying even if they did not have permission to the catalog or outside of the catalog date range based on the fund settings in Fund Advisors.
  • Portal-Fund Advisor: Updated the voucher request feature to allow for the voucher to be voided. A red error was appearing if a user selected void in the voucher Request bucket within CommunitySuite.
  • Donations: Resolved an error in Recurring Donations > Recurring Notify. An error would appear instead of redirecting the user to the Portal notifications.

10-10-2024

  • Portal-Fund Advisor: Updated the grant request to no longer require the grant request description. This will allow fund advisors the option to complete a description on the grant request.
  • SLM Integration: Resolved an issue with student importing incorrectly from SLM with French accents marks. Updated the import to allow for special characters on profiles.

10-09-2024

  • Reports Permission - Full Access: Updated the documentation for the Reports Permission called Full Access.

10-08-2024

  • Portal-Fund Manager: Resolved an issue that when manual fund statement was enabled, it caused a misplaced <div> tag. This would not allow the footer detail to stretch across the entire width of the page.
  • Giving Hub: Added Continue Giving to the checkout workflow in top left hand of the review page. This will provide links back to the fund listing, grant catalog, events, or nonprofit directory pages depending on the items listed in the cart. The left hand alignment is to accommodate those users that have the Pay with Gift Cards enabled.
  • Grants: Resolved an issue with conditional grants not recording the conditional journal entries if the default internal grant account was not set. This restriction has been removed.

10-07-2024

  • Grants: Resolved an issue with bulk approve grants was throwing a red error.
  • Stripe: Resolved an issue with Stripe nonpayment no longer processing since Stripe renamed fields. Updated CommunitySuite to allow for the updates.
  • Account Transfers: Resolved an issue with the send email button still appearing while the system was processing the email. Users would then select the send button again, sending several emails for the same request. The send button will be removed as the email is processing, and users will see the green email sent successfully message when complete.
  • Public Security: Resolved the rounding on sale transactions causing a penny rounding issue.
  • Donations: Resolved an issue when processing a public security donation by adding securities to the donation and then editing the donations deposit account. The donation would record in the first deposit account instead of the newly selected deposit account.

10-04-2024

  • Donations: Resolved an issue with multi-fund donations that were printing receipts/letters separately for each fund when the client goes and prints it out from the donation Receipt bucket. This was printing all of them separately when processing tax receipts in bulk. Also resolved an issue where the amount column was empty in the tax receipt bulk process.
  • Donations: Resolved an issue with bulk tax receipt process creating a red error.

10-03-2024

  • Email: Resolved an issue with emails with CC sitting in initializing status and not actually sending.
  • Tributes: Resolved an issue with the tributes .pdf not appearing in the background job when processing tribute documents.

10-02-2024

  • Cash Management: Added left-side menu option called Bulk Transfer. This new left-side menu option will allow users to select an account with cash management enabled to process account transfers in bulk. Once Bulk Transfer is selected, then select an account and a new table will appear. This will allow a user to select the bulk option to transfer_in or transfer_out, transfer date, and description. The transfer amount will auto populate based on the funding needed for that account. Once the Next button is selected, the user will see the accounts with available amounts for transfer. The table will populate with the recommended swap. Users can select any amount for any of the accounts listed. The Total amount will be the total amount select for the transfer. The Transfer Amount is the amount need to bring the account in balance based on cash management rebalancing. Account Transfer will appear in the Open Account Transfers to be processed.
  • Custom Report Permissions: Added a new permission called Full Access. A user will need this permission to have view access to Custom Reports. If a user has this permission, they will have the ability to view, export, and filter custom reports. This will also remove the API ability and scheduling reports.
    This will be released for anyone with Custom Report permission and may require updates from Administrators.
  • Profiles: Added the ability for more than one individual to be linked to an organization with login capabilities to the Portal. From the organization profile record, select Login Information tab. There is a new left-side menu called Link Individual. Select an individual profile to link to the organization. This will allow the individual login capabilities. Organizations can also be linked from the individual profile record > Login tab > Link org. Orgs or Individuals can be unlinked from the Login tab. Individuals will need a user name and password to login into the portal and view the organization's information.
  • Grant Catalogs (Idea Lab Live): Added the ability to archive grant catalogs. In the left-side menu, users will see the Archive Grant Catalog and Unarchive Grant Catalog. Selecting Archive Grant Catalog will show a list of open grant catalogs. Users can select all or individual catalogs to archive. Using the Unarchive a Grant Catalog, users will see the list of archived catalogs and can select individual or all catalogs to open. Once a grant catalog is archived, on the Detail tab of the catalog, the archived time and date stamp will appear at the top of the Details section in a red box. This will help easily identify archived grant catalogs. The grant catalog list will default to an unarchived list of grant catalogs. Remove the filter to see all grant catalogs.
  • Profiles: Added a Relationship Import to Profiles. The new left-side menu called Import Relationships is located in Profiles. This will allow users to import relationships for their profiles in bulk.

    File Format Notes
    1.One of profile_id or profile_code is required. Profile_id will be looked up from profile_code if not provided.
    2.One of parent_profile_id or parent_profile_code is required. Parent_profile_id will be looked up from parent_profile_code if not provided.
    3.One of profile_link, profile_link_id, reverse_profile_link, or reverse_profile_link_id is required. Any missing profile_link or reverse profile_link will be created.
    4.This process only adds links, existing links are ignored. (existing means the same two profiles, any direction, are already linked)
    5.Start Date must be before End Date. Any two digit years assume the current century. (e.g. 01/01/24 means 2024-01-01)
    6.Active should be one of 1, 0, T, F, True, False, Yes, No, Y, N, or blank.

    User will need Profile Create permission for access to the import.

  • Grants: Resolved an issue with grants no longer being able to send to GLM.
  • Scholarships: Added the confirmation back to bulk pay when processing scholarship payments.

09-30-2024

  • Profiles: Resolved an issue when clients are using bulk actions with profile types. If the file was a large file, they could receive a 502 bad gateway error. The profile types were still updated with this error. To resolve this error, a background job will be created.
  • Portal-Donor: Added Hide Tax Receipt as an option in the Donor Portal Settings. This will be a global setting to remove the Print Tax Receipt button on Portal.

09-27-2024

  • Integration: Resolved an issue with a Synced Scholarship that has deleted installments only in SLM. Added the ability for clients to delete the deleted installments within CommunitySuite to allow systems to reflect the correct data.
  • Profile: Resolved an issue with the session id authentication when logging the user in and the user is logging in as a link profile.

09-24-2024

  • Portal-Fund Advisor: Resolved an issue with logging in as a fund advisor and selecting the donate tab and then logging in as another fund advisor. The login as was retaining the funds listed for the first fund advisor on the Giving Hub. Modified the authentication to clear the profile session when using Login As.

09-23-2024

  • Journal Entries: Updated the date format to accept all date formats: YYYY-MM-DD, MMDDYY, MMDDYYYY, or MM/DD/YYYY.
  • Global Search: Added individual, organization, and household labels when using global search.
  • (Idea Lab Live) Portal-Donor: Added the ability to hide descriptions for Donor designation. This new setting can be found in Portal Options > Portal Settings > Donor designation tab. Using the setting Hide Description will remove the donation description in the Portal on Donation History and Recurring donations along with the exports of those tables.
  • (Idea Lab Live) Portal-Grantee: Added the ability to hide descriptions for Grantee designations. This new setting can be found in Portal Options > Portal Settings > Grantee designation tab. Using the setting Hide Description will remove the donation description in the Portal on Grant History and Scholarships along with the exports of those tables.
  • (Idea Lab Live) Portal Fund Advisor: Added the ability to hide descriptions for Fund Advisor designations. This new setting can be found in Portal Options > Portal Settings > Fund Advisor designation tab. Descriptions will not be hidden for grant/voucher carts since the fund advisor is inputting the data. Updated the sorting and exports to reflect the hide description.
  • Grants: Resolved an issue with the Set Grantee was bulk action was removed in GLM bucket in grants. (Integrated sites only)
  • Scholarships: Resolved an issue with Set Student bulk action was removed in SLM bucket in scholarships. (Integrated sites only)
  • Portal-Profile: Resolved an issue with a User's account getting locked when Password Change is selected and 2 factor is enabled.

09-20-2024

  • Giving Hub: Resolved an issue when processing a tribute on a donation if the state abbreviation was more that two letters. Online tribute notify fields will now allow up to three letters in the providence field.
  • Custom Reports: Resolved an issue on a scholarship report. When drilling into the scholarship id, it would result in a red error.
  • Donations: Resolved an issue with tax receipts not emailing in bulk.
  • Scholarships: Resolved an issue that when using bulk pay in scholarships, the checkboxes no longer appeared.
  • (IDEA LAB LIVE) Files: Added the Share checkbox when uploading a file.
  • (IDEA LAB LIVE) Grants: Added the ability, when approving a grant, to go back to the approval bucket. This will allow for up to three options: go to approval bucket, next grant, or original grant.
  • (IDEA LAB LIVE) Grants: Added the memo line to the payment schedule. This will allow users to enter the memo line as they are entering the payment information.
  • Portal-Donor: Resolved an issue with an anonymous donation. The amount was not displaying on the Fund Management Contribution tab.
  • Scholarships: Resolved an issue when pay_date is not expected format error when using bulk scholarship pay.
  • Donations: Resolved a profile id error from the Giving Hub that would no allow donors to donate.
  • Scholarships: Resolved an issues from bulk pay scholarships that would not allow incorrect date fields. It would only accept (YYYY-MM-DD) format. Updated the error to an alert.

09-19-2024

  • Portal-Fund Advisor: Updated the statements and files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for fund advisors to donate to their private funds from the Giving Hub link in the portal.
  • Portal-Grantee: Added Show Grant Award Letters and Show Grant Letters as a global setting in the Portal Options > Portal settings > Grantee tab. This will allow foundations the ability to show or hide these letters from the Portal.
  • Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal.
  • Portal-Donor Settings: Added the ability to hide the Pledge left-side navigation in Portal Settings-Donor.
  • Funds: Added the ability to Hide Spendable Balances per fund on the Portal. This option is located on the fund record, Settings tab, in the Fund Advisor Portal Options. This is also a global setting in Portal Settings-Fund Advisors.
  • Styles: Relabeled CSS to Color since the color selection happens from this section.

09-16-2024

  • Grants: Updated the max occurrence to 1000 for Recurring Grants.
  • Grants-Content: Resolved an issue with the Grant_unpost_notify_email_body sending to fund advisors even if the content was not set.
  • Public Security: Resolved an issue allowing for the transaction to have an imbalance.
  • Campaigns: Resolved an issue with adding profiles to a campaign from the campaign Profile tab. Once the report was filtered, the Add to Campaign left-side menu option was no longer showing.
  • Distributions: Enhanced distributions to look at the distribution start date on the fund record. If the distribution start date is beyond the create date, the fund will not be processed.
  • Funds: Added a Distribution Start date to the Funds Settings > distribution table. This will allow users set the distribution start date when creating a fund. Distribution start date is also available in Funds Bulk edit. This field is optional on the fund record.

09-12-2024

  • Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area, and Grant Catalog.

09-04-2024

  • Donations: Enhanced the Public Securities workflow. Added the ability to import of stock on the donation record and sell of stock. Updated the securities table to use commas and six decimals places for Quantity and Unit Cost. Description will auto populate using the stock name and quantity of stock on look up of stock during creation, but not on edit of a security. Users have the option from the left-side menu to Upload file. This will allow for a .csv file with symbol, qty, description, unit_cost. Symbol and quantity are required fields on the import. User can use the csv template on the left-side menu to download the template for importing.
    Public Securities: Added the ability import the sale of securities. Users will enter the sale date and account information. The fund field will auto-populate using the fund from the donation record and accounts. Users will enter the quantity, sale amount, and fee amount. Transactions have will now Ref public_security id.
    Profile Payment: Added Public Securities as a payment method in Payments. This will allow users to add multi-fund donations. From Payments, users will enter date, fund, and public security. Users will be prompted to the Add Securities table, import is available from left-side menu. After Securities are added, the users can then apply amounts through donation, invoice, or tickets.
    Custom Report: Added a Public Securities Sales custom report. This will allow users to populate a report with cost basis, gain loss, net deposit amount, post date pssh id, pub sec id, ref, ref id, sale amount, sale date, sale days, sale fees, sale qty, sale unit price, ticker symbol, security description, trans id, and unit cost. This report also includes all profile, account, admin fee, distribution and fund fields.
  • Power Bi Connector: We are excited to announce the release of the Power BI Connector, designed to enhance your reporting capabilities by integrating with Power BI. This new feature allows you to create detailed reports in Custom Reporting and seamlessly connect them to Power BI using the API. Easily connect report tables from Custom Reporting to Power BI using our new API feature. Build and customize reports in Custom Reporting and integrate them directly into Power BI for advanced analysis and visualization.
  • Reports: Added a bulk action for Opportunity Stages from a profile report. Users will now be able to move a group of profiles from one Opportunity stage to another. New left-side menu under Bulk Actions called Set Opportunity Stage. Once Opportunity is selected, users will need to select the Opportunity and then Stage.
  • Templates: Updated Fund Statement templates to include the following: Fund Steward {steward_name}, Track Spendable {track_spendable}, Do Not Enforce Spendable {no_spendable_enforcement}, Salutation{salutation}, Account_Balance for assets and liabilities, Account Balance YTD, Work Org {work_organization}, Site EIN.
  • Fund Statements: Added the Fund Statement Template List to [Display} and then fund advisor table [template fields]. This will allow users to see the template fields list per fund advisor.
  • Templates: Updated Tax Receipt Templates to include the following fields: Site EIN, Grantee Name, Ticket fields in foreach ticket loop-created, decription, edit_id, qty, ref_id, total and total units, Soft Credit, Non-notify tribute name, Donor First Name, Donor Last Name, Pledge ID, Fund Group, Fund Subgroup, Fund Division, Fund Segment, and Campaign fields: campaign date, campaign description, campaign location, campaign start time.

09-03-2024 

  • Templates: Added the ability to delete templates. User will select the template id and delete from the left-side menu. Delete will not be allowed for fund statements.
  • Templates: Updated the Grant Card template to use a new foreach grant card loop: {{foreach grant}} to {{foreach grant_card}}. This update will impact any users that have a grant card template in place. This field was updated to eliminate the blank page that was created when using this template.
  • Grant Cards: Updated Grant Cards to a bucket system to show New, Posted, Open, Expired, Canceled, and Completed to help streamline workflows. From a Grant Card Groups, the Expire Date and Balance have been added to the table. On the Grant Card ID, added the Receipt Sent timestamp to the Grants table.
  • Donations: Added the ability to Create Grant Cards to the left-side menu on a donation record. This allow users to easily create Grant Cards from a donation.
  • Custom Reports: Added Grant Card report that will display: grant card balance, cancel amount, cancel date, created timestamps, grant card amount, expiration date, card id, card code, require pin, and if the card is open or expired.
  • Login: Resolved an issue with the email pin failing on login, since the pin would expire after 1 minute. Updated the email login pin to expire after 3 minutes.

08-28-2024

  • Giving Hub: Resolved an issue with the grid and list views not displaying the donation button based on the Enable Overfunding and No Request Amounts grant catalog options.
  • Vouchers: Updated recurring vouchers to no longer have an address field and instead to pull from the Primary or Pay selection on the profile address. This should eliminate the inactive address being pulled into the voucher creation as long as the inactive address is not marked as Primary or Pay.
  • Profiles: Resolved an issue with the profile merge causing a red error.

08-27-2024

  • Portal - Fund Advisor: Resolved a critical error when selecting Scholarships left-side menu in the Fund Management tab.
  • Portal: Add export functionality to donors, customers, vendors, students, grantee tabs. Added donation and grant history export for fund managers to reflect current exports in the legacy fund advisor portal.
  • My Dashboard: Updated the date range fields. This removed the before and after dates as options. Users will have the option for relative dates or a date range.
  • Portal: Disabled the 300 font-weight on tables in the portal to increase accessibility for users. Resolved an issue with password hint and password policy being backwards. Portal login with unused email creates guest profile "Guest, Guest."
  • Custom Reports: Added Login to the profile report. This will allow users to easily see which profiles have a login populated.
  • Profiles-Permissions: Updated the profiles permission Manage Login Info/Login Permission to no longer allow to update or set passwords for users. Login as another User permission will be needed to set passwords for users.
  • Users: Resolved an issue when enabling Password Policy would actually disable the policy.

08-22-2024

  • Campaigns: Resolved an issue when purchasing a ticket. The Profile Payment was not showing as closed and creating 0.00 AR balances. Invoices will now complete into the Closed status upon purchase.
  • Templates: Added additional fields to the check template: Fund Group:{{funit_group_name}}, Subgroup{{funit_subgroup_name}}, Division{{funit_division_name}}, segment{{funit_segment_name}}, scholarship award amount{{total_scholarship_amount}}, total grant award{{total_grant_amount}}, scholarship custom fields.
    student legal name (student_name is already the legal name if present), grantee name (already available in outer loop as vendor_name.
  • Donors: Resolved an issue during migration with individual donation dates not reflecting correctly, since they were rolled up into the household during the migration process. First last donation dates have been removed from the individual and now reflect on households on those site impacted.

08-21-2024 

  • Profiles: Resolved an issue with merging Profiles with Public Securities would create a red error.

08-20-2024

  • Portal: Resolved an issue that was displaying the contributor name on the fund advisor summary page (without fund history enabled at the fund level) when Hide Donor Name was enabled in Portal Settings for a fund advisor.

08-13-2024

  • Bank Reconciliation: Resolved issue causing a red error on Check number duplication on Quick Voucher.
  • Scholarship: Resolved an issue scholarship award letter, when there are is not a payment schedule.
  • Public Securities: Resolve an issue when using 6 decimals on gross sale of public securities.
  • Profiles: Updated the profile merge fields to now include: Work Title, Legal First Name, Recognition Name, Pronouns, Steward, Engagement Strategy, Anonymous Settings, Inactive Setting, Email Type, Social Security Number, Default Payment Type, Legacy ID, and Tax class. Updated the label for FedID (SSN/EIN) to FedID (EIN).
  • Profiles: Updated the EIN search to ignore dashes and other symbols.

08-12-2024

  • Templates: Added the following fields to the Scholarship Letter: student first name, student last name, student salutation, and student address fields.

08-09-2024

  • Templates: Added Scholarship payment amount, payment date, and scholarship custom fields to the Scholarship Award letter.
  • Profiles: Resolved an issue with users not being able to unlock fund advisors or other users. This update addresses and resolves issues related to fund advisors using the legacy Fund Advisor Portal, as well as users and fund advisors accessing the Portal and new login page. Users will find the Unlock on the Profile Login tab's left-side menu. This Unlock option will be used for fund advisors on legacy Fund Advisor Portal and users/fund advisors for the Portal and new login page.

08-08-2024

  • Site: Updated the Home page to have a personalized Dashboard or landing page. This option can be accessed by going to "Me" information where a new "Dashboard" option has been added to the left-side menu. This will prompt you to edit your dashboard if no charts have been selected. Users can select from the list of dashboards available from the following: Donations, Events, Funds, Grants, Opportunity, Profile, Scholarship, and Vouchers. Dashboards can be organized in rows, and users will move items between rows by dragging the chart name. Rows can be removed using the delete button to the right of each row, and rows can be added by using the add row button at the top of the table.

    Users can choose to make the dashboard their landing page for a more customized start to their CommunitySuite experience by selecting the Set As Landing Page left-side menu. Any dashboard page within CommunitySuite can now become the landing page. For example, the grants manager can select the Grant's Dashboard as their landing page. To clear the landing page dashboard, go to the "Me" information and select Reset Landing Page.

    The "Me" information is found by selecting the user's name in the top right hand corner of CommunitySuite.

  • Giving Hub: Resolved an issue with the Portal login icon displaying on the Giving Hub before it was enabled causing an error.

08-07-2024

  • Portal Options: Moved Donation Settings, Donation Content, Portal Settings, Portal Options, and Portal Notifications under a new object called Portal Options. This will be one location to enable the Portal and Giving Hub settings, content, and notifications for public facing pages.
    In Portal Settings, there will be a tab for each of the profile designations. In each designation there will be a new setting that will allow you to “enable” that section and set the top navigation name for the tab. This will allow users to enable the Portal for each profile designations. There is also a new tab called Lookback Dates which will apply lookback dates to the entire Portal.
    In Portal Content, there will be a content box for each of the designations' “header” content. All Portal content from the fund advisor area will also be moved to the Portal Content.
    In Portal Options, there is a new left-side menu called Portal Notifications. This will allow the foundation to enable notifications to users about changes made via the Portal.
    Permission Changes: Portal Options
  • Portal: Updated the login page to incorporate two-factor authentication (2FA) for enhanced security. When logging in, constituents will now have the option to choose between email or username with password. If two-factor authentication is enabled for their account, they will be directed to the Two-Factor Method page where they can select their preferred method to receive the authentication code: authenticator app, email, or text message. After selecting a method, the constituent will be prompted to enter the received PIN code to complete the login process.
    Added the ability to login into a portal for each of the following designations: Donor, Grantee, Student, Vendor, Customer, Nonprofit, and Fund Advisor. To enable the Portal, users will go to Portal Options > Portal Settings > Edit and Enable Portal. Once this is enabled, users can then enable any of the other profile designations located on each designation’s tab. This will allow the user flexibility to enable the parts of the Portal or all of the Portal.
    Updated the layout of profile information by adding a left-side navigation for Personal Information, Security, Contact Preferences, and Interest Types. Personal Information will display address information for the profile. If an address has a date related to it, it will not be able to be edited from the Portal. Security will allow constituents to update their username and password or enable two factor. Contact Preferences will allow constituents to select Do Not Mail, Email or Call for their profile. Interest Types will allow constituents to update philanthropic interest areas on the Portal.
    In the CommunitySuite on a profile record, there is a new tab called “Login Info” next to the Details tab. This will house all of the login information and password reset for users and fund advisors. The Login As is moved to the left-side menu in this tab. When Users “Login As” from this menu with the Portal enabled, it will log them into the new Portal. With this change, there is an update to Profile Permissions: Manage Login Info/Login As. This will be released for the Admin permission.
    Permission Changes: Manage Login Info/Login As and Login as User.
  • Portal - Donor: Added the ability for a donor to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Donor tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible).
    Upon login a donor can view Donation Summary (the most recent five years will display), Individual Donations, Pledges, and Recurring Donations. On the Donation Summary, donors will have a snapshot of their total donations, this year’s donations and last year’s donations.
    The Donation tab will be a historical listing of individual donations. By selecting an ID, the donor can see details of the donation such as donation date, fund, anonymous, advisor, description, donation comments, amount, recognition name, and tribute information. If a donor donated to a grant catalog, the catalog name will display instead of the fund name on the donation record. There will also be an option to print their tax receipt.
    On the Pledges tab, donors will see a list of pledges, date, status, fund, amount of pledge payments, and balance for the pledge. By selecting a pledge id, the donor can drill into the detail of the pledge and view the payment schedule. Donors will have the ability to pay a pledge directly from the Foundation Portal. Donors will need to navigate to the Pledge tab in the secondary navigation bar and then select the pledge id to view the payment schedule. Using the Pay button will take the donor directly to the Stripe online checkout. If the functionality is enabled, once the donation is processed, donors will receive a tax receipt. The credit card fee associated with the pledge payment will be charged based on the Donation Settings.
    The Recurring Donation tab will show donors a list of recurring donations. Selecting an individual recurring donation will give donors actions to cancel or edit the recurring donation. When editing the recurring donation, donors will be able to modify the interval and the end date. If donors are needing to update credit card information for the recurring donation, they can easily cancel the recurring donation and create a new recurring donation from the donation portal.
    In CommunitySuite, users will need to enable Donor Portal Settings. From Portal Options > Portal Settings >  Donor Tab > Edit and enable. There is a new setting that will allow users to “enable” this designation for the Portal and set the top tab name. In the Portal content area, there is the “header” content for the donor designation. Lookback dates from Portal Settings will apply to the Donation pages.
    Permission Changes: Portal Options
  • Portal - Nonprofit: Added the ability for a nonprofit to log into a Portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Nonprofit tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible).
    Upon login, a nonprofit can edit and update the nonprofit’s details such as name, address, categories, contact person, public phone, public email, website, statement, images, and description. This will allow the nonprofit to keep information to date for their directory listing. The nonprofits listing will update with the changes made by the nonprofit. A notification of changes to a nonprofit listing can be sent using the Portal Options > Portal Notifications > Nonprofit updates. This will send an email to the foundation's staff about the nonprofits update to the their listing.
    In CommunitySuite, users will find a left-side menu in Nonprofits called Needs Review. This Needs Review menu will appear and turn red to signify there are nonprofits that have updated their information online. Users will see a list of nonprofits that have updated their Nonprofit Directory using the Portal. Selecting the Needs Review for a nonprofit, a user will be shown a log of the changes made by the nonprofit. Once the user has reviewed the changes, they can use the Mark As Reviewed from the left-side menu to clear this nonprofit.
    Permission changes: Portal Options
  • Portal - Customer: Added the ability for a customer to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Customer tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible).
    Upon login, a customer can review a historical listing of individual invoices. The customer will see details of the invoice such as date, status, amount, and balance. By selecting an invoice id, the customer can drill into the detail of the invoice and view the payment details. Customer can also pay any open invoices online using a Stripe payment method.
    In CommunitySuite, the Invoice Lookback Date applies to Invoice List. The Lookback Date can be updated in Portal Options > Portal Settings > Lookback Date.
    Permission changes: Portal Options
  • Portal - Grantee: Added the ability for a grantee to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Grantee tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible). 
    Upon login, a grantee can review a Summary (the most recent five years will display), Individual Grants, and Individual Scholarships. Scholarships will only appear if the grantee has received both grants and scholarships from the foundation.
    The Grants tab will be a historical listing of individual grants. The grantee can see details of the grant such as grant date, fund, status, amount, and description. By selecting a grant id, the grantee can drill into the detail of the grant and view the detailed payment information. Shared grant documents and notes will be included and can be printed from the detail view.
    In CommunitySuite, users may add a note to a grant record and select Yes to share the Note. Sharing a note will allow the grantee and fund advisor to see the note on the Portal within an individual grant record. Grants Lookback Date applies to Summary, Grant List, and Scholarship List and can be set in Portal Options > Portal Settings > Lookback dates for grants.
    Permission changes: Portal Options
  • Portal - Student: Added the ability for a student to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Student tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible).
    Upon login, a student can review a historical listing of individual scholarships. The student will see details of the scholarship such as date, scholarship name, status, and amount. By selecting a scholarship id, the student can drill into the detail of the scholarship award and view the detailed payment information.
    In CommunitySuite, a user can set a Scholarships Lookback Date from Portal Options > Portal Settings > Lookback dates. Setting a date to scholarships applies to Scholarship List.
    Permission changes: Portal Options
  • Portal - Vendor: Added the ability for a vendor to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings >Vendor tab. There is a new setting that will allow users to “enable” this designation for the portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible).
    Upon login, a vendor can review a historical listing of individual vouchers. The vendor will see details of the voucher such as date, status, amount, and reference number. By selecting a voucher id, the vendor can drill into the detail of the voucher and view the detailed payment information. Statement vouchers will not be displayed on the Portal.
    In CommunitySuite, a user can set a Vendor Lookback Date from Portal Options > Portal Settings > Lookback dates. Setting a date to vendor applies to Voucher List.
    Permission changes: Portal Options
  • Portal - Fund Advisor: Added the ability for a fund advisor to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Fund Advisor tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible). 
    Once the Fund Advisor Tab has been enabled, users will see an update version of the fund advisor portal with a new full width layout, all of the same functionality, and additional functionality. The Fund Advisor settings for logins and tab permissions will still be controlled from the Fund Advisor object in CommunitySuite. Show History has updated charts and graphs with the additional date range options. Grant Request have become a new action button on the right side of all pages.
    In Portal Option Settings for the fund advisor, users can add the ability for fund managers to print manual fund statements. This will need to be enabled in the Portal Option Settings > Fund Advisor tab >"Manual Statements," which is the second to the last item listed in the first section. This will be a global setting for the Fund Advisors. Once this is enabled, fund advisors will see a new Manual Statement option on the Fund Statement tab on the Portal. This option will allow for monthly, quarterly, yearly or a custom date range fund statement in a pdf format to be created by the fund advisor.
    Things to note: This will not show draft form when creating the fund statement for the fund advisor.
    In Grants Management, there is the ability to edit or cancel a recurring grant. Under the Recurring Grants tab, a fund advisor can select a recurring grant record and have options to edit or cancel the recurring grant. When selecting Edit Recurring Grant, Next Date, Total Grants, and Anonymous fields are available for updates. Cancel will cancel and remove the recurring grant. Added the ability to display notes on a grant record when logged in as a fund advisor on the Portal. Users may add a note to a grant record and select Yes to share the Note. Sharing a note will allow the grantee and fund advisor to see the note.
    In CommunitySuite, users can add a Recurring Grant Reminder Days in Grant Settings. This field will allow users to select a number between 7 through 90 days to have the reminder email to send automatically. Grant content fields will need to be completed prior to email sending. By entering a 0 in this field, this will disable the emails. Added new Grant Content areas Recurring_grant_reminder_body and Recurring_grant_reminder_subject. These new content fields will need to be completed to use the automatic reminder emails for Recurring Grants. Recurring Grants must have a grant advisor with a primary email to receive the reminder emails. If the primary email has do not email enabled, emails will not be sent to the grant advisor. Also, Recurring Grant Reminder Days in Grant Settings will need to be entered.
    Added an option for a logged in fund advisor to create a grant or donate to a grant catalog, nonprofit, or internal grant from the fund listing on the donation page.
    Added the ability to create a voucher request from the fund advisor designation on the Portal. This new functionality will allow users to receive voucher requests in addition to the grant requests for a fund. This workflow will also use the grant approver workflow, so if there is a grant approver, then the same person would be the voucher approver. The grant request by functionality will work the same for voucher request. From the fund advisor record, users will need to enable the tab to display on the Portal. Once this is enabled, on the Portal the fund advisor will see the Voucher Request tab. Within Voucher Request, the fund advisor can select from Previous Vendors, Search Vendors, or Manual Vendor. Once the vendor is selected, the fund advisor will need to complete the ref number, description, amount, attach any documents, review, and submit the request. The fund advisor will be able to see any recent vouchers, vouchers needing approval, or cancel vouchers.
    In CommuitySuite, once the voucher has been submitted, there is a Voucher Request bucket. Users will process the vouchers by selecting Create Vouchers, applying any allocation tables, and selecting an account. In Accounts > Defaults, there is a new Default Voucher Request Expense field that will need to be completed.
    Permission changes: Portal Options
  • Admin Fees: Updated the logic when using minimum admin fees. The logic will look back 12 months from calculate date. If this causes an issue, then users should try checking the Use Post Date For Min Fee Calc on the admin fee. If checked, the yearly minimum fee will be determined by the post date. If left unchecked, then it will be the default of using the calculation date to determine the yearly minimum fee.
    Updated the description fields to display dates used for prior year calculation in the fee description line. For example, Fiscal year Minimum $250 for 1% Contribution (0.00% of 30,017.58) (60.56 min fee balance 2023-07-01:2024-06-30)
  • Financials: Updated Financial reports to allow for Fund Custom Fields as filters. Users will not be able to use custom fields that are nested list and multiselect.

08-06-2024

  • Financials: Resolved an issue on the Investment report with it not handling funds with negative balances correctly, leading to inaccurate calculations. The calculation logic has been updated to ensure accurate reporting for funds with negative balances. The change here is the in/out columns in the investment report are calculated from begin + invest - end = in/out, allowing the report to balance to the general ledges. Users must add levels to their accounts when generating the Investment report. Additionally, when using a pool, ensure that the parent account is correctly configured, as a lack of balance in the parent account can lead to calculation errors. There is a new left-side menu option in General Ledger called Recalc Invest. Clicking this will recalculate the report, if users have not closed the books with the new logic.

08-01-2024

  • (Idea Lab Live) Bank Reconcile: Added the Quick Voucher to Bank Reconciliation. When processing a bank reconciliation, Users will find the Quick Voucher option on the left-side menu. This will allow users to enter bank fees or adjustments directly from the bank reconciliation. Users will enter the vendor, voucher/check date, fund, expense account, check number, description, and amount. Then they select Create Voucher/Check to create the voucher. The entry will appear on the bank reconciliation based on the date of the Voucher/Check Date.
  • Campaigns: Added the event_date_id merge field to Event Ticket Template. This will allow users to add the campaign id to templates.

07-31-2024

  • Campaigns: Resolved an issue when creating a new campaign. If the selected category already had an existing request, the new campaign was incorrectly populated with details from the existing request. This issue has been resolved to ensure that each new campaign starts with a clean slate and is unaffected by prior requests within the same category.

07-30-2024

  • Vouchers: Resolved an issue when creating a voucher. The quantify field would not accept decimals below 0.
  • Fund Advisor Portal (Legacy): Resolved an issue when profile edit is enabled. If a fund advisor updated their phone number, it would inadvertently update the primary address field if there was more that one address listed on a profile.

07-29-2024

  • Reports: Resolved an issue with Org Roles reporting reversed and showing the Org works at the Individual.

07-26-2024

  • Templates: Added payment information within the foreach fund loop on the Grant Award Letter. The new fields will be in a foreach grant payment loop and are as follows: {{#foreach grant_payments}}, {{amount}}, {{gid_id}}, {{grant_id}}, {{memo}}, {{payment_date}}, {{payment_date_iso}}, {{voucher_date}}, {{voucher_date_iso}}, {{voucher_id}}, {{/foreach grant_payments}}.
  • Templates: Added fields to the Grant Letter for payment dates and recurring grants. Recurring Grant fields are as follows: {{recurring_grant.end_date}}{{recurring_grant.end_date_iso}}, {{recurring_grant.grant_interval}}, {{recurring_grant.next_date}}, {{recurring_grant.next_date_iso}}, {{recurring_grant.rg_id}}, {{recurring_grant.start_date}}, {{recurring_grant.start_date_iso}}. Grant payment fields {{#foreach grant_payments}},{{amount}}, {{gid_id}}, {{memo}}, {{payment_date}}, {{payment_date_iso}}, {{voucher_date}}, {{voucher_date_iso}}, {{voucher_id}}, {{/foreach grant_payments}}.
    Things to note: The memo populates from this point forward and will not display for grants processed prior to this release.
  • Grants: Resolved an issue with a voided check error with integrated grant.
  • Donation Portal: Resolved an issue with new styles enabled and giving levels. If a donor selects other amount, the radio button would not automatically select.

07-25-2024

  • Templates: Resolved an issue with default tax receipt templates creating with an incorrect logo.
  • Reports: Resolved an issue with filter using philanthropic interest IDs. It would search number, but checkboxes are names.

07-24-2024

  • Campaigns: Resolved an issue with adding Household Members as Guests to campaign when using bulk actions.
  • Styles: Added the ability to style the Nonprofit Directory Listing page and updated the default button color to grey for a more neutral look. Users my update the Nonprofit Category navigation using CSS and applying to navigation areas. Users may update the color of the Category navigation using the Head to apply html.

07-22-2024

  • Nonprofit Directory: Added the Profile image and Nonprofit Category to the card view on the Nonprofit Directory. When a constituent selects a Nonprofit category from the Nonprofit Directory, the cards will now display images and categories. Resolved an issue with the banner pulling in the fund listing banner when selecting a nonprofit category.

  • Styles: Added the ability to apply a Style to Nonprofit Category.

  • Styles: Resolved an issue with the button CSS not applying to the Nonprofit Directory.

07-17-2024

  • Grants: Resolved an issue with not being able sending Grants to GLM in batch from CommunitySuite.

07-16-2024

  • Site: Modified the global search to truncate all strings after 30 characters.
  • Profiles: Modified the profile search fields (Name/Email/Phone/EIN/Address) to 100 characters.

07-15-2024

  • Fund Advisor: Resolved an issue with the Set Email as Login, Send Login Emails, and Send Login Emails not appearing in left-side menu.

  • Bank Reconcile: Resolved an issue with Bank Reconciliation and importing a .csv file. Users would receive a critical error of Quick Voucher Undefined SubRoutine.
  • Accounts: Resolved an issue caused by using the Close to Equity functionality on an account. This would not allow clients to close or open the books.
  • Cash Management: Resolved an issue caused by a fund that has more than 11 digits. In an Account Transfer, it would cause a red error.

07-12-2024

  • Funds: Updated the Give To Rev Share field from a drop down list to a text search. This will help eliminate performance issues for foundations.
  • Grants-Resolved an issue with multi-fund grants unable to be refunded.

07-11-2024

  • Templates: Enhanced the Verify and Test process for Templates. This will now be two separate left-side menu items. Verify will run the template and make sure there are no Aspose or merge errors. If there are errors, users will receive a yellow warning. Verify will display in red if the template has not been verified. The Test function will process the template against the data in the system and display the template for review.
    Added a hyperlink to the Template Fields list next to the Template Type within the Template Id. Updated the Templates Field list view.
    Using the left-side menu Versions, users will be able to make an older version active. Making a prior version active will not require the template to be verified again.

07-10-2024

  • Nonprofits: Resolved red error around edit of nonprofits.
  • Donations: Resolved donation edit issue by putting back html_attr_name that was removed.
  • Campaigns: Resolved issue when creating auction documents for items that were completed, yet did not have a price. Now those things without a price are not included in the document.
    Templates: Added Verify/Test for Templates. This will test the template against aspose to verify no errors are on the template.
  • Reports: Resolved an issue when using aggregates on reports. Users would have totals calculating for columns that are not being shown, and aggregate columns that are not being shown. These were causing red errors throughout Reports.

07-09-2024

  • Users: Resolved the inability to unlock a User from the new login changes.

07-03-2024

  • Invoices: Enhanced Invoices by introducing the buckets workflow. This will allow users to easily identify the invoices that are New, Posted, Unsent, or Paid.
    -The New bucket will have Invoices that have been created but not posted. This bucket will allow for bulk action to Post All.
    -In the Posted bucket, users will be able to Email All, Print All, or Mark Sent using left-side menu items and bulk actions. Invoices will stay in the Posted bucket until the invoice is Paid.
    -The Unsent bucket will allow for users to easily identify which invoices have not been marked as sent. Once an invoice is paid, it will move to the Paid bucket.
    No permission changes with this release.

  • Donations: Added a new field to the donation record called Donation Comment. If a donor enters a Donation Comment, this field will auto-populate onto the donation record. Donation Comment is located on a donation record above the Custom Message field. This new field was added to improve workflows for users when processing donations and eliminate the need for copying notes into the donation record.
    Templates: Donation Comment merge field, {{donation_comment}}, is available on tax receipts and tribute letters.
    Reports: Donation Comment has also been added as an option to Donation Custom Reports in the Donation Fields area. A note created on a donation can be reported on Donation Notes or a custom Note report.
    No Permission changes with this release.

  • Vendors: Removed refund from the vendor record.
    Vouchers: Added the ability to refund vouchers from the voucher record. Users will select a paid voucher and use the refund from left-side menu. Refund will allow for partial or full refund amounts and more than one refund on a voucher. If the voucher has several accounts, the refund will split by percentage into the separate accounts. Upon creation of the refund voucher, the refunded amount will be marked as ready for deposit into the till.

07-01-2024

  • Donation Portal: Disabled autofocus on search box focus for a better user experience.

06-27-2024

  • Templates: Updated an red error to a yellow warning when processing tax receipts in bulk with a incorrect template.

06-26-2024

  • Checks: Resolved an issue when creating checks. The Too Many Tables error would appear.

06-24-2024

  • Custom Reports: Updated the Default Report list to no longer display as a bulleted list in Custom Reporting.

06-21-2024

  • Donation Portal: Added mobile responsiveness to the Donation Portal for users with the new Donation Portal settings enabled.
  • Vouchers: Updated the voucher creation process to use the Default Account that is set on a vendor record.
  • Vendors: Removed the Term field from the vendor record. This field was not tied to any functionality in the system. Updated the default account field to import into the voucher creation workflow. This will allow users to enter a default account on the vendor record. Then, this account number will auto populate during voucher creation.
  • Custom Reports: Resolved with receiving a critical error on Donation Report in Custom Reporting.
  • Account Payable: Resolved an issue with custom fields non being recognized when filtering during creating checks. Added more custom field options when selecting filters in custom reporting.

06-20-2024

  • Stripe Terminal: Updated the Stripe Terminal functionality to allow for Canadian Transactions.
  • Grants: Updated Guidestar powered by Candid logic to allow for Grantee’s with a 501(c)(3)Private Operating Foundation subsection_description per the IRS to pass the charity check.
  • Journal Entries: Updated the Recurring Journal Entry log to reflect the employee that created the journal entry vs. using Foundant Technologies.

06-18-2024

  • Content: Added additional fields to the Rich Text Editor for Content Areas. Users will be able to align text and paragraphs using the rich text editor. Also, added the ability to add tables to content areas. This will allow users to add the tables for email content areas for the "foreach" scenarios.
  • Custom Reports: Resolved an issue with the Donation Notes field causing an error when pulling donation reports.

06-17-2024

  • Donation Portal: Updated the H on In Honor to capital letter when adding a tribute on the Donation Portal.
  • Grants: Added Decision Dates and Check Memo fields to the grant import template.
  • Scholarships: Added the Decision Date field to the Scholarship import template.
  • Vouchers: Added the Check Memo line to the Voucher import template.

06-14-2024

  • Custom Reports: Updated the Fund Reports and Distributions to allow for reporting on more than one distribution type. The new fields are Fund Dist Type Id, Fund Dist Type Name, and Fund Dist Type. These fields will provide an array for those columns. The Primary Distribution Type will be reporting in Dist Type Id, Primary Dist Percent, Primary Dist Type, Primary Dist Type Id, and Primary Dist Type Name. Added the Distribution Interval as a reportable field as well.
    Things to note: This update will remove the old Distribution fields on fund reports to allow users to use the new fields for correct and more efficient reporting. Users will need to update reports that used the old Distribution fields.
    No Permission Changes.

  • Nonprofits: Resolved an issue with the Nonprofit's Passthrough Fee Percent calculating as a flat amount instead of a percentage.
  • Grants: There is a new Grant Content Area for Recurring Grant Reminders: Recurring_grant_reminder_subject and Recurring_grant_reminder_body. This will allow users to send email notifications to the fund advisors to remind them of upcoming grants. Users will also need to set the Recurring Grant Reminder Days in Grants Settings. These content areas and settings will not be functional until the Portal is released.

06-13-2024

  • Vouchers: Resolved an issue with filters not working correctly using is or is not on the paid bucket for vouchers.

06-10-2024

  • Style: Portal - Updated the Basic and advanced CSS for buttons on the portal.

06-09-2024

  • Templates: Resolved an error that was not populating the file when processing documents in bulk without a browser refresh. The started timestamp now populates and the document appears when complete.
  • Journal Entry: Resolved an issue that was requiring journal entry approval without the setting enable to require it.
  • Financials: Resolved an issue that was not returning the correct amount when creating an income statement with the option Budget by Fund.
  • Split Interest: Resolved an error that was not allowing a User to delete a voucher from the split interest table.
  • Donation Portal: Campaign Checkout - Resolved an issue that was not redirecting an attendee to enter their guest information when checking out for a free event with an additional donation.

06-07-2024

  • Summit Idea Lab-General Ledger: Enhanced the closing process to review any unapplied payments before closing the books. There is an option in General Ledger Settings titled “Check Unapplied Balance Account on Close Books”. Enabling this option will help prevent payments not being applied in the correct months.
    No permissions changed.

06-06-2024

  • Site: Resolved an issue with users being unable to logout.

06-05-2024

  • Fund Advisor Settings: Grant Request Confirmation Text: Added a checkbox in Fund Advisor Settings called Grant Request Confirmation Text. This will allow users to enable a confirmation checkbox for the grant request workflow in the fund advisor portal. With this enabled, fund advisors will not be able to process the grant request without checking the box to confirm request. This is an open text box that users can enter the grant eligibility language for their foundation. This text box is limited to 256 characters.
  • Styles and Content: Added Rich Text Editor to Content areas within Community Suite. Users will find this update to the content areas that allowed for HTML language. This update will allow users to easily create and modify content to font size, types, bold, italic, etc. without using HTML language. The rich text editor will also have the ability to switch to HTML for users that prefer that language. In Styles the rich text editor is in the to Content areas for Banner and Footer. The rich text editor will not be applied to the Content head area so that we do not interfere or limit with client’s modifications in this area.
    No permission changes with this release.
  • Summit Idea Lab - Grants: Enhanced the Paid bucket in Grants to a custom report to allow for filtering options. This will also allow for the ability to select grants in bulk or individual grants to move to Complete bucket.
  • System Data: Our team added a new left-side menu called Primary Contacts. This will allow you to select users you wish to mark as the primary contact. The two users with the most logins in the last six months will be defaulted to Primary Contacts. Primary Contacts are used by the Foundant team for communications.
  • System Data: Resolved an issue with System Data having a red error and objects missing.

06-04-2024

  • Fund Advisor Portal: Resolved an issue on the Fund Advisor Portal causing errors on Donation drilldowns.

06-03-2024

  • Styles: Added the ability to Hide the Portal Login in from the Donation Portal. This will allow users to turn of the Portal login from the Donation Portal using Styles Options called Hide Portal Login.

05-30-2024

  • Funds: Enhanced the Hide Amounts on Funds for all donations. On Fund Statements, if the Hide Amounts is enabled, the fund statement will no longer display individual donations in the foreach donation section. The total donation amount can still be displayed in the receipts section if it is used on the fund statement template. Hide Amounts on a fund will remove the Top 10 Contributors graph from the Fund Advisor Portal if the Show History On Portal is enabled for the fund. Contributions by year line graph will still display. Users may want to remove the donation (contributions) tab permission from the fund advisor portal.

05-29-2024

  • Profiles: Enhanced the Profiles Bulk Update Names report to allow for updating Do Not Mail, Do Not Email, Do No Call, and the No Status Charity Check. No Status Charity check will only apply to Grantee profiles. Relabeled the FED(EIN/SSN) column to FED(EIN).
  • Profiles: Resolved an issue when using Profile Bulk Update Address report. The Address Type field would not populate.
  • Funds: Updated the Fund Summary Report drilldowns. Drilldowns will now populate using closed and open funds to allow for a more consistent reporting. Prior to this update, the drilldowns excluded the closed funds for the period.

05-22-2024

  • Grants: Added the ability to refund grant to spendable. When refunding a grant from a fund with track spendable enabled, a new checkbox "Apply to Spendable" will appear in the refund box. Checking Apply to Spendable will add the refund amount into the fund's spendable balance.
    No permission changes.

05-21-2024

  • Grantee: Added two columns to the Charity Check Log: Code Description and 509a Status. This table is found on the grantee record and then charity check log under the charity status field. This will allow for a quick reference for users when reviewing the charity check for a grantee.
    No permission changes.

  • Donation Portal: Resolved an issue with the Grant Catalog not displaying the Grant Summary when using the new Donation Portal styles. Updated the Grant Catalog layout to display the grant description and long description or grant summary. With the new Donation Portal style enabled, the card list view will display the grant description and long description or grant summary. The individual grant, within a catalog, will display the grant description in the top box and below box will display long description or grant summary. This will make the layout consistent with each type of grant whether is it from a grant request or created internally in CommunitySuite.
  • Styles: Resolved an issue when creating a Style with a Head content area. The Header didn't save and would also save with the default head.

05-20-2024

  • Dashboards: Resolved an issue with the dashboards not using the fiscal year data correctly when users have a financial offset from calendar year.
  • Dashboards: Resolved an issue with the Donor Dashboard not displaying the result lines with the same filters as the labels, creating discrepancies in data points.
  • Journal Entry: Updated the journal entry import templates. For the top import there is a new description column. This will be a required field and will be the journal entries main description in the header box. The credit description and debit description columns have been added to allow for individual line item descriptions. If the credit description or debit description fields are not complete, the description will autofill to each line. For the trial balance journal entry import, the main_description will be the description for the transaction in the top header box. Description will be used for the credit and debit lines. If no main_description is supplied, the first description will be the main description.

05-17-2024

  • Fund Advisor Portal: Resolved an issue and updated the Fund Advisor portal reset password warning when resetting a password that has been found on the breached list.

05-16-2024

  • Groups: Resolved an issue when making or deleting a groups. A red error would appear.
  • Profiles: Resolved an issue with a user and fund advisor designations being moved to profiles. With the change. it would not allow the fund advisor to login if the user designation is marked inactive.
  • Users: Resolved an issue with CommunitySuite user logins being removed during the profile merge. This would happen if the user had a login but no password set in the system. The logins have been restored for users.
  • Donation Portal: Added the ability to style the Event, Grant Catalog, and Nonprofit list pages. A user can add the styles to the list page in Styles and then Add Styles. Users will select Event List Style, Nonprofit Directory List Style, or the Grant Catalog List Style, and publish the style. List pages are displayed when a user has more than one grant catalog or event listing and when using the Nonprofit Directory.

05-14-2024

  • Reports: Updated scheduled emails to allow more than 255 characters in the email selection.
  • Donation Portal: Resolved an issue on the Event Ticket Page the Location label no longer appearing with the new styles enabled.
  • Fund Advisors: Resolved an issue that was created during the profile merge work. In the initial migration of fund advisors, a fund advisor was skipped if there was a login present but no password. The Fund Advisor's login were restored in this work.

05-13-2024

  • Donation Portal: Added new search capabilities for Grant Catalog. Donors can search grant categories, description text, service area, and grantee and fund names. Service Areas must be displayed on the donation portal for them to be part of the search. Adding these additional search fields will provide a more robust Grant Catalog search.
  • Donation Portal: Added new search capabilities for Nonprofit Directory Listings. Donors can search on Nonprofit names, description text, catrgory, and service area. Service Areas must be displayed on the donation portal for them to be part of the search. Adding these additional search fields will provide a more robust Nonprofit Directory Listing search.
  • Donation Portal: Added new search capabilities for Fund Listings. Donors can search on fund names, description text, grant type, and service area. Grant Types and Service Areas must be displayed on the donation portal for them to be part of the search. Adding these additional search fields will provide a more robust Fund Listing search.
  • Reports: Resolved an issue on the fund note report. The drill down into the fund id was causing a 404 error.
  • Fund Advisor: Resolved an issue not allowing an User to to unlock Fund Advisor account.
  • Campaigns: Resolved an issue when a user would delete a template from a ticket, it would cause a red error.
  • Profiles: Updated Profiles to incorporate the user as a designation. This will create a new workflow when creating users. First, a profile will need to be created and then "Make" the new profile a user from the designation list. With this update, if a user is also a fund advisor, the user login information will supersede the fund advisor login information. These changes were necessary to move towards a single sign on. To easily identify profiles of both, users and fund advisors, there is a new left-side menu in Users called Login Duplicates. This will display any profiles that have user logins duplicated. Once the list of duplicates is resolved, the profiles will remove from the list.
  • Users: Updated the layout for users with tabs. Users will now be a designation on a profile. On the left-side menu in Users, there is a new Login Duplicates. This will display any profiles that have user logins duplicated. Once the list of duplicates is resolved, the profiles will remove from the list.

05-09-2024

  • Profiles: Resolved an issue with users no longer being able to link a profile to organization from the individual profile record.
  • Campaigns: Resolved an issue that when importing tickets on a campaign, the values were posting incorrectly. The donation portion or the ticket was being recorded as an invoice, and the value portion was recorded as a donation. This issue has been resolved. The value portion of a ticket will now record as an invoice, and the donation portion will be recorded as a donation.

05-08-2024

  • Donation Portal: Added new search capabilities for Grant Catalog. Donors can search grant catalogs, description text, and grantee and fund names. Grant categories must be displayed on the donation portal for them to be part of the search. Adding these additional search fields will provide a more robust Grant Catalog search.
  • Custom Reports: Resolved an issue when using a filter for IDs. The search checkboxes are names instead of the IDs.
  • Profiles: Resolved an issue on profile list then add Linked Org filter.

05-07-2024

  • Summit Idea Lab Live-Donations: Removed the confirmation yes or no before printing for Tax Receipts in bulk workflow.
  • Summit Idea Lab Live-Financials: Enhanced Financial Reporting to include fund attributes in the raw export. These fields include: fund groups, subgroups, division, segments, agency, with donor, supporting org, DAF, affiliate, investment strategy, investment strategy id, created date, close date, endowed and track spendable.
  • Summit Idea Lab Live-Notes: Added the ability to add a Note Alert for Checks. This will allow users to create an alert to appear during the check writing process. When creating a check batch from Accounts Payable, users will see the alerts above the Pay selection table. This will allow users to confirm any special request before processing checks in batch. When processing a single check, the alert will appear at the top of the individual check record.

05-01-2024

  • Payment Processors: Added the ability to enable a Stripe terminal using the Stripe payment processor. In Stripe payment processor, there is a new left-side menu, Connect Terminal. To connect the Stripe Terminal, users must power on the Stripe terminal and enter the Reader code. Once the code is entered, users will need to name the terminal. Users may have several terminals connected to CommunitySuite at one time. This will allow for several transactions to be processed at once. Users will need to create a payment for the transaction. Once the payment is created, there is a new payment option, Stripe Terminal. User will select this payment method, and the terminal is ready to process the credit card information. In the Stripe payment processor menu, users will see the link to the Stripe terminal that is supported. 
  • Payment Processor: Researched the cancelled status for Stripe ACH payments.
  • Payment Processor: Added the ability to [delete] items in the Stripe Payment processor that are old canceled or unprocessed transactions. This new option will allow users to clean up old transactions. Users will want to be cautious not to delete any transactions that are needing to be manually rerun or still processing.
    No Permission Change with this release.
  • Checks: Updated the CPA005 NACHA file to input the payment code. To use the new field for the CPA005 file, users will need to make sure in System Data that the ACH format is listed as CPA005. Once this setting is enabled, on the Vendor designation, there is a new field called CPA005 Payment Code. This will allow for users to input the 3 digit Payment Code for the vendor. If there is no data entered, the default payment code of 450 will be used.
    No permissions changed for this release.

04-30-2024

  • Reports: Added a new report, Undelivered Emails. This report is located in Reports > Create Reports and then in the left-side menu next to Profile Email History. This report is a report of all Bounced or Dropped emails in the system. This will allow users to easily identify the emails status and the response. This report contains the following columns: date sent, name, email history id, email, subject, status, and response.

04-29-2024

  • Donation Portal: Resolved the button location when adding a guest to an event ticket, corrected the redirect on the affiliate donation portal, updated the "remove from ticket" to "remove" on the ticket guest button.
  • Fund Advisors: Resolved an issue for fund advisors when using the password reset. This was caused by fund advisors entering passwords that do not conform to the password policy or are on the bad password list. Updated the workflow to expose the error if the password was not accepted.
  • Fund Advisors: Resolved an issue when resetting a fund advisor password, the log was entered on the user login in log and not the Fund Advisor Login Log. This password cleared log will now display in the Fund Advisor Login Log.
  • Campaigns: Resolved an issue with the link that was sent for guest registration. Updated the linking mechanism on these emails and templates to avoid the link being sent for several campaigns and donors.
  • Scholarships: Resolved an issue where scholarship letters were unable to print in batch.

04-26-2024

  • Fund Advisor: Resolved an issue with the ampersand not appearing in name merge field when sending fund advisor login email.
  • Financials: Resolved an issue with French Characters and special characters not exporting correctly on Financial Reports.
  • Donation Portal: Added functionality to card view on the fund listing, nonprofit, and grant catalog pages. With this update, the descriptions will be truncated to allow for card sizes to remain static and a more consistent design throughout the pages.

04-25-2024

  • Summit Idea Lab-Profiles: Enhanced the search of profiles to not require the suffix when searching for profiles. This will allow users more search capabilities on profiles.
  • Summit Idea Lab-Users: Updated the language on the email reporting a new login for users to help clarify that location is not exact.
  • Summit Idea Lab-Donors: Resolved an issue where the "cleanup" left-side menu was removed from donors. This left-side menu item has been added back: Cleanup. This cleanup option is a easy way for users to clean up any profiles that have a donor designation but are no donations attached to the profile.
  • Summit Idea Lab-Funds: Add the ability to transfer from subaccounts within a pool from the Fund's Asset "Transfer". This functionality will allow users to easily transfer from the subaccounts within a pool without having to go to the Account Transfers area. Users will now be able to select from the assets accounts associated with the pool when creating a transfer.
  • General Ledger: Resolved an issue with user unable to Close Books, and receive Error Divide by zero.
  • Site: Rebranded Ajah to Grant Connect in grants and profiles. This will impact Canadian users that have the Enable Ajah checked in grant settings.
  • Fund Advisors: Resolved an issue when sending login emails to fund advisors in bulk the salutation merge field was not populating.
  • Styles: Updated dynamic image width and max-height, and do not allow the image to overflow the card width. Hard limit height is 150px with dynamic images on or off in style options.
    Additional information about dynamic images:
    - Dynamic images allows users to retain dimensions on their square images without uploading new images.
    - Without dynamic images, images crop to 150px x 150px. We then center the image in the top card.
    - With dynamic images, we don't crop the image but set the width to fill the space of the card. Then max-height of the image is set to 150px to make sure taller images don't expand the card vertically.

04-22-2024

  • Pledge: Resolved an issue on a pledge record with a historical donation linked as a payment line. When attempting to edit the schedule, users will receive an error messages and removes lines.

04-19-2024

  • Styles: Enhanced the color palette to basic/advanced to include the ability to change the primary and secondary button colors and hover colors. Users will also have the ability to change the primary/secondary button text. This new functionality is below the background colors in the Styles CSS options. Users will want to take into account accessibility for the end users as the make changes.
  • Fund Advisor Portal: Enhanced the grant request workflow to display the fund public name throughout the grant request.
  • Fund Advisor: Added the address fields to the Guidestar grantee search. This will allow Fund Advisors an easier way to confirm they are selecting the correct grantee.
  • Fund Advisor: Enhanced the grant request workflow for Supporting Org. When selecting the Supporting Org group and then grant request in the recent grant list, the fund as been added as a column next to the recipient column. This will allow the Supporting Organization's to see which fund the grant was issued from.
  • Checks: Resolved an issue with Creating Print/Download Documents when scholarship and grants were included on the same check batch.

04-12-2024

  • Pledges: Resolved an issue with any installment paid cannot have payment schedule edited. When saving, it would remove dates and gives date error.
  • Financial Reports: Resolved an issue when using filters on the Account Balance and Account Activity reports, the report would include the wrong account types. The Account Balance report will be limited to all balance sheet accounts and the Account Activity report will be limited to the revenue and expense accounts.
  • Profiles: Resolved an issue with merge fields populating incorrectly on envelopes.

04-11-2024

  • Profiles: Resolved an issue with the contact label populating as last, first name instead of first last name.
  • Profiles: Resolved an issue with any objects connected to a profile presenting with a critical error in a subset of client sites. This issue would not allow users to select any grant ids, donation ids, etc.. that was tied to a profile.
  • Profiles: Resolved an issue with the deployment that did not complete and caused the OR region to experience critical areas throughout the site.

04-08-2024

  • CRA Reporting: Resolved an issue with the Student T4A would not export.

04-05-2024

  • Grant Catalog: Resolved an issue when using the new Donation Portal, the grant catalog description was no longer displaying and corrected the requested/funded information on a non-funded grant. Also, modified the donation button behavior.
  • Profiles: Added the ability to link Organization and Household profiles types to Org Roles. This will allow users from the Relationship's tab on Organization profile to select the Profile link and assign an Org role to any profile type.

04-03-2024

  • Site: As a preventative measure, our engineering team has launched an internal password service that will verify new passwords to protect you against data breaches. This service informs users if the new password has been reported as compromised; and if so, will not allow the password to be used. This service will only apply to new password verifications. To take advantage of this new service, we recommend administrators have all users reset their passwords.
  • Fund Advisor Portal: Resolved an issue when viewing a PDF attachment on a grant catalog request, it would cause a red error.
  • Users: Forgot Password/Set Password - When a User changes a password (reset in User or with forgot password selection), a system generated email is sent to that user notifying them of change. Users will also be notified when they have logged in from a location they have not logged into before. It will look at the last five locations over six months to recognize the city/region/country from prior logins.

04-02-2024

  • Vouchers: Resolved an issue with the Voucher Permissions Missing. This would require a user or Foundant Staff to open Voucher permission and select save for new sites.
  • Files: Resolved an issue with the Files Permissions Missing. This would require a user or Foundant Staff to open Files permission and select save for new sites.

04-01-2024

  • Profiles: Resolved an issue when merging Profiles with grant request attached to the profile
  • Funds: Added indexes for spendable fgroup amount to help with performance issues when populating fund list for spendable grants.

03-29-2024

  • Vouchers: Resolved an issue that was displaying historical vouchers in Accounts Payable.
  • Grants & Scholarship Documents: Creating documents in batch is now a background job to prevent timeout errors when processing a large number of grant/scholarship documents. Once the job is complete, there will be a download and print option by selecting download/print files from the left-side menu. The file (batch_grant_document.docx/pdf) are saved to the check batch and can be found by selecting the batch id in the grant document bucket.
  • Grants: Resolved an issue that was allowing an approved grant to be approved again. Added an alert to notify the User that the grant has already been approved.
  • Profiles: Resolved an issue that was not allowing the ability to set/edit an anniversary date on a Household Profile
  • Templates: System Tax Receipt (only used if a tax receipt has not been uploaded). Updated system tax receipt template to work with logo. If template/logo is not working, a new logo should be updated. Image should be in PNG or JPG format. Image should be at least 200 pixels wide or tall. Rectangle logos work better than square ones. i.e. 200px x 50px. Recommend the image/logo be 200x50 pixels.
  • Users: Two Factor Authentication - A system generated email will now be sent if two factor authentication is disabled for a User.

03-27-2024

  • Profiles - Org Roles/Profile Links: Resolved an issue that was returning a red error when applying a reverse filter to a profile list. A warning is now returned that a reverse filter will not work.

03-26-2024

  • Fund Advisor Portal - Search Grantee's: Resolved an issue that caused the search grantee box to not display in the Fund Advisor Grant Request tab.

03-25-2024

  • Nonprofits: Added the ability to charge a processing fee for Nonprofit Passthrough Donation. The processing fee will work in conjunction with Enable Donate for nonprofits. In Nonprofit settings under Public Directory Settings, there is a new field for Passthrough Fee. This will allow users to charge a processing fee based on a percentage of a donations processed through the Nonprofit Directory. In the Grants New bucket, the grant created for the nonprofit will be a net of the donation minus the processing fee. On the Portal for Nonprofit designation, the Passthrough donation will be listed with total donated amount.
  • Custom Reports: Updated the file instructions for uploading id's. The instructions have been modified to the following: a column header is required instead of with or without a column header in the first row.
  • Donations: Updated the message for Recurring Donation Reminder Days. This will now state it must be a whole number and not a decimal.
  • Fund Advisor: Removed Enable Fund Statement Notify Emails from the Fund Advisor Settings list since this functionality has moved to the Fund Statements workflow.
  • Funds: Resolved an issue with Change Promote Order within Promoted Funds. It now opens a new page when saving instead of refreshing and returning to the Promoted list.

03-20-2024

  • System Data: Resolved an issue with site logos not loading and displaying correctly.

03-18-2024

  • Donations: Added new content areas for Recurring Donation reminders: Recurring_donation_reminder_body and Recurring_donation_reminder_subject. These new content fields will need to be completed to use the automatic reminder emails for Recurring Donations. Recurring Donation Reminder Days in Donation Portal Settings will need to be entered.
  • Donations: Added Recurring Donation Reminder Days in Donation Portal Settings. This new field will allow users to select a number between 7 through 90 days to have the reminder email to send automatically. Donation content fields will need to be completed prior to email sending. By entering a 0 in this field, this will disable the emails.
  • Profiles: Added the recurring donation emails to email history.
  • Grants: Enhanced the grant approval workflow to allow users to continue to the next approval or view the current grant. When all grants that require approval are processed, approvers will land on the last grant approved.

03-15-2024

  • Grants: Enhanced the organization Grants Content area by creating separate tables for Grants and Grant Catalog contents. This was done to separate grant content from the grant catalog content for easier identification.
  • Donations: Enhanced the organization of the Donation Content area by creating separate tables for Donation Communication Content and Donation Portal Content. This was done to help organize the content areas.

03-13-2024

  • Funds: Added Recurring Vouchers, Recurring Grants, Recurring Donation tables to the Fund Relationship Tab. This will allow users to easily identify recurring items linked to the fund.
  • Fund Advisor: Resolved an issue with the loss of ability to create/edit a Fund Advisor designation without entering data into the Login field.

03-11-2024

  • Campaigns: Resolved an issue that when converting Guests to Profiles, the contact information of  email, phone, and address was left off.
  • Idea Lab Live:
    • Custom Reports: Added the report number next to the report name when displaying report.
    • Grants: Added a new content area in Grant's Content called Grant_award_letter_email_subject. This will allow users to customize the subject line for award letter emails. This field will not allow for html.

03-08-2024

  • Fund Advisor: Resolved an issue with fund advisor. When making a change to the Advisor_login_email and Advisor_request_confirm_email_body. it was causing a red error.
  • Funds: Resolved an issue with the Statement Merge Field on Fund Content. It was only working with double brackets on the merge fields. Updated the content area to accept double or single brackets.
  • Profiles: Adding logging on Profiles for Profile types, Philanthropic Interest Area, Link Profile (Org Roles/Profile Links), and Link Fund (linking a Profile to a Fund via Profile Fund Category, Accounts Advised.
  • Idea Lab Live:
    • Profiles: Added a log of Fund Advisor creation. This will allow users to see when a profile became Fund Advisor designation.
    • Cash Management: Added two new left-side menus called Save Filters and Load Filters to cash management's balance swap.
    • Bank Reconciliation: Added the ability use the Shift Key to select or deselect a group of transactions when using bank reconciliation.
    • Custom Reports: Added approval fields to the Grant Status report in Custom Reporting. This will allow users to report on the approval information for a grant such as count, true, false, first/last dates, and percent approval.
    • Funds: Enhanced the search capabilities when adding a grant beneficiary to a fund. This new search functionality will display the profile name and address.
    • Grants: Enhanced the Grant Approval process to automatically redirect users to the next grant requiring approval. This will now mimic the voucher approval workflow. This new workflow should allow for an easier workflow when processing grant approvals.
    • Grants: Enhanced the Approval Bucket to now display the approval percent.
    • Grants: Enhanced Spendable Grants to have checkboxes to all users to select which grants to create. This will allow users a more flexible workflow with spendable grants.
    • Balance Swap: Added account filters to Balance Swap. This will only show accounts that are open and manage cash enabled. Added fund filters for those funds that have manage cash enabled.
  • Yearly Tax Receipts: Resolved an issue when printing yearly tax receipt and the settings screen reloads with no message if profiles do not have emails associated.
  • Checks: Resolved an issue where a check could be deleted leaving a general ledger transaction orphaned.
  • Account Transfer: Resolved an issue with Account Advisor Transfer Request Errors if accounts have multicurrency.
  • Checks: Resolved an issue with multi-fund checks have repeating TransID numbers.

03-07-2024

  • Fund Statements: Resolved an issue with the Fund Statement Email content [statement_date] field no longer in human units.

03-06-2024

  • Profiles - Nonprofit Designation: Added the ability to accept a pass-through donation for a nonprofit listed in the nonprofit directory. In order to accept donations for a nonprofit, a pass-through fund must be added in Nonprofit Settings. If a pass-through fund is not set but the Enable Donate has been set, the system will use the default fund set in system data. Enabling/Disabling this functionality can be added in bulk or individually. From the Nonprofit main page, there is a new left-side menu option called + Enable Donate. Selecting this option will open a checkbox list with the ability to select all, none, or by nonprofit. A - Disable Donate option is also available to remove this functionality. Once selected, a checkbox list will open with the ability to select all, none, or by nonprofit. Enabling/Disabling the ability to donate through the Nonprofit Directory can also be enabled/disabled for a specific nonprofit by selecting edit within a nonprofit record and updating the Enable Donate checkbox. If the nonprofit does not have a grantee designation, the donate button will not appear, and a red warning will appear in the Enable Donate field. 

    Things to note: Consider revenue recognition rules with your team prior to enabling this functionality. If a pass-through fund is not set but the Enable donate has been set, the system will use the default fund set in system data. The grant award is the gross amount of the donation, which means the credit card fees will be paid by the pass-thru or default fun. 

    A new directory URL field was added to the nonprofit record. This will allow the ability to copy and share the URL with the nonprofit.

    Added the ability import nonprofit profiles. This new import is located in the left-side menu in Nonprofits. The import will allow users to update information on current profile ids or create new nonprofit profiles.

    Things to note with the import: html_statement column and html_description column are boolean fields. If multiple profiles match on the name, then one that was created first will be used. Nonprofits: Users will be able to import more than on category on a nonprofit by using a semicolon. For example: Arts; Hunger. If the import has a category that is not created, it will create the new category during import.

    Nonprofit Designation - Settings: Added a new setting to add a pass-through fund. This will be the fund that is used for donations to nonprofits listed in the Nonprofit Directory.

    Grants: Nonprofit Directory donations will auto create a grant to the nonprofit. The grant status will be new. The description on the grant will be "Donation from Donor Last Name, Donor First Name". The grant award is the gross amount of the donation.

    Fund Advisor Portal: Added the ability to enable the Nonprofit Directory listing as a tab for fund advisors. Under Fund Advisors Settings, users will be able to rename this tab. This new tab will also be available to be set in bulk using the Set Tab Permissions. This will allow users to enable the list of nonprofits as a tab for a particular group of fund advisors. There is also now a new checkbox available on the funds listing table per fund advisor, allowing users to set this per fund advisor as well.

    Permissions: A new settings permission was added to Nonprofits. This has been enabled for users in the Admin group.

    Custom Reports: Added nonprofit tab as a field for fund advisor reports. Added enable donation as a field in profile reports.

  • Donations: Enhanced the donation portal with new look and user experience. This update applies to all pages of the Donation Portal: Funds, Grant Catalog, Events, the Nonprofit Directory, and Grant Cards. The updates allow for better story telling and an updated view for each page. There is an option in Styles to enable this enhancement when ready rather than being applied on a specific date. 

    Donation Portal- Fund Summary: Users will now have the ability to display more than one image per fund, a fund summary, fund detail summary, grant types, services areas, and fund steward information.
  • Styles: Update to the Styles area to accommodate changes to UI for the Donation Portal. Added a new Settings option. Within Settings, there is an option to Enable Donation Portal Style. This will allow users to enable the new card view for Donation Portal: Fund Listing, Grant Catalog, Events, and Nonprofits. With this stage, all CSS style pages will now be located within the Legacy Styles left-side menu. Selecting the Legacy Styles menu will display the CSS customizable style areas for the Donation Portal: Fund Listing, Grant Catalog, Events, and Nonprofits. 

    Styles: Added functionality to accommodate different levels of users. In Styles, select Settings. Users will need to Enable Donation Portal Style. In the Style Editor Mode, select Basic or Advanced.
    The Basic user will have the ability to select CSS (colors for different areas of the Donation Portal) and set a Style (the pages that the CSS to apply). The CSS allows for users to easily select colors for areas on the Donation Portal and name the CSS to apply to different styles. By selecting the color picker box next to the labeled areas, color selection will display giving users the ability select a color within the color display, RGB, HSL or HEX. After the CSS colors have been selected, user will need to save the selection. Users will be able to Edit In Simple using the color picker or Edit using HTML language. Within the left-side menu of CSS, users can edit, delete, or make a CSS Default.
    The Add Styles option will allow users to apply the CSS colors to different Donation Portal pages such as Affiliate Donation Portal, Donation Portal, Nonprofit Directory, Grant Catalog, Events/Campaigns, or Funds. Once the page has been selected, users will then select which CSS Style to apply to the page. Select the Style created and publish or preview. Once the style is published, it will be applied to the pages.

    Things to note: When adding a style, the Portal Style is new functionality that is coming but not currently in use.

    With the Advanced settings enabled, users will see two additional left hand-side items called Add Content and Add Option. The Add CSS and Add Style will function the same as the Basic setting. With Add Content, users will be able to customize the head, banner, and footer on their pages. Users can select head, banner, footer to create HTML content for their Donation Portal pages. If a head, banner, or footer is created, it will be set as the default and will be applied to all the pages. If you do not want a head, banner, or footer, a blank one can be created. Add Options will have options for how the pages are displayed. Option Name will allow users to name the option and then select it when setting Styles. List Type allows for the selection of how the funds, events, catalogs, etc. will be display on the page, with list or grid. Grid will be the new card display. Users will also have the ability to Hide Fund Images and Hide Navigation Logo. Show Service Area, Show Steward, Show Grant type will allow users to have those fields display on the corresponding pages. Use Dynamic Images will also allow users to enable the use of dynamic images to allow images to adjust to the data structure.

    Things to note: If users enable the option Show Fund Steward on a fund, make sure the profile is an individual record and not an organization record. The Steward name will pull from the label if populated. If not, it will display last name, first name. If using the organization record, then the name will display last name, first name under the image.

    Legacy Styles will be located in the Legacy Styles left-side menu. This will allow users access to legacy style pages.

    Permissions: A new Settings permission was added in Styles which will allow a User access to enable the Donation Portal style. This setting was enabled for Admin Users.
  • Donation Settings: Added a new content area for the Donation Portal. These new settings are found in Donation Settings: Cover CC Fee Title, Cover CC Fee Description, Anonymous Title, Anonymous Description.
    -Cover CC Fee Title is a customizable label to let donor's opt into covering the donation fees on the Donation Portal.
    -Cover CC Fee Description is a customizable description field next to the Cover CC Fee Title on the Donation Portal.
    -Anonymous Title is a customizable label to let donor's opt select to have the donation remain anonymous from the Donation Portal.
    -Anonymous Description is a customizable description field next to the Anonymous Title on the Donation Portal to allow foundations a longer explanation to donors. 
    Within Community Suite, label fields will be limited 60 characters, tabs to 40 characters, and the descriptions to 255 characters.

    Donation - Settings: Added the ability to enter donation levels. Users will find this new setting for the fund listing page in Donation Settings called Giving Levels. Users will be able to add up to three giving levels to display on the fund donation page under the one-time donation amount. Users will enter the giving levels with a comma separated list of amounts (i.e. 10,50,200 or $10,$50,$200).
  • Profiles: Updated the duplicate listing to no longer display the number of duplicates. The numbers were not populating the correct number if there were several profiles with the same type. The list will now just display the name, email, phone with duplicates. Once the duplicate is selected, a custom report of all duplicates will display.
  • Profiles: Added the create date field to the profile merge display. This will allow users to see profile creation dates prior to merging profiles.
  • Financials: Added Investment Strategies as an edit option for Balance Sheet and Income Statement Reports.

03-05-2024

  • Home: Added System URLs to the home left-side menu navigation pages. This will show a listing of public urls for client sites.

03-04-2024

  • Fund Advisor: Updated the content merge fields for the following Fund Advisor emails: Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
    Donation: Updated the content merge fields for the following donation email:
    Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label.
    Funds: Updated the content merge fields for the following funds emails:
    Fund Statement Email Body and Fund Statement Review Email Body: fund name.
    No permission changes with this release.
  • Vouchers: Enhanced the red warning to “Please select a fund” from “Please select a Funit” in voucher creation.
  • Grants: Updated the grant request, Change Grantee to a search of grantees vs a drop-down list of all grantees. The drop-down was creating performance issue for clients.
  • Fund Advisor: Resolved an issue with fund advisor Portal login that with a login name containing a space. The system will no longer allow users to create a login with a space.

02-28-2024

  • Notes: Added the ability to share a note on a grant record that will display on the grant record in the Fund Advisor portal. Users will see a new checkbox called Share.
  • CRA Report: Added the ability for a custom date range for the Student T4 report.
  • System Data: Resolved an issue within System Data field: Test Email Data. If the domain included a number, CommunitySuite was unable to validate.
  • Added the ability to share a note on a grant record that will display on the grant record in the Fund Advisor portal. Users will see a new checkbox called Share.

02-27-2024

  • General Ledger: Resolved an issue when a description is longer than the limit allowed when closing books. The description field will be truncated to the maximum length to avoid the error.

02-23-2024

  • Dashboards: Added the ability to apply Custom Reports filters to Dashboards. Users will also be able to save and load filters from the Dashboards. In addition, when using the print page with a Dashboard, the filters will remain.
  • Funds: Resolved a misspelling in yellow warning of "Missing" seen when processing Bulk Open or Bulk Close funds.
  • Checks: Resolved an issue with the Check Post/Unpost Email was displaying the Anonymous Fund Names.
  • Donation Portal: Resolved an issue when enabling the new Donation Pages and customized a grant catalog style. If there was only one grant catalog, it would display with the Fund Listing Page default style and not the grant catalog style.
    Released in Sandbox only.

02-21-2024

  • Custom Reports: Resolved an issue with Custom Report ID filters Search pulling incorrect data. When entering data in the search field, it was displaying an incorrect list of results.
  • Profiles: Added additional email history records. Users will now be able to see account transfer requests and campaign ticket receipts on a profiles email history.

02-15-2024

  • Permissions: Added new permission on users area called “Assign Admin Group”. If you do not have this permission, you cannot add or remove someone to the admin group. You also cannot edit the admin group (i.e. remove people from the group screen). This closes all the loopholes that exist that allow you to elevate you to the ability to set overall permissions to things in the system.
  • Invoices: Resolved an issue when applying a Credit Memo; it was rounding the amount and not applying the full amount.

02-14-2024

  • CRA Reports: Added Address Line 2, fiscal year and divisions to all reports. Added First and Last Name columns to the Student T4 Report. Added the requirement of needs 1099 to the Vendor report. The label will stay Needs 1099 on the vendor record at this time. Resolved an issue with the Student T4 report pulling in scholarships to the School and not calculating refunds or cancelations.

  • Files: Added a new left-side menu to allow for a Delete All Files. This would allow a user to delete all files upload at once.
    User will need Batch Upload Permission.

  • Grants: Added new functionality to Recurring Grants that will copy attachments from the Recurring Grant to the new grant that is created.
    No Permission Changes.
  • Fund Advisors: Added the ability for users to Login As a Fund Advisor without the Fund Advisor setting a password. This will allow users to assist and review the view of a Fund Advisors prior to them logging into the Fund Advisor Portal.
    No Permission Changes.
  • Grants: Added a new left-side menu on historic grants: Delete all historical vouchers and checks option. This will allow users to delete vouchers that migrated incorrectly and then add the correct voucher and payment information.

02-12-2024

  • Fund Advisor Portal: Resolved an issue with the investment report displaying the parent and sub funds on the investment report. Updated the report to show the parent fund's investment data only. When selecting a sub fund, the report will just reflect that sub fund's investment data.
  • Fund Statements: Resolved an issue that when using a Format with Include Subfunds, it was working incorrectly. Rollup will now roll up the subfunds on the fund statement.

02-10-2024

  • Admin Fees: Resolved an issue that when creating an Admin Fee, users will receive an error "That Decimals Entered are Not Decimal."

02-09-2024

  • Scholarships: Added Bulk Close or Bulk Open the to List of Scholarships. The two new left-side menu items, Close and Open, can be found in Scholarships and then Scholarships. Once a user has applies a filter to the list of scholarships, then they can use the bulk action. There is also new bulk actions in the Scholarship Paid Bucket to allow user to select which Scholarship Awards to move from the Paid bucket to the Completed bucket.
    No Permissions have been changed with these updates.
  • Profiles: Resolved an issue with the profile log not reflecting address changes made on the fund advisor portal if the edit profile is enabled.

02-08-2024

  • Dashboards: Resolved an issue with the Donor Dashboard was displaying incorrectly. Updated the New Donor tab to be new donors to the foundation.
  • Donation Portal: Resolved an issue with the interval on a recurring donation, not populating.
  • AP: Resolved an issue with the AP report showing with multiple payments on vouchers showing twice on the report.
  • Vouchers: Resolved an issue with voucher approvals sending to an incorrect email, since it was not pulling from the email from an old employee table, which did not allow users to update. Added new logic to pull the email from the user's profile email.

02-07-2024

  • Pledge/Promise: Added the Pledge/Promise frontend import. This will allow users to import pledges/promises. The newly created Pledge/Promise will import into the New bucket for Pledge/Promise. From the New bucket, users will be able Edit and Commit/Post the Pledge/Promise. Note the following on the payment schedule import which is calculated from the first payment date:
    • If the first payment date is entered as 1/31/2024, then the rest of the payments will be 2/29/2024, 3/31/2024, 4/30/2024, etc.
    • If the first payment date is entered as 1/30/2024, the following dates will be 2/28/2024, 3/30/2024, 4/29/2024, etc.

  • Funds: Added Bulk Open and Bulk Close to the funds left-side menu option from the List All, List Open, List DAF's, List Agency, List Affiliate screens. This will allow users to filter the list to the funds that need to be opened or closed and use bulk functionality.

    When closing the funds in bulk, the system will process each fund individually; users will see the fund id closed message when the fund is closed. If the fund cannot be closed because of balances, the system will show a yellow message with the fund name and id. Clients will need to resolve the issue and go back and start the process again for that fund and any remaining funds after it.

  • Scholarships: Added the ability to set a scholarship to pay Student. This can be enabled on individual Scholarships. Select the Scholarship id and then Edit from the left-side menu. There is a new checkbox on the Scholarship Pay Student. With this checkbox enabled, when a scholarship is awarded to a student, they will no longer have to have the Grantee Designation. It will allow the student to pass through Grants and Vouchers without being designated as a Grantee. When selecting the Student name in the Grantee field on the Grant Id, it will show as an invalid Vendor id since the student does not have a vendor designation.

    *Use Case: Hardship Scholarships would be a good case use for this functionality where the scholarship is being paid directly to the recipient.

    No Permission changes.

    Custom Reports: Added a Scholarship Program report. This will allow users to create a report with Scholarship Id, Scholarship Program Name, Scholarship Program Description, Auto Approve Scholarship, Fund Advisor Visible, Pay Student, and Post by Payment. In Custom Reports, choose Create Report, and then select Scholarship Program Report.

02-05-2024

  • Pledges: Resolved an issue with a canceling a historic pledge. Enhanced the historic pledges to only have the cancel option per line item to allow totals to calculate correctly.
  • Grant Types: Added a Public Name text field. This will allow users to have a Public Name for Grant Types on the donation pages. The Name field will show if there isn't a public name. There will not be any bulk actions or reporting on this field.
  • Service Areas: Added a Public Name text field. This will allow users to have a Public Name for Service Areas on the donation pages. The Name field will show if there isn't a public name. There will not be any bulk actions or reporting on this field.

02-02-2024

  • Distribution: Resolved an issue that when using the Semiannual Distribution Interval on a fund, it would filter the fund from the report.
  • Profiles: Resolved an issue with the [None][All] options being removed when editing Profile Types on Profile.
  • Reports: Resolved an issue that when sending scholarship awards to SLM from CSuite in batch, user would receive an error.
  • Donation Portal: Added an error message for recurring donations if the end date is set to a date in the past.

01-31-2024 

  • Fund Statement: Resolved an issue with the Investment Section of Fund Statements not populating correctly.

01-30-2024

  • Distributions: Resolved an issue with the hyperlink for a balance having a permission error.

01-29-2024

  • Campaigns: Added the ability to name the checkout button when purchasing tickets on a campaign. This new field has been added to the ticket under the Ticket Header field. This enhancement will allow users to rename the button as a donor is purchasing a ticket. For example, if the the foundation has a free ticket, users could rename the button to say RSVP, instead of add to cart.

    Campaigns: Added an additional content area in the guest check out screen. This new content block is Online_ticket_add_guest. This is found in Campaigns, left hand menu content. This content will be found on the add guest or Your Tickets page. This is a campaign content since tickets can be from different campaigns and display here all at once.

    No permission changes with this release.

  • Fund Advisor Portal: Resolved an issue that when displaying an Investment Report for a subfund the report was not populating.

01-26-2024

  • Templates: Added the Recurring donation fields to the Tax Receipt Template{{recurring.description}},
    {{recurring.end_date}}, {{recurring.end_date_iso}}, {{recurring.interval}}, {{recurring.next_date}},{{recurring.next_date_iso}} , {{recurring.rc_donation_id}} , {{recurring.start_date}}, {{recurring.start_date_iso}}
    Templates: Resolved an issue with the verify template causing a red error for the Award letter template.
    Templates: Added Address line 2 and the country field to Yearly tax receipts.

01-24-2024

  • Templates: Resolved an issue with the Yearly Tax Receipt missing the profile id and causing a red error for users.

01-23-2024

  • Yearly Tax Receipt: Updated the logic for combining Households on a Yearly Tax Receipt. When using the combine household checkbox, Yearly Tax Receipts will roll up ANY profile linked to the household. Then, it will pull in all household and member donations for the receipt. The Yearly Tax Receipt will use the Household profile to for the email and/or address, salutations, etc. for the tax receipt.

    If a household does not have an email, users will receive an error.

01-22-2024

  • Profiles: Resolved an issue with the Stripe customer link as field in merge profile page is always blank.
  • Fund Advisor: Resolved an issue when a fund advisor has 2 Factor Authentication enabled and uses the forgot password link, the system does not prompt for 2 Factor Authentication. The fund advisor will now be prompted to enter the new reset password followed by the 2 Factor Authentication prompt.

01-17-2024

  • Scholarships: Resolved an issue when users are processing a Scholarship with Post By Payment checked are able to delete scholarship expense general ledger entries.

01-12-2024

  • Vouchers: Resolved an issue with the "OK, override balance check anyway" option to ignore balance spendable no longer working.
  • Scholarships: Resolved an issue with the "OK, override balance check anyway" option to ignore balance spendable no longer working.
  • Fund Statements: Resolved an issue with the Funds [display] function of Fund Statement Group Blocked by Content Security Policy.
  • Financials: Resolved an issue with the Loss of [edit] for the date when viewing GL transactions from a financial report.
  • Fund Advisor Portal: Resolved an issue with the Grant Catalog Link not working in Make a Grant Request area within the Fund Advisor Portal.
  • Donations: Resolved an issue with the log in Donations no longer logging upon creation of donation record.
  • Pledges: Resolved an issue with migrated pledges not allowing donations to be linked.

01-10-2024

  • Custom Reports: Resolved an issue with Load function for reports gives yellow message -"Invalid reporting action 'load_report' "
  • Grants: Resolved an issue with "OK, override balance check anyway" option to ignore balance, spendable no longer working.

01-04-2024

  • Grants: Resolved an issue when creating a voucher on a grant; the employee id was missing and not allowing the grant to move along in the process.
  • Grant Catalog: Resolved an issue with the grant catalog blocking donations to funds if the request date is in the past, instead of looking at the catalog end date.

01-03-2024

  • Reports: Added the T3010 and T4A Report for Canadian clients. CRA Reporting will replace the 990 report and 1099 report for the US users. In System Data, if the country is Canada, users will see these two reports under Reporting in the CRA Reporting object. The reports will be based on calendar year. The T3010 report will provide Grantee ID, name, address, BN Registration Number, and total amount granted for calendar year. The BN Registration number will be populated from the FEIN field on a profile. The report will include Schools/Universities as grantees. The T4A Student report will have Student Id, name, address and total amount paid in scholarships for the calendar year. Also added the T4 Vendors report. This will allow Canadian clients a report with vendors that have been paid in the calendar year. This table will show VendorID, Name, Individual Y/N, BN, SSN, Address, City, State, Country, and Total Amount paid for the year. Users will not have to set 1099 information on a Profile or Account for this report.
    Permissions updated to reflect T3010 Report.
  • Dashboards: Enhanced Dashboards to have Custom Report Filters. Users will now see a Filter hyperlink at the top of a Dashboard. Once filter has been selected, users will see a list of Custom Report Filters that are available to apply to the Dashboard. Current year will be a default filter for dashboards. If a graph does not populate once a filter is applied, the filter may not pertain to that graph. 
  • Accounts: Added the ability to use CPA005 file format for electronic payments for Canadian clients. An ACH format will be set in System Data, but users can the select per account which format to process based on the financial institutions requirements. Select Configure in the ACH Configure Settings. A new page will display and users will need to configure the options for the file format. Users will see ACH File Sub Format: Standard(1464), Central 1, RBC formats. If the ACH Options are already configured, users will need to clear the ACH options to edit at the Account level. Once this field is cleared, users will be able to select a file format and ACH options at the account level.
    System Data: Added CPA005 file to the ACH Format field. Selecting an ACH Format from System Data create that file type for any Bank or Investment account using electronic payments. The ORG ID field to is an alpha numeric field . Added the ORG Short Name field, this field is limited to 15 characters. If the Addendum is enabled the Check Memo field will display in the record. This field will be limited to 19 characters. Using the left-side menu CPA005 Settings will allow users to edit all settings for the file once the credentials are configured. Options within Settings: Org ID, Org Short Name, File Number, Processing Center, Addenda Record.

  • Journal Entries: Added the ability to add Recuring Journal Entries. From Journal Entries, select Recurring. Users will then see a table of Recurring Journal Entries that have been created. This table will show the Entry Start, End, Next Dates along with the Interval, Monthly, Quarterly, Annual, Fund Name, Entry Description, Amount, and the Employee that created the Entry. In the left-side menu, there is now an option to Create Journal Entries and Add Recurring. The Create Journal Entries will allow users to process the Recurring Journal Entries. Add Recurring will allow users to create a new Recurring Journal Entry. Users will set the Interval, Start Date, Next Date, End Date, Description, and then complete the Fund Entry information. The Create Journal Entries will turn red in color if there are Journal Entries that need to be created. This would happen if the Recurring Journal Entry is Next Date is today or prior to today's date. When using Recurring Journal Entries, the Journal Entry will post on the Entry's Next Due Date automatically. If users are using the Journal Entry Approvals, then the created Journal Entry will be in the Approval bucket.

    Journal Entries: Added a Reverse Date field to the Edit and Create Journal Entry data entry screen. The Reverse Date field will allow users to enter a date for the Journal Entry to be reversed on. When posting the journal entry, both journal entries will be posted. The Reversal Date can be a future date.
    No permission changes.

  • Scholarships: Created a new endpoint for SLM integrated sites to allow for Scholarship ids to be displayed in SLM. This will allow the CommunitySuite Scholarships to display in SLM as a list. Any updates to scholarship names, new scholarships, or removed scholarships in CommunitySuite will be updated in SLM. This will allow SLM users to set the CommunitySuite Scholarship id on the scholarship opportunity before syncing to CommunitySuite. If the Scholarship award is linked with a Scholarship selected from SLM, CommunitySuite users will not have to Set Scholarship for the awards. Once the scholarship is synced, CommunitySuite becomes the system of record.
  • Custom Reports: Added a Scholarship Program report. This will allow users to create a report with Scholarship Id, Scholarship Program Name, Scholarship Program Description, Auto Approve Scholarship, Fund Advisor Visible, Pay Student, and Post by Payment. In Custom Reports, choose Create Report, and then select Scholarship Program Report.

01-02-2024

  • Users: Updated the wording for Forgot Password Email:
    If an account with the provided information is found, instructions to reset your password will be sent to the email address for that account.
    The Forgot Password link will expire after 24 hours and is a one time use link. Please wait at least five minutes and check your spam folder for the email to arrive before trying again.

Release Notes by Object

Release Notes by Object are release notes organized into sections that mirror CommunitySuite's Home page. Release Notes by Date are this year's release notes listed in chronological order.

Dates in bold indicate a monthly feature release. When a release note begins with "resolved," it indicates an error has been resolved.

 

  • (10-31-2024) Login: Updated the login pages to support the updated Safari versions. Users were only able to login the first time or in private mode, but this is resolved.
  • (10-10-2024) SLM Integration: Resolved an issue with student importing incorrectly from SLM with French accents marks. Updated the import to allow for special characters on profiles.
  • (10-03-2024) Email: Resolved an issue with emails with CC sitting in initializing status and not actually sending.
  • (09-23-2024) Global Search: Added individual, organization, and household labels when using global search.
  • (09-12-2024) Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area, and Grant Catalog.
  • (09-03-2024) Resolved an issue with the email pin failing on login, since the pin would expire after 1 minute. Updated the email login pin to expire after 3 minutes.
  • (08-27-2024) My Dashboard: Updated the date range fields. This removed the before and after dates as options. Users will have the option for relative dates or a date range.
  • (08-08-2024) Updated the Home page to have a personalized Dashboard or landing page. This option can be accessed by going to "Me" information where a new "Dashboard" option has been added to the left-side menu. This will prompt you to edit your dashboard if no charts have been selected. Users can select from the list of dashboards available from the following: Donations, Events, Funds, Grants, Opportunity, Profile, Scholarship, and Vouchers. Dashboards can be organized in rows, and users will move items between rows by dragging the chart name. Rows can be removed using the delete button to the right of each row, and rows can be added by using the add row button at the top of the table.
    Users can choose to make the dashboard their landing page for a more customized start to their CommunitySuite experience by selecting the Set As Landing Page left-side menu. Any dashboard page within CommunitySuite can now become the landing page. For example, the grants manager can select the Grant's Dashboard as their landing page. To clear the landing page dashboard, go to the "Me" information and select Reset Landing Page.
    The "Me" information is found by selecting the user's name in the top right hand corner of CommunitySuite.
  • (07-16-2024) Modified the global search to truncate all strings after 30 characters.
  • (06-18-2024) Content: Added additional fields to the Rich Text Editor for Content Areas. Users will be able to align text and paragraphs using the rich text editor. Also, added the ability to add tables to content areas. This will allow users to add the tables for email content areas for the "foreach" scenarios.
  • (06-06-2024) Resolved an issue with users being unable to logout.
  • (06-05-2024) Added Rich Text Editor to Content areas within Community Suite. Users will find this update to the content areas that allowed for HTML language. This update will allow users to easily create and modify content to font size, types, bold, italic, etc. without using HTML language. The rich text editor will also have the ability to switch to HTML for users that prefer that language. In Styles the rich text editor is in the to Content areas for Banner and Footer. The rich text editor will not be applied to the Content head area so that we do not interfere or limit with client’s modifications in this area.
    No permission changes with this release.
  • (04-25-2024) Rebranded Ajah to Grant Connect in grants and profiles. This will impact Canadian users that have the Enable Ajah checked in grant settings.
  • (04-03-2024) As a preventative measure, our engineering team has launched an internal password service that will verify new passwords to protect you against data breaches. This service informs users if the new password has been reported as compromised; and if so, will not allow the password to be used. This service will only apply to new password verifications. To take advantage of this new service, we recommend administrators have all users reset their passwords.
  • (03-05-2024) Added System URLs to the home left-side menu navigation pages. This will show a listing of public urls for client sites.
  • (01-03-2024) Accounts: Added the ability to use CPA005 file format for electronic payments for Canadian clients. An ACH format will be set in System Data, but users can the select per account which format to process based on the financial institutions requirements. Select Configure in the ACH Configure Settings. A new page will display and users will need to configure the options for the file format. Users will see ACH File Sub Format: Standard(1464), Central 1, RBC formats. If the ACH Options are already configured, users will need to clear the ACH options to edit at the Account level. Once this field is cleared, users will be able to select a file format and ACH options at the account level.
  • (12-09-2024) Added the ability to resort the account type order. A new left-side menu in Accounts, Account Sort Order will allow users to resort the accounts types and the order they display on financial reports. Users can drag and drop to reorder the account types and select Save Changes.
  • (11-06-2024) Added the Daily Balance Report to each account listed in Accounts. By selecting an account and then using the Daily Balance left-side menu, users can select a date range to view the fund's average daily balance in that account. The date range will need to be for a closed period, and the report will export to a .csv file.
  • (07-15-2024) Resolved an issue caused by using the Close to Equity functionality on an account. This would not allow clients to close or open the books.
  • (10-30-2024) Account Transfers: Updated the Email Unsent Request bulk sending of emails to remove the send button once it has been selected. This will prevent sending the email to the financial institution multiple times.
  • (10-07-2024) Resolved an issue with the send email button still appearing while the system was processing the email. Users would then select the send button again, sending several emails for the same request. The send button will be removed as the email is processing, and users will see the green email sent successfully message when complete.
  • (03-08-2024) Resolved an issue with Account Advisor Transfer Request Errors if accounts have multicurrency.
  • No release notes yet for this year.
  • (08-13-2024) Resolved issue causing a red error on Check number duplication on Quick Voucher.
  • (08-01-2024) Idea Lab Live: Added the Quick Voucher to Bank Reconciliation. When processing a bank reconciliation, Users will find the Quick Voucher option on the left-side menu. This will allow users to enter bank fees or adjustments directly from the bank reconciliation. Users will enter the vendor, voucher/check date, fund, expense account, check number, description, and amount. Then they select Create Voucher/Check to create the voucher. The entry will appear on the bank reconciliation based on the date of the Voucher/Check Date.
  • (07-15-2024) Resolved an issue with Bank Reconciliation and importing a .csv file. Users would receive a critical error of Quick Voucher Undefined SubRoutine.
  • (03-08-2024) Idea Lab Live: Added the ability use the Shift Key to select or deselect a group of transactions when using bank reconciliation.
  • (12-13-2024) Resolved an issue when running the Budget by Month report. Users would receive a red error. Updated the report options to Month Columns and Fund Columns. Removed the ability to Show Funds. This functionality was not working so the option was removed from the left-side menu.
  • (10-02-2024) Added left-side menu option called Bulk Transfer. This new left-side menu option will allow users to select an account with cash management enabled to process account transfers in bulk. Once Bulk Transfer is selected, then select an account and a new table will appear. This will allow a user to select the bulk option to transfer_in or transfer_out, transfer date, and description. The transfer amount will auto populate based on the funding needed for that account. Once the Next button is selected, the user will see the accounts with available amounts for transfer. The table will populate with the recommended swap. Users can select any amount for any of the accounts listed. The Total amount will be the total amount select for the transfer. The Transfer Amount is the amount need to bring the account in balance based on cash management rebalancing. Account Transfer will appear in the Open Account Transfers to be processed.
  • (07-15-2024) Resolved an issue caused by a fund that has more than 11 digits. In an Account Transfer, it would cause a red error.
  • (03-08-2024) Idea Lab Live: Added two new left-side menus called Save Filters and Load Filters to cash management's balance swap.
  • (03-08-2024) Idea Lab Live: Added account filters to Balance Swap. This will only show accounts that are open and manage cash enabled. Added fund filters for those funds that have manage cash enabled.
  • (11-22-2024) Resolved an issue with the Fund Payout report using the net assets for calculations instead of assets.
  • (11-14-2024) Added a Fund Payout Report. Once a filtered list of funds is selected, this option will be located in left-side menu with bulk actions. Once the Fund Payout Report is selected, users will select a calculation date and payout formula.
    Grant payout formulas:
    -Candid Method is based on grants made this year divided by assets held at the end of last year.
    -One Year Method is this year’s grants divided by this year’s end-of-year assets plus this year’s grants on the assumption that all money in a DAF at any point of the fiscal year was available for grantmaking.
    -3-Year Averaging of Assets to Last Year (LY) is grants this year divided by the average value of assets last year, the year before last, and two years ago.
    -5-Year Averaging of Assets to Last Year (LY) is grants this year divided by the average value of assets from five year ago to last year. For 2024, this means grants made in 2024 divided by the average of assets held at year-end in 2019, 2020, 2021, 2022, and 2023.
  • (10-31-2024) Fund: Resolved an issue with the fund summary report not showing the CY vs LY summaries correctly from one date range to the next.
  • (09-19-2024) Funds: Added the ability to Hide Spendable Balances per fund on the Portal. This option is located on the fund record, Settings tab, in the Fund Advisor Portal Options. This is also a global setting in Portal Settings-Fund Advisors.
  • (09-16-2024) Added a Distribution Start date to the Funds Settings > distribution table. This will allow users set the distribution start date when creating a fund. Distribution start date is also available in Funds Bulk edit. This field is optional on the fund record.
  • (07-12-2024) Updated the Give To Rev Share field from a drop down list to a text search. This will help eliminate performance issues for foundations.
  • (05-30-2024) Enhanced the Hide Amounts on Funds for all donations. On Fund Statements, if the Hide Amounts is enabled, the fund statement will no longer display individual donations in the foreach donation section. The total donation amount can still be displayed in the receipts section if it is used on the fund statement template. Hide Amounts on a fund will remove the Top 10 Contributors graph from the Fund Advisor Portal if the Show History On Portal is enabled for the fund. Contributions by year line graph will still display. Users may want to remove the donation (contributions) tab permission from the fund advisor portal.
  • (05-29-2024) Updated the Fund Summary Report drilldowns. Drilldowns will now populate using closed and open funds to allow for a more consistent reporting. Prior to this update, the drilldowns excluded the closed funds for the period.
  • (04-25-2024) Summit Idea Lab: Add the ability to transfer from subaccounts within a pool from the Fund's Asset "Transfer". This functionality will allow users to easily transfer from the subaccounts within a pool without having to go to the Account Transfers area. Users will now be able to select from the assets accounts associated with the pool when creating a transfer.
  • (04-01-2024) Added indexes for spendable fgroup amount to help with performance issues when populating fund list for spendable grants.
  • (03-25-2024) Resolved an issue with Change Promote Order within Promoted Funds. It now opens a new page when saving instead of refreshing and returning to the Promoted list.
  • (03-13-2024) Added Recurring Vouchers, Recurring Grants, Recurring Donation tables to the Fund Relationship Tab. This will allow users to easily identify recurring items linked to the fund.
  • (03-08-2024) Resolved an issue with the Statement Merge Field on Fund Content. It was only working with double brackets on the merge fields. Updated the content area to accept double or single brackets.
  • (03-08-2024) Idea Lab Live: Enhanced the search capabilities when adding a grant beneficiary to a fund. This new search functionality will display the profile name and address.
  • (02-23-2024) Resolved a misspelling in yellow warning of "Missing" seen when processing Bulk Open or Bulk Close funds.
  • (02-07-2024) Added Bulk Open and Bulk Close to the funds left-side menu option from the List All, List Open, List DAF's, List Agency, List Affiliate screens. This will allow users to filter the list to the funds that need to be opened or closed and use bulk functionality.
    When closing the funds in bulk, the system will process each fund individually; users will see the fund id closed message when the fund is closed. If the fund cannot be closed because of balances, the system will show a yellow message with the fund name and id. Clients will need to resolve the issue and go back and start the process again for that fund and any remaining funds after it.
  • (12-05-2024) General Ledger: Updated the general ledger export to process with or without entering a date range.
  • (12-05-2024) General Ledger: Resolved an issue when viewing drilldowns, the current date range was removed.
  • (06-07-2024) Summit Idea Lab - Enhanced the closing process to review any unapplied payments before closing the books. There is an option in General Ledger Settings titled “Check Unapplied Balance Account on Close Books”. Enabling this option will help prevent payments not being applied in the correct months.
    No permissions changed.
  • (04-25-2024) Resolved an issue with user unable to Close Books, and receive Error Divide by zero.
  • (02-27-2024) Resolved an issue when a description is longer than the limit allowed when closing books. The description field will be truncated to the maximum length to avoid the error.
  • (12-09-2024) Resolved an issue with a journal entry with approvals enabled, the reversing date could not be cleared. This has been resolved by allowing users to edit the journal entry and remove the reversing date during the approval process.
  • (11-19-2024) Resolved an issue on reversing journal entries. If the user unposted and updated the fund, the reversing journal entry would still reflect the original fund.
  • (10-30-2024) Journal Entries: Resolved an issue that caused a red error when trying to use more than 10 approvers for a journal entry.
  • (09-23-2024) Updated the date format to accept all date formats: YYYY-MM-DD, MMDDYY, MMDDYYYY, or MM/DD/YYYY.
  • (06-20-2024) Updated the Recurring Journal Entry log to reflect the employee that created the journal entry vs. using Foundant Technologies.
  • (06-09-2024) Resolved an issue that was requiring journal entry approval without the setting enable to require it.
  • (05-20-2024) Updated the journal entry import templates. For the top import there is a new description column. This will be a required field and will be the journal entries main description in the header box. The credit description and debit description columns have been added to allow for individual line item descriptions. If the credit description or debit description fields are not complete, the description will autofill to each line. For the trial balance journal entry import, the main_description will be the description for the transaction in the top header box. Description will be used for the credit and debit lines. If no main_description is supplied, the first description will be the main description.
  • (01-03-2024) Added the ability to add Recuring Journal Entries. From Journal Entries, select Recurring. Users will then see a table of Recurring Journal Entries that have been created. This table will show the Entry Start, End, Next Dates along with the Interval, Monthly, Quarterly, Annual, Fund Name, Entry Description, Amount, and the Employee that created the Entry. In the left-side menu, there is now an option to Create Journal Entries and Add Recurring. The Create Journal Entries will allow users to process the Recurring Journal Entries. Add Recurring will allow users to create a new Recurring Journal Entry. Users will set the Interval, Start Date, Next Date, End Date, Description, and then complete the Fund Entry information. The Create Journal Entries will turn red in color if there are Journal Entries that need to be created. This would happen if the Recurring Journal Entry is Next Date is today or prior to today's date. When using Recurring Journal Entries, the Journal Entry will post on the Entry's Next Due Date automatically. If users are using the Journal Entry Approvals, then the created Journal Entry will be in the Approval bucket.
    Added a Reverse Date field to the Edit and Create Journal Entry data entry screen. The Reverse Date field will allow users to enter a date for the Journal Entry to be reversed on. When posting the journal entry, both journal entries will be posted. The Reversal Date can be a future date.
    No permission changes.
  • (11-06-2024) Added the ability to export the audit details for a revenue share transaction. This export will be a .csv file and be based on the calculation dates selected for the revenue share.
    Things to note: If revenue share posting date is in the same time frame as the calculation dates, users can use the export prior to posting to preserve fund balances for audit records.
  • No release notes yet for this year.
  • (08-07-2024) Updated the logic when using minimum admin fees. The logic will look back 12 months from calculate date. If this causes an issue, then users should try checking the Use Post Date For Min Fee Calc on the admin fee. If checked, the yearly minimum fee will be determined by the post date. If left unchecked, then it will be the default of using the calculation date to determine the yearly minimum fee.
    Updated the description fields to display dates used for prior year calculation in the fee description line. For example, Fiscal year Minimum $250 for 1% Contribution (0.00% of 30,017.58) (60.56 min fee balance 2023-07-01:2024-06-30)
  • (02-10-2024) Admin Fees: Resolved an issue that when creating an Admin Fee, users will receive an error "That Decimals Entered are Not Decimal."
  • No release notes yet for this year.
  • (11-27-2024) Tax Receipts: Resolved an issue with printing yearly tax receipts, envelopes, and emailing yearly tax receipts in bulk. The background job was no longer appearing except under the My Jobs area. This has been resolved, and the background job is now visible in the recent job list. This was caused by the refactor work to bulk actions.
  • (11-06-2024) Resolved an issue with donation types that are inactive appearing on donation edit. This will no longer pull in inactive donation types when editing a donation record.
  • (11-01-2024) Resolved an issue that when using a filter on the bucket, the save as option was missing.
  • (10-30-24) Resolved an issue when making a Multifund Donation. The profile payment was hitting the till account and then the stock deposit account instead of the undeposited checks and cash. Users will need to create an offsetting journal entry and can reach out to support@foundant.com with questions.
  • (10-25-2024) Resolved an issue with the {{donation_id}} merge field no longer working in the Donation Notify Email.
  • (10-11-2024) Resolved an error in Recurring Donations > Recurring Notify. An error would appear instead of redirecting the user to the Portal notifications.
  • (10-07-2024) Resolved an issue when processing a public security donation by adding securities to the donation and then editing the donations deposit account. The donation would record in the first deposit account instead of the newly selected deposit account.
  • (10-04-2024) Resolved an issue with multi-fund donations that were printing receipts/letters separately for each fund when the client goes and prints it out from the donation Receipt bucket. This was printing all of them separately when processing tax receipts in bulk. Also resolved an issue where the amount column was empty in the tax receipt bulk process.
  • (10-04-2024) Resolved an issue with bulk tax receipt process creating a red error.
  • (09-20-2024) Resolved an issue with tax receipts not emailing in bulk.
  • (09-20-2024) Resolved a profile id error from the Giving Hub that would no allow donors to donate.
  • (09-04-2024) Enhanced the Public Securities workflow. Added the ability to import of stock on the donation record and sell of stock. Updated the securities table to use commas and six decimals places for Quantity and Unit Cost. Description will auto populate using the stock name and quantity of stock on look up of stock during creation, but not on edit of a security. Users have the option from the left-side menu to Upload file. This will allow for a .csv file with symbol, qty, description, unit_cost. Symbol and quantity are required fields on the import. User can use the csv template on the left-side menu to download the template for importing.
  • (09-03-2024) Added the ability to Create Grant Cards to the left-side menu on a donation record. This allow users to easily create Grant Cards from a donation.
  • (07-10-2024) Resolved donation edit issue by putting back html_attr_name that was removed.
  • (07-03-2024) Added a new field to the donation record called Donation Comment. If a donor enters a Donation Comment, this field will auto-populate onto the donation record. Donation Comment is located on a donation record above the Custom Message field. This new field was added to improve workflows for users when processing donations and eliminate the need for copying notes into the donation record.
    Templates: Donation Comment merge field, {{donation_comment}}, is available on tax receipts and tribute letters.
    No Permission changes with this release.
  • (05-07-2024) Summit Idea Lab: Removed the confirmation yes or no before printing for Tax Receipts in bulk workflow.
  • (03-25-2024) Updated the message for Recurring Donation Reminder Days. This will now state it must be a whole number and not a decimal.
  • (03-18-2024) Added new content areas for Recurring Donation reminders: Recurring_donation_reminder_body and Recurring_donation_reminder_subject. These new content fields will need to be completed to use the automatic reminder emails for Recurring Donations. Recurring Donation Reminder Days in Donation Portal Settings will need to be entered.
  • (03-18-2024) Added Recurring Donation Reminder Days in Donation Portal Settings. This new field will allow users to select a number between 7 through 90 days to have the reminder email to send automatically. Donation content fields will need to be completed prior to email sending. By entering a 0 in this field, this will disable the emails.
  • (03-15-2024) Enhanced the organization of the Donation Content area by creating separate tables for Donation Communication Content and Donation Portal Content. This was done to help organize the content areas.
  • (01-12-2024) Resolved an issue with the log in Donations no longer logging upon creation of donation record.
  • (11-06-2024) Resolved an issue with an invoice that has been paid and then unposted. Users were unable to repost the invoice.
  • (07-03-2024) Enhanced Invoices by introducing the buckets workflow. This will allow users to easily identify the invoices that are New, Posted, Unsent, or Paid.
    -The New bucket will have Invoices that have been created but not posted. This bucket will allow for bulk action to Post All.
    -In the Posted bucket, users will be able to Email All, Print All, or Mark Sent using left-side menu items and bulk actions. Invoices will stay in the Posted bucket until the invoice is Paid.
    -The Unsent bucket will allow for users to easily identify which invoices have not been marked as sent. Once an invoice is paid, it will move to the Paid bucket.
    No permission changes with this release.
  • (02-15-2024) Resolved an issue when applying a Credit Memo; it was rounding the amount and not applying the full amount.
  • (12-11-2024) Payments: Resolved an issue with being unable to delete a profile payment when the payment method is Public Security. Users will be able to create a profile payment public security - payment can be created, valued, sold, then donations/invoices can be added, posted, unposted, deleted. without undoing the security sale. The payment cannot be deleted before the sale is removed.
  • (09-04-2024) Added Public Securities as a payment method in Payments. This will allow users to add multi-fund donations. From Payments, users will enter date, fund, and public security. Users will be prompted to the Add Securities table, import is available from left-side menu. After Securities are added, the users can then apply amounts through donation, invoice, or tickets.
  • (11-05-2024) Resolved an issue when canceling a pledge. If you had more than one tab open, you could cancel it on both tabs.
  • (04-22-2024) Resolved an issue on a pledge record with a historical donation linked as a payment line. When attempting to edit the schedule, users will receive an error messages and removes lines.
  • (04-12-2024) Resolved an issue with any installment paid cannot have payment schedule edited. When saving, it would remove dates and gives date error.
  • (02-07-2024) Added the Pledge/Promise frontend import. This will allow users to import pledges/promises. The newly created Pledge/Promise will import into the New bucket for Pledge/Promise. From the New bucket, users will be able Edit and Commit/Post the Pledge/Promise. Note the following on the payment schedule import which is calculated from the first payment date:
    • If the first payment date is entered as 1/31/2024, then the rest of the payments will be 2/29/2024, 3/31/2024, 4/30/2024, etc.
    • If the first payment date is entered as 1/30/2024, the following dates will be 2/28/2024, 3/30/2024, 4/29/2024, etc.
  • (02-05-2024) Resolved an issue with a canceling a historic pledge. Enhanced the historic pledges to only have the cancel option per line item to allow totals to calculate correctly.
  • (01-12-2024) Resolved an issue with migrated pledges not allowing donations to be linked.
  • (11-05-2024) Resolved the penny rounded error within the database calculation method and how it handles rounding during sell of securities. To eliminate the rounding error, the review page has been removed; users will now see a Post button at the bottom of the entry table. This will also impact the importing of sell transactions as once they are imported, they will post automatically.
  • (10-07-2024) Resolved the rounding on sale transactions causing a penny rounding issue.
  • (09-16-2024) Resolved an issue allowing for the transaction to have an imbalance.
  • (09-04-2024) Added the ability import the sale of securities. Users will enter the sale date and account information. The fund field will auto-populate using the fund from the donation record and accounts. Users will enter the quantity, sale amount, and fee amount. Transactions have will now Ref public_security id.
  • (08-13-2024) Resolve an issue when using 6 decimals on gross sale of public securities.
  • No release notes yet for this year.
  • (06-21-2024) Resolved an issue with custom fields non being recognized when filtering during creating checks. Added more custom field options when selecting filters in custom reporting.
  • (02-08-2024) Resolved an issue with the AP report showing with multiple payments on vouchers showing twice on the report.
  • (12-13-2024) Resolved an issue with a platform timeout with NACHA records.
  • (11-08-2024) Updated the NACHA file to remove accidental spaced entered for the account or routing number. This was causing an error on the file download.
  • (06-26-2024) Resolved an issue when creating checks. The Too Many Tables error would appear.
  • (05-01-2024) Updated the CPA005 NACHA file to input the payment code. To use the new field for the CPA005 file, users will need to make sure in System Data that the ACH format is listed as CPA005. Once this setting is enabled, on the Vendor designation, there is a new field called CPA005 Payment Code. This will allow for users to input the 3 digit Payment Code for the vendor. If there is no data entered, the default payment code of 450 will be used.
    No permissions changed for this release.
  • (04-19-2024) Resolved an issue with Creating Print/Download Documents when scholarship and grants were included on the same check batch.
  • (03-08-2024) Resolved an issue where a check could be deleted leaving a general ledger transaction orphaned.
  • (03-08-2024) Resolved an issue with multi-fund checks have repeating TransID numbers.
  • (02-23-2024) Resolved an issue with the Check Post/Unpost Email was displaying the Anonymous Fund Names.
  • (09-16-2024) Enhanced distributions to look at the distribution start date on the fund record. If the distribution start date is beyond the create date, the fund will not be processed.
  • (02-02-2024) Resolved an issue that when using the Semiannual Distribution Interval on a fund, it would filter the fund from the report.
  • (01-30-2024) Resolved an issue with the hyperlink for a balance having a permission error.
  • (12-20-2024) CAD Clients: Updated the Grant Connect to display the crawl date when processing grants charity check or charity check in bulk. For users with Grant Connect enabled, a grant record will have Last CRA Refresh field which will display the crawl date. On the grantee record, the Last CRA Refresh field will display the last crawl date. When reviewing the Show Charity Log, the timestamp will still display the last time the charity check was ran for that grantee.
  • (12-17-2024) Added the currency field to the grant import process. This enhancement allows users operating in a multi-currency environment to import grants in various currencies. Users will only need to use the currency field when importing non-default currency. When a grant is imported, it will initially display in the system's default currency. Once the grant is posted, the user will see the system's currency and the multicurrency on import if it is different than the system's currency. This feature improves support for multi-currency setups, making it easier to manage grants in diverse currencies and ensuring the visibility of both the imported and system currencies.
  • (12-09-2024) Resolved an issue when creating a batch of vouchers with 50 or more grants, the voucher date would use the payment date instead of the voucher date that was set during the bulk process.
  • (11-22-2024) Recurring Grants: Resolved an issue with the recurring grants report was no longer filtering to the grants that are due after the bulk action refactoring. Updated the report on Create Grants to reflect only grants that need to be processed based on their due date.
  • (11-13-2024) Enhanced the Grant buckets with the ability to bulk set decision dates. Users will see Edit Decision Date in the left-side menu within the New, Approval, and Voucher buckets. Selecting the Edit Decision Date will open a list of grants and a date selection field. The date entered will then apply to all or individual grants based on the users selection of all or selecting individual grants from the list.
  • (11-08-2024) Resolved an issue that the filter was removed when moving grants to the complete status. 
  • (11-08-2024) Modified the Grant Request workflow. Currently, if the grantee is changed on the grant, we leave the grant request with the original grantee if the grant is posted, and then log the change. We are going to update the ability to delete a grantee if there are requests that are not tied to a grant. If there grant requests tied to a grantee that a user is trying to delete, it will give a yellow warning and the option will be to make the grantee inactive.
  • (11-01-2024) Resolved an issue that when using a filter on the bucket, the save as option was missing.
  • (10-14-2024) Resolved an issue the with Recurring Grant Reminder Days field being removed accidently from Grant Settings.
  • (10-08-2024) Resolved an issue with conditional grants not recording the conditional journal entries if the default internal grant account was not set. This restriction has been removed.
  • (10-07-2024) Resolved an issue with bulk approve grants was throwing a red error.
  • (10-02-2024) Resolved an issue with grants no longer being able to send to GLM.
  • (09-23-2024) Resolved an issue with the Set Grantee was bulk action was removed in GLM bucket in grants. (Integrated sites only)
  • (09-20-2024) (Idea Lab Live) Added the ability, when approving a grant, to go back to the approval bucket. This will allow for up to three options: go to approval bucket, next grant, or original grant.
  • (09-20-2024) (Idea Lab Live) Added the memo line to the payment schedule. This will allow users to enter the memo line as they are entering the payment information.
  • (09-16-2024) Updated the max occurrence to 1000 for Recurring Grants.
  • (09-16-2024) Content: Resolved an issue with the Grant_unpost_notify_email_body sending to fund advisors even if the content was not set.
  • (07-26-2024) Resolved an issue with a voided check error with integrated grant.
  • (07-17-2024) Resolved an issue with not being able sending Grants to GLM in batch from CommunitySuite.
  • (07-12-2024) Resolved an issue with multi-fund grants unable to be refunded.
  • (06-20-2024) Updated Guidestar powered by Candid logic to allow for Grantee’s with a 501(c)(3)Private Operating Foundation subsection_description per the IRS to pass the charity check.
  • (06-17-2024) Added Decision Dates and Check Memo fields to the grant import template.
  • (06-14-2024) There is a new Grant Content Area for Recurring Grant Reminders: Recurring_grant_reminder_subject and Recurring_grant_reminder_body. This will allow users to send email notifications to the fund advisors to remind them of upcoming grants. Users will also need to set the Recurring Grant Reminder Days in Grants Settings. These content areas and settings will not be functional until the Portal is released.
  • (06-05-2024) Summit Idea Lab - Enhanced the Paid bucket in Grants to a custom report to allow for filtering options. This will also allow for the ability to select grants in bulk or individual grants to move to Complete bucket.
  • (05-22-2024) Added the ability to refund grant to spendable. When refunding a grant from a fund with track spendable enabled, a new checkbox "Apply to Spendable" will appear in the refund box. Checking Apply to Spendable will add the refund amount into the fund's spendable balance.
    No permission changes.
  • (03-29-2024) Creating documents in batch is now a background job to prevent timeout errors when processing a large number of grant/scholarship documents. Once the job is complete, there will be a download and print option by selecting download/print files from the left-side menu. The file (batch_grant_document.docx/pdf) are saved to the check batch and can be found by selecting the batch id in the grant document bucket.
  • (03-29-2024) Resolved an issue that was allowing an approved grant to be approved again. Added an alert to notify the User that the grant has already been approved.
  • (03-18-2024) Enhanced the grant approval workflow to allow users to continue to the next approval or view the current grant. When all grants that require approval are processed, approvers will land on the last grant approved.
  • (03-15-2024) Enhanced the organization Grants Content area by creating separate tables for Grants and Grant Catalog contents. This was done to separate grant content from the grant catalog content for easier identification.
  • (03-11-2024) Idea Lab Live: Added a new content area in Grant's Content called Grant_award_letter_email_subject. This will allow users to customize the subject line for award letter emails. This field will not allow for html.
  • (03-08-2024) Idea Lab Live: Enhanced the Grant Approval process to automatically redirect users to the next grant requiring approval. This will now mimic the voucher approval workflow. This new workflow should allow for an easier workflow when processing grant approvals.
  • (03-08-2024) Idea Lab Live: Enhanced the Approval Bucket to now display the approval percent.
  • (03-08-2024) Idea Lab Live: Enhanced Spendable Grants to have checkboxes to all users to select which grants to create. This will allow users a more flexible workflow with spendable grants.
  • (03-06-2024) Nonprofit Directory donations will auto create a grant to the nonprofit. The grant status will be new. The description on the grant will be "Donation from Donor Last Name, Donor First Name". The grant award is the gross amount of the donation.
  • Updated the grant request, Change Grantee to a search of grantees vs a drop-down list of all grantees. The drop-down was creating performance issue for clients.
  • (02-14-2024) Added new functionality to Recurring Grants that will copy attachments from the Recurring Grant to the new grant that is created.
    No Permission Changes.
  • (02-14-2024) Added a new left-side menu on historic grants: Delete all historical vouchers and checks option. This will allow users to delete vouchers that migrated incorrectly and then add the correct voucher and payment information.
  • (01-10-2024) Resolved an issue with "OK, override balance check anyway" option to ignore balance, spendable no longer working.
  • (01-04-2024) Resolved an issue when creating a voucher on a grant; the employee id was missing and not allowing the grant to move along in the process.
  • (11-06-2024) Updated the grant cards to automatically send out a grant notification to the donor when using the checkout workflow on the Giving Hub. This email notification will use the Grant Card Template.
  • (09-03-2024) Updated Grant Cards to a bucket system to show New, Posted, Open, Expired, Canceled, and Completed to help streamline workflows. From a Grant Card Groups, the Expire Date and Balance have been added to the table. On the Grant Card ID, added the Receipt Sent timestamp to the Grants table.
  • (12-20-2024) Grant Catalog: Added the ability to hide the donate button from Fund Advisors, when they are logged into the Portal. This option can be enabled in Grant Catalogs, Detail tab of an individual catalog, Hide donate from Fund Advisor. With this enabled, fund advisors will be directed to a grant request for the catalog instead of the online donation.
  • (11-27-2024) Grant Catalog: Resolved an issue with the grant catalog appearing in the legacy fund advisor portal outside of the catalog start and end date. Also, resolved an issue with the grant catalog request form being available outside of the end date.
  • (11-22-2024) Resolved an issue when integrating a grant catalog. The file was rejecting capitalized .JPEG. The file will no longer be case sensitive for image files.
  • (11-08-2024) Grant Catalog: Resolved an issue on a grant catalog. Enabling the Hide Donate button would hide on the Giving Hub, not for fund managers accessing the grant catalog in the Portal.
  • (11-08-2024) Grant Catalog: Resolved an issue on a grant catalog request form. The applicant was able to submit a request without all of the required fields completed.
  • (10-02-2024) (Idea Lab Live): Added the ability to archive grant catalogs. In the left-side menu, users will see the Archive Grant Catalog and Unarchive Grant Catalog. Selecting Archive Grant Catalog will show a list of open grant catalogs. Users can select all or individual catalogs to archive. Using the Unarchive a Grant Catalog, users will see the list of archived catalogs and can select individual or all catalogs to open. Once a grant catalog is archived, on the Detail tab of the catalog, the archived time and date stamp will appear at the top of the Details section in a red box. This will help easily identify archived grant catalogs. The grant catalog list will default to an unarchived list of grant catalogs. Remove the filter to see all grant catalogs.
  • (04-05-2024) Resolved an issue when using the new Donation Portal, the grant catalog description was no longer displaying and corrected the requested/funded information on a non-funded grant. Also, modified the donation button behavior.
  • (01-04-2024) Resolved an issue with the grant catalog blocking donations to funds if the request date is in the past, instead of looking at the catalog end date.
  • No release notes yet for this year.
  • (12-5-2024) Added the ability to set the decision date on a scholarship in bulk. This action can be found in the left hand menu from the New bucket in Scholarships.
  • (11-25-2024) Scholarships: Resolved an issue when applying a filter on the Open bucket and selecting Batch Approve. The filter was removed.
  • (11-08-2024) Scholarships: Resolved an issue with the Scholarships Document tab including voided checks in the total count. Scholarships Document tab should now reflect number of scholarships ready to process documents.
  • (10-02-2024) Added the confirmation back to bulk pay when processing scholarship payments.
  • (09-27-2024) Integration: Resolved an issue with a Synced Scholarship that has deleted installments only in SLM. Added the ability for clients to delete the deleted installments within CommunitySuite to allow systems to reflect the correct data.
  • (09-23-2024) Resolved an issue with Set Student bulk action was removed in SLM bucket in scholarships. (Integrated sites only)
  • (09-20-2024) Resolved an issue when pay_date is not expected format error when using bulk scholarship pay.
  • (09-20-2024) Resolved an issues from bulk pay scholarships that would not allow incorrect date fields. It would only accept (YYYY-MM-DD) format. Updated the error to an alert.
  • (09-20-2024) Resolved an issue that when using bulk pay in scholarships, the checkboxes no longer appeared.
  • (08-13-2024) Resolved an issue scholarship award letter, when there are is not a payment schedule.
  • (06-17-2024) Added the Decision Date field to the Scholarship import template.
  • (04-29-2024) Resolved an issue where scholarship letters were unable to print in batch.
  • (03-29-2024) Creating documents in batch is now a background job to prevent timeout errors when processing a large number of grant/scholarship documents. Once the job is complete, there will be a download and print option by selecting download/print files from the left-side menu. The file (batch_grant_document.docx/pdf) are saved to the check batch and can be found by selecting the batch id in the grant document bucket.
  • (02-09-2024) Added Bulk Close or Bulk Open the to List of Scholarships. The two new left-side menu items, Close and Open, can be found in Scholarships and then Scholarships. Once a user has applies a filter to the list of scholarships, then they can use the bulk action. There is also new bulk actions in the Scholarship Paid Bucket to allow user to select which Scholarship Awards to move from the Paid bucket to the Completed bucket.
    No Permissions have been changed with these updates.
  • (02-07-2024) Added the ability to set a scholarship to pay Student. This can be enabled on individual Scholarships. Select the Scholarship id and then Edit from the left-side menu. There is a new checkbox on the Scholarship Pay Student. With this checkbox enabled, when a scholarship is awarded to a student, they will no longer have to have the Grantee Designation. It will allow the student to pass through Grants and Vouchers without being designated as a Grantee. When selecting the Student name in the Grantee field on the Grant Id, it will show as an invalid Vendor id since the student does not have a vendor designation.
    *Use Case: Hardship Scholarships would be a good case use for this functionality where the scholarship is being paid directly to the recipient.
    No Permission changes.
  • (01-17-2024) Resolved an issue when users are processing a Scholarship with Post By Payment checked are able to delete scholarship expense general ledger entries.
  • (01-12-2024) Resolved an issue with the "OK, override balance check anyway" option to ignore balance spendable no longer working.
  • (01-03-2024) Created a new endpoint for SLM integrated sites to allow for Scholarship ids to be displayed in SLM. This will allow the CommunitySuite Scholarships to display in SLM as a list. Any updates to scholarship names, new scholarships, or removed scholarships in CommunitySuite will be updated in SLM. This will allow SLM users to set the CommunitySuite Scholarship id on the scholarship opportunity before syncing to CommunitySuite. If the Scholarship award is linked with a Scholarship selected from SLM, CommunitySuite users will not have to Set Scholarship for the awards. Once the scholarship is synced, CommunitySuite becomes the system of record.
  • (06-09-2024) Resolved an error that was not allowing a User to delete a voucher from the split interest table.
  • No release notes yet for this year.
  • (08-28-2024) Updated recurring vouchers to no longer have an address field and instead to pull from the Primary or Pay selection on the profile address. This should eliminate the inactive address being pulled into the voucher creation as long as the inactive address is not marked as Primary or Pay.
  • (07-30-2024) Resolved an issue when creating a voucher. The quantify field would not accept decimals below 0.
  • (03-04-2024) Enhanced the red warning to “Please select a fund” from “Please select a Funit” in voucher creation.
  • (07-03-2024) Added the ability to refund vouchers from the voucher record. Users will select a paid voucher and use the refund from left-side menu. Refund will allow for partial or full refund amounts and more than one refund on a voucher. If the voucher has several accounts, the refund will split by percentage into the separate accounts. Upon creation of the refund voucher, the refunded amount will be marked as ready for deposit into the till.
  • (06-21-2024) Updated the voucher creation process to use the Default Account that is set on a vendor record.
  • (06-17-2024) Added the Check Memo line to the Voucher import template.
  • (06-13-2024) Resolved an issue with filters not working correctly using is or is not on the paid bucket for vouchers.
  • (04-02-2024) Resolved an issue with the Voucher Permissions Missing. This would require a user or Foundant Staff to open Voucher permission and select save for new sites.
  • (03-29-2024) Resolved an issue that was displaying historical vouchers in Accounts Payable.
  • (02-08-2024) Resolved an issue with voucher approvals sending to an incorrect email, since it was not pulling from the email from an old employee table, which did not allow users to update. Added new logic to pull the email from the user's profile email.
  • (01-12-2024) Resolved an issue with the "OK, override balance check anyway" option to ignore balance spendable no longer working.
  • No release notes yet for this year.
  • No release notes yet for this year.
  • (10-31-2024) CRA Reporting: Added Schools to the list of Grantees on the T3010 report. This will allow scholarship grantees to populate for yearend reporting for Canadian clients.
  • (04-08-2024) Resolved an issue with the Student T4A would not export.
  • (02-28-2024) Added the ability for a custom date range for the Student T4 report.
  • (02-14-2024) CRA Reports: Added Address Line 2, fiscal year and divisions to all reports. Added First and Last Name columns to the Student T4 Report. Added the requirement of needs 1099 to the Vendor report. The label will stay Needs 1099 on the vendor record at this time. Resolved an issue with the Student T4 report pulling in scholarships to the School and not calculating refunds or cancelations.
  • (01-03-2024) Added the T3010 and T4A Report for Canadian clients. CRA Reporting will replace the 990 report and 1099 report for the US users. In System Data, if the country is Canada, users will see these two reports under Reporting in the CRA Reporting object. The reports will be based on calendar year. The T3010 report will provide Grantee ID, name, address, BN Registration Number, and total amount granted for calendar year. The BN Registration number will be populated from the FEIN field on a profile. The report will include Schools/Universities as grantees. The T4A Student report will have Student Id, name, address and total amount paid in scholarships for the calendar year. Also added the T4 Vendors report. This will allow Canadian clients a report with vendors that have been paid in the calendar year. This table will show VendorID, Name, Individual Y/N, BN, SSN, Address, City, State, Country, and Total Amount paid for the year. Users will not have to set 1099 information on a Profile or Account for this report.
    Permissions updated to reflect T3010 Report.
  • (12-18-2024) Added YTD Budget with Prior Year actual to Edit Options on the Income Statement. This report will show the date range of the report in the actual column, budget for the date range, YTD Actual, YTD, Budget, YTD difference, Year Actual, Difference, and Prior Year Actual.
  • (12-04-2024) Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements along with customizing report titles and columns. In Financials, users will find Content in the left-side menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with the following merge fields: report date, title (this will pull the title from the Financials Settings), filter values, report timestamp, and report title. Settings is also a new left-side menu that will allow users to rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left-side menu option called Publish. Print will be a print option with the header and footer content areas added. Print will remove all lines on the report and it will print on a white background. Once Print is selected, the column sort, show, and title will appear. Users can use this to reorder columns and relabel the columns. The show will allow users to remove a column in the print. Once a user selects a report, the left-side menu will collapse all other reports into Reports to allow for easier option selections. Added the timestamp to the bottom right hand corner of the report in CommunitySuite and Print Page option.
    When using Print, users will need to use the content area to add the titles to the report, dates, and filters to the report header.
    Permission: Added permission for Settings. Will be released with Admin Permission only.
  • (12-04-2024) Updated the financial reporting to roll up the left-side menu once a report is selected. This will allow for options in the left-side menu to be more visible to users. We have updated the columns for Month over Month, Year over Year, and etc. to display the date range of the column header. If the financial report is over 2 time periods, the Change and Percent columns will display.
    Added Fund Custom fields to as an Edit option. This will allow for users to have columns based on fund custom fields.
    Renamed the Cash Flow report to Balance Change. This report shows balances over a time frame. This will help when tracking change in balances for the Balance Sheet accounts.
    Renamed the Cash Balance Report the Balance Trend report. This will allow users to track trends of the balance sheet accounts.
  • (11-14-2024) Added an Inception Report for funds. This will be a new left-side menu option in Financials called Inception Report. This report is similar to the audit report, but it will calculate from the first general ledger transaction to an selected end date. There will not be a beginning balance column since all funds start with a zero dollar balance at inception. This will display closed funds. This report will be allowed for closed periods only. In the raw export, users will see that fund created date.
  • (11-08-2024) Financials: Resolved an issue with the Audit Balance report. When trying to use the column financial year, users would receive a red error.
  • (08-07-2024) Updated Financial reports to allow for Fund Custom Fields as filters. Users will not be able to use custom fields that are nested list and multiselect.
  • (08-06-2024) Resolved an issue on the Investment report with it not handling funds with negative balances correctly, leading to inaccurate calculations. The calculation logic has been updated to ensure accurate reporting for funds with negative balances. The change here is the in/out columns in the investment report are calculated from begin + invest - end = in/out, allowing the report to balance to the general ledges. Users must add levels to their accounts when generating the Investment report. Additionally, when using a pool, ensure that the parent account is correctly configured, as a lack of balance in the parent account can lead to calculation errors. There is a new left-side menu option in General Ledger called Recalc Invest. Clicking this will recalculate the report, if users have not closed the books with the new logic.
  • (06-09-2024) Resolved an issue that was not returning the correct amount when creating an income statement with the option Budget by Fund.
  • (05-07-2024) Summit Idea Lab: Enhanced Financial Reporting to include fund attributes in the raw export. These fields include: fund groups, subgroups, division, segments, agency, with donor, supporting org, DAF, affiliate, investment strategy, investment strategy id, created date, close date, endowed and track spendable.
  • (04-26-2024) Resolved an issue with French Characters and special characters not exporting correctly on Financial Reports.
  • (04-12-2024) Resolved an issue when using filters on the Account Balance and Account Activity reports, the report would include the wrong account types. The Account Balance report will be limited to all balance sheet accounts and the Account Activity report will be limited to the revenue and expense accounts.
  • (03-06-2024) Added Investment Strategies as an edit option for Balance Sheet and Income Statement Reports.
  • (01-12-2024) Resolved an issue with the Loss of [edit] for the date when viewing GL transactions from a financial report.
  • (12-5-2024) Resolved an issue with a client site using an account name with a colon this would not allow fund statements to populate. Updated the fund statements to only populate with Accounts that have balances.
  • (09-04-2024) Added the Fund Statement Template List to [Display} and then fund advisor table [template fields]. This will allow users to see the template fields list per fund advisor.
  • (03-07-2024) Resolved an issue with the Fund Statement Email content [statement_date] field no longer in human units.
  • (02-12-2024) Resolved an issue that when using a Format with Include Subfunds, it was working incorrectly. Rollup will now roll up the subfunds on the fund statement.
  • (01-31-2024) Resolved an issue with the Investment Section of Fund Statements not populating correctly.
  • (01-12-2024) Resolved an issue with the Funds [display] function of Fund Statement Group Blocked by Content Security Policy.
  • (12-18-2024) Resolved an issue when using the Load Report option on bucket the saved reports were removed.
  • (12-17-2024) Custom Reports: Added Fund Cart report for users to easily report on Fund Advisors abandoned carts. This new report provides users with an easy way to track and analyze carts that have been abandoned by Fund Advisors.
  • (12-12-2024) Custom Reports: Resolved an issue when trying to filter a report by Fund Advisor, this would cause a red error.
  • (12-09-2024) Financials-Audit Balance Report: Resolved an issue when using the QEV quarter option on the Audit Balance Report, the values were still displaying in old date order.
  • (12-06-2024) Dashboards: Added the ability to customize dashboard colors for a site. This new option is located in System Data's left-side menu and is called Dashboards. In this menu, users will see a list of default dashboard colors. Users can change the colors by clicking Edit in the left-side menu and then selecting a color. Using the color picker or HEX code, users can change each default color to a customized color. Once the customization is complete, select Save. This will apply colors for all users in a site to the customized colors. These colors will also be applied to the Portal > Fund Advisor tab if the Show History Option is enabled.
    Permission: There is a new Dashboard permission for this release in System Data Permissions. This will be deployed with Admin permission only.
  • (12-5-2024) Added the ability to set the decision date on a scholarship in bulk from Custom Reporting. This bulk action can be used with reports using the scholarship id field.
  • (12-5-2024) Custom Reports: Added new Custom Reports: Financial Current Balance, Financial Trailing 12 Month Balance Trend, Financial Current Income, and Financial Trailing 12 Month Income Trend.
  • (12-05-2024) Dashboards: Added four more Dashboard options for Financials: Current Assets vs Liabilities, Current Revenue Vs Expenses dashboards, Trailing 12 Month Balance Trend, and Trailing 12 month Income Trend. These dashboards will not be impacted by date ranges. These new dashboards will be available for users that have Fund permissions.
  • (12-2-2024) Custom Reports: Resolved an issue when changing an address capitalization. It did reflect on the primary address fields in custom reporting.
  • (12-02-2024) Custom Reports: Resolved an issue when using bulk actions for scholarships or grants award letters. The bulk action was not filtering the awards that were marked as needed award letters. Instead, it was creating award letters for all grants and scholarships.
  • (11-26-2024) Reports: Resolved an issue when using the filter search in Reporting that uses contains or begins with. The user would receive a red error.
  • (11-25-2024) Custom Reports: Resolved an issue with using the IS NOT modifier when using the Upload IDs feature in reporting.
  • (11-20-2024) Dashboards: Updated the look of the the dashboards by creating more of a card layout with the titles in the top header and adjusted the formatting.
  • (11-18-2024) Reports: Resolved an issue with the upload id's functionality is throwing a red error instead of importing the id's.
  • (11-14-2024) Dashboard: Resolved an issue with the Top Schools by Student Count chart that would not display when using My Dashboards.
  • (11-14-2024) Custom Reports: Added a Fund Payout Report to reports that includes funit. Once a report with a filtered list of funds are selected, this option will be located in left-side menu with bulk actions. Once the Fund Payout Report is selected, users will select a calculation date and payout formula.
    Grant payout formulas:
    -Candid Method is based on grants made this year divided by assets held at the end of last year.
    -One Year Method is this year’s grants divided by this year’s end-of-year assets plus this year’s grants on the assumption that all money in a DAF at any point of the fiscal year was available for grantmaking.
    -3-Year Averaging of Assets to Last Year (LY) is grants this year divided by the average value of assets last year, the year before last, and two years ago.
    -5-Year Averaging of Assets to Last Year (LY) is grants this year divided by the average value of assets from five year ago to last year. For 2024, this means grants made in 2024 divided by the average of assets held at year-end in 2019, 2020, 2021, 2022, and 2023.
    Things to Note: Users will want to use a calendar year end date for the calculation date. If a users, selects mid year date, the formula will calculate with the partial year balance and the following 3 year’s balances.
  • (11-13-2024) Custom Reports: Added a Manual Instructions to using the reporting API. This will allow users to run the report with additional reporting sources. Users will need to create the correct request with the SIGNER and SIGNATURE header values as well as parsing the response JSON schema and results data. The new instructions will be found in the enable API and the Raw Report API Access Instructions.
  • (11-07-2024) Custom Reports: Updated the RSVP count to match the detail tab on the campaign with the total number of RSVPS. The report was using the is_doner flag as a filter on this report automatically. With this filter removed, users may see duplication for profiles that have more than one guest.
  • (11-07-2024) Custom Reports: Updated the Grant Payment Default Report to use the updated payment date field. This resolved the user having to edit and save this report to remove the yellow warning.
  • (11-01-2024) Custom Reports: Resolved an issue with multi-filter reports not allowing is not filters or null.
  • (10-28-2024) Custom Reports: Resolved an issue with bulk actions for scholarships within custom reporting. Creating a scholarship report and using bulk actions would allow a user to pay scholarships that were not posted or still in the New bucket.
  • (10-28-2024) Custom Reports: Updated the custom reports to allow for fyear date options for sorting. This will be in preparation for the removal of the "edit" screen for custom reporting.
  • (10-24-2024) Resolved and issue when creating a Custom Profile report and then using bulk actions to add household members as guest to a campaign; none of the guest were added.
  • (10-02-2024) Added a new permission called Full Access. A user will need this permission to have full access to Custom Reports. If a user does not have this permission, they will only have the ability to view, export, and filter custom reports. With this permission, user will be able to delete any reports. This will also remove the API ability and scheduling reports.
    This will be released for anyone with Custom Report permission and may require updates from Administrators.
  • (09-20-2024) Custom Reports: Resolved an issue on a scholarship report. When drilling into the scholarship id, it would result in a red error.
  • (09-04-2024) Added a bulk action for Opportunity Stages from a profile report. Users will now be able to move a group of profiles from one Opportunity stage to another. New left-side menu under Bulk Actions called Set Opportunity Stage. Once Opportunity is selected, users will need to select the Opportunity and then Stage.
  • (09-04-2024) Power Bi Connector: We are excited to announce the release of the Power BI Connector, designed to enhance your reporting capabilities by integrating with Power BI. This new feature allows you to create detailed reports in Custom Reporting and seamlessly connect them to Power BI using the API. Easily connect report tables from Custom Reporting to Power BI using our new API feature. Build and customize reports in Custom Reporting and integrate them directly into Power BI for advanced analysis and visualization.
  • (09-04-2024) Custom Report: Added a Public Securities Sales custom report. This will allow users to populate a report with cost basis, gain loss, net deposit amount, post date pssh id, pub sec id, ref, ref id, sale amount, sale date, sale days, sale fees, sale qty, sale unit price, ticker symbol, security description, trans id, and unit cost. This report also includes all profile, account, admin fee, distribution and fund fields.
  • (09-03-2024) Custom Reports: Added Grant Card report that will display: grant card balance, cancel amount, cancel date, created timestamps, grant card amount, expiration date, card id, card code, require pin, and if the card is open or expired.
  • (08-27-2024) Custom Reports: Added Login to the profile report. This will allow users to easily see which profiles have a login populated.
  • (07-29-2024) Resolved an issue with Org Roles reporting reversed and showing the Org works at the Individual.
  • (07-25-2024) Resolved an issue with filter using philanthropic interest IDs. It would search number, but checkboxes are names.
  • (07-10-2024) Resolved an issue when using aggregates on reports. Users would have totals calculating for columns that are not being shown, and aggregate columns that are not being shown. These were causing red errors throughout Reports.
  • (07-03-2024) Donation Comment has been added as an option to Donation Custom Reports in the Donation Fields area. A note created on a donation can be reported on Donation Notes or a custom Note report. 
  • (06-24-2024) Custom Reports: Updated the Default Report list to no longer display as a bulleted list in Custom Reporting.
  • (06-21-2024) Custom Reports: Resolved with receiving a critical error on Donation Report in Custom Reporting.
  • (06-18-2024) Custom Reports: Resolved an issue with the Donation Notes field causing an error when pulling donation reports.
  • (06-14-2024) Custom Reports: Updated the Fund Reports and Distributions to allow for reporting on more than one distribution type. The new fields are Fund Dist Type Id, Fund Dist Type Name, and Fund Dist Type. These fields will provide an array for those columns. The Primary Distribution Type will be reporting in Dist Type Id, Primary Dist Percent, Primary Dist Type, Primary Dist Type Id, and Primary Dist Type Name. Added the Distribution Interval as a reportable field as well.
    Things to note: This update will remove the old Distribution fields on fund reports to allow users to use the new fields for correct and more efficient reporting. Users will need to update reports that used the old Distribution fields.
    No Permission Changes.
  • (05-20-2024) Dashboards: Resolved an issue with the dashboards not using the fiscal year data correctly when users have a financial offset from calendar year.
  • (05-14-2024) Updated scheduled emails to allow more than 255 characters in the email selection.
  • (05-13-2024) Resolved an issue on the fund note report. The drill down into the fund id was causing a 404 error. 
  • (05-08-2024) Resolved an issue when using a filter for IDs. The search checkboxes are names instead of the IDs.
  • (04-30-2024) Added a new report, Undelivered Emails. This report is located in Reports > Create Reports and then in the left-side menu next to Profile Email History. This report is a report of all Bounced or Dropped emails in the system. This will allow users to easily identify the emails status and the response. This report contains the following columns: date sent, name, email history id, email, subject, status, and response.
  • (03-25-2024) Custom Reports: Updated the file instructions for uploading id's. The instructions have been modified to the following: a column header is required instead of with or without a column header in the first row.
  • (03-11-2024) Idea Lab Live: Custom Reports: Added the report number next to the report name when displaying report.
  • (03-08-2024) Idea Lab Live: Custom Reports: Added approval fields to the Grant Status report in Custom Reporting. This will allow users to report on the approval information for a grant such as count, true, false, first/last dates, and percent approval.
  • (03-06-2024) Custom Reports: Added nonprofit tab as a field for fund advisor reports. Added enable donation as a field in profile reports.
  • (02-23-2024) Dashboards: Added the ability to apply Custom Reports filters to Dashboards. Users will also be able to save and load filters from the Dashboards. In addition, when using the print page with a Dashboard, the filters will remain.
  • (02-21-2024) Custom Reports: Resolved an issue with Custom Report ID filters Search pulling incorrect data. When entering data in the search field, it was displaying an incorrect list of results.
  • (02-08-2024) Dashboards: Resolved an issue with the Donor Dashboard was displaying incorrectly. Updated the New Donor tab to be new donors to the foundation.
  • (02-07-2024) Custom Reports: Added a Scholarship Program report. This will allow users to create a report with Scholarship Id, Scholarship Program Name, Scholarship Program Description, Auto Approve Scholarship, Fund Advisor Visible, Pay Student, and Post by Payment. In Custom Reports, choose Create Report, and then select Scholarship Program Report.
  • (02-02-2024) Resolved an issue that when sending scholarship awards to SLM from CSuite in batch, user would receive an error.
  • (01-10-2024) Custom Reports: Resolved an issue with Load function for reports gives yellow message -"Invalid reporting action 'load_report' "
  • (01-03-2024) Dashboards: Enhanced Dashboards to have Custom Report Filters. Users will now see a Filter hyperlink at the top of a Dashboard. Once filter has been selected, users will see a list of Custom Report Filters that are available to apply to the Dashboard. Current year will be a default filter for dashboards. If a graph does not populate once a filter is applied, the filter may not pertain to that graph. 
  • (01-03-2024) Custom Reports: Added a Scholarship Program report. This will allow users to create a report with Scholarship Id, Scholarship Program Name, Scholarship Program Description, Auto Approve Scholarship, Fund Advisor Visible, Pay Student, and Post by Payment. In Custom Reports, choose Create Report, and then select Scholarship Program Report.
  • (11-05-2024) Resolved an issue when using the Add the profile list unmodified. The list would drop the household members if the household was also on the list of profiles.
  • (10-24-2024) Resolved and issue when using custom reports to add household members as a guest from a profile custom report and then using the bulk action to add to campaign; none of the guests were added.
  • (09-16-2024) Resolved an issue with adding profiles to a campaign from the campaign Profile tab. Once the report was filtered, the Add to Campaign left-side menu option was no longer showing.
  • (08-22-2024) Resolved an issue when purchasing a ticket. The Profile Payment was not showing as closed and creating 0.00 AR balances. Invoices will now complete into the Closed status upon purchase.
  • (08-01-2024) Added the event_date_id merge field to Event Ticket Template. This will allow users to add the campaign id to templates.
  • (07-31-2024) Resolved an issue when creating a new campaign. If the selected category already had an existing request, the new campaign was incorrectly populated with details from the existing request. This issue has been resolved to ensure that each new campaign starts with a clean slate and is unaffected by prior requests within the same category.
  • (07-24-2024) Resolved an issue with adding Household Members as Guests to campaign when using bulk actions.
  • (07-10-2024) Resolved issue when creating auction documents for items that were completed, yet did not have a price. Now those things without a price are not included in the document.
    Templates: Added Verify/Test for Templates. This will test the template against aspose to verify no errors are on the template.
  • (05-13-2024) Resolved an issue when a user would delete a template from a ticket, it would cause a red error.
  • (05-09-2024) Resolved an issue that when importing tickets on a campaign, the values were posting incorrectly. The donation portion or the ticket was being recorded as an invoice, and the value portion was recorded as a donation. This issue has been resolved. The value portion of a ticket will now record as an invoice, and the donation portion will be recorded as a donation.
  • (04-29-2024) Resolved an issue with the link that was sent for guest registration. Updated the linking mechanism on these emails and templates to avoid the link being sent for several campaigns and donors.
  • (03-11-2024) Resolved an issue that when converting Guests to Profiles, the contact information of  email, phone, and address was left off.
  • (01-29-2024) Added the ability to name the checkout button when purchasing tickets on a campaign. This new field has been added to the ticket under the Ticket Header field. This enhancement will allow users to rename the button as a donor is purchasing a ticket. For example, if the the foundation has a free ticket, users could rename the button to say RSVP, instead of add to cart.
  • (01-29-2024) Added an additional content area in the guest check out screen. This new content block is Online_ticket_add_guest. This is found in Campaigns, left hand menu content. This content will be found on the add guest or Your Tickets page. This is a campaign content since tickets can be from different campaigns and display here all at once.

    No permission changes with this release.

  • (08-22-2024) Resolved an issue when purchasing a ticket. The Profile Payment was not showing as closed and creating 0.00 AR balances. Invoices will now complete into the Closed status upon purchase.
  • No release notes yet for this year.
  • (12-31-2024) Giving Hub: Resolved an issue when a donor selects a quarterly recurring donation option, they would receive an error.
  • (12-31-2024) Portal-Profiles: Resolved an issue on the portal to allow profiles without an address on their profile record in CommunitySuite the ability to add an address. Prior to this, a profile could only update an address, not create one.
  • (12-20-2024) Portal-fund Advisor: Added the ability to Hide the Donate button as an option when using a grant catalog with fund advisors. This option can be enabled in Grant Catalogs, Detail tab of an individual catalog, Hide donate from Fund Advisor. With this enabled, fund advisors will be directed to a grant request for the catalog instead of the online donation.
  • (12-18-2024) Giving Hub: Resolved an issue with the Nonprofit Directory images not being impacted with enabling dynamic images through styles.
  • (12-17-2024) Portal-Fund Advisor: Updated the Grant Cart to no longer be Review and Submit, if Fund Advisor Cart feature is enabled. The location of the button is to the top left of the review page. The button is relabeled Review Grant Request, and on the Review Page the button, Submit Grant Request. This is to provide a clearer workflow for fund advisors, when processing grant request. This update aims to provide a clearer workflow for fund advisors, making it easier to follow the process while reviewing and submitting grant requests.
  • (12-13-2024) Portal-Fund Advisor: Added the ability to display donation comment for fund advisors. On the fund advisor's Contribution tab, the donation records are drillable. The donation comments will be displayed on the donation record.
  • (12-13-2024) Portal Options- Portal Settings-Fund Advisor: Added the ability to Show Donation Comment. This setting is on the fund advisor table, Show Donation Comment. This is a global setting for Portal.
  • (11-25-2024) Portal-Fund Advisor: Resolved an issue with recurring grants unable to edit if no max occurrence is set. Updated recurring grants on creation to not allow more than 1000 occurrences. This aligns with the backend logic in CommunitySuite.
  • (11-13-2024) Giving Hub: Resolved an issue if the Show Ending Date for Recurring Donation was enabled for the Giving Hub. The donor would receive an error that the date format was invalid.
  • (11-07-2024) Portal Options-Portal Notifications: Resolved an issue with the Profile Notify and the Voucher Notify selection was linked together. Selecting a users for one selected the user for both notifications. With this fix, the notifications could have been cleared for users. Please review notification settings.
  • (11-07-2024) Giving Hub: Resolved an issue with recurring donations end date not saving when processed through the Giving Hub.
  • (11-05-2024) Portal-Fund Advisor: Removed the fund advisor from the contributions to fund tab for internal grants/donations. The fund name will be the only donor listed on the Portal and legacy fund advisor portal. This will eliminate accidently exposing another fund advisors address information from the internal grant. This field was populating from the donation advisor record from the internal donation record.
  • (11-01-2024) Giving Hub: Resolved an issue with dynamic images stretching square images.
  • (10-31-2024) Portal-Profiles: Updated the ability to link profiles to an organization and select which of the Portal designations each linked profile is allowed to have access to the Portal. This will remove the need for sharing usernames and passwords for an organization and limit what the linked profiles have access to on the Portal. From the organization's profile, select the Login Info tab and use the new left-side menu called Link Individual. Once you select the Link Individual, enter the profile name in the Link to Individual search box.
    The next step is to give the individual permission to the profile designations on the Portal by using the Link Permissions left-side menu. The Linked Permissions will open up all linked profiles and allow the user to select the designations.
    -The Profile tab will give the linked profile the ability to change the username, password, and address for the organization.
    -The donor will allow the linked profile to see any donations, print tax receipts, pay pledges, and manage recurring donations as the organization.
    -The advisor designation will give the linked profile the ability to act as the fund manager/advisor for the fund on behalf of the organization.
    -The grantee designation will allow the linked profile to see the grants issued to the organization.
    -The student designation will allow the linked profile to have access to any of the scholarship transactions.
    -The vendor designation will allow the linked profile to see accounts payable vouchers that have been paid to the organization.
    -The nonprofit designation will allow the linked profile the ability to update the nonprofit directory listing.
    -If a linked profile does not have access to any tabs, they will receive an error message that states the following: "Sorry, you cannot access this org profile."
    -When linking a profile, the checkboxes are left empty so that the user can set permission individually.
    Linked profiles can use their email associated with their profile to login but will need to create a username and password to access the organizations profile for additional security. If the linked profile already has a username and password for the Portal, they can use the Change Profile button to switch between profiles.
    The linked profile will be visible from the organization's Login Info tab and the individual's Login Info tab on the profile record. This will allow for updating permissions from either direction.
    Portal-Updated the Logout button to be in the top navigation. Also, the Change Profile button will be located in the top navigation if the profile has more than one profile to manage and they do not have the Profile tab permission.
    Things to Note:
    If the organization does not have a fund advisor designation and the linked profile has advisor check, the Fund Management tab does not show. The linked profile will have permissions based on the organization's fund advisor permission for the Fund tab.
    If none of the linked profiles have tab permissions, they will receive an error message that states the following: "Sorry, you cannot access this org profile."
  • (10-31-2024) Login: Updated the login pages to support the updated Safari versions. Users were only able to login the first time or in private mode, but this is resolved.
  • (10-28-2024) Giving Hub: Resolved an issue when using incognito in Chrome or Firefox, part of the url would be dropped. This caused QR codes to not work consistently for users.
  • (10-25-2024) Portal Options-Portal Settings-Fund Advisor: Added Require Grant Request Description as an option to the Request Options section. This will allow organizations the flexibility to require or not require grant request descriptions.
  • (10-25-2024) Portal Options-Portal Settings: Added a Redirect Legacy Fundadvisor Portal Login option on the Settings table. This will allow organizations the flexibility to work setup of the Portal and redirect the fund advisors to the new login when they are ready to start using the new Portal pages.
  • (10-25-2024) Portal-Fund Advisor: Updated fund closed message to reflect "This fund is closed, please reach out for more information."
  • (10-24-2024) Profiles: Updated the login to support Safari users for the Portal.
  • (10-11-2024) Portal-Fund Advisor: Updated the voucher request feature to allow for the voucher to be voided. A red error was appearing if a user selected void in the voucher Request bucket within CommunitySuite.
  • (10-11-2024) Portal-Fund Advisors: Resolved an issue on Portal when as a fund advisor, a Grant Catalog was displaying even if they did not have permission to the catalog or outside of the catalog date range based on the fund settings in Fund Advisors.
  • (10-11-2024) Portal-Fund Advisor: Resolved an issue with the Grant Catalog grant_catalog_closed Content field showing HTML code in Portal.
  • (10-10-2024) Portal-Fund Advisor: Updated the grant request to no longer require the grant request description. This will allow fund advisors the option to complete a description on the grant request.
  • (10-08-2024) Giving Hub: Added Continue Giving to the checkout workflow in top left hand of the review page. This will provide links back to the fund listing, grant catalog, events, or nonprofit directory pages depending on the items listed in the cart. The left hand alignment is to accommodate those users that have the Pay with Gift Cards enabled.
  • (10-08-2024) Portal-Fund Manager: Resolved an issue that when manual fund statement was enabled, it caused a misplaced <div> tag. This would not allow the footer detail to stretch across the entire width of the page.
  • (09-30-2024) Portal-Donor: Added Hide Tax Receipt as an option in the Donor Portal Settings. This will be a global setting to remove the Print Tax Receipt button on Portal.
  • (09-24-2024) Portal-Fund Advisor: Resolved an issue with logging in as a fund advisor and selecting the donate tab and then logging in as another fund advisor. The login as was retaining the funds listed for the first fund advisor on the Giving Hub. Modified the authentication to clear the profile session when using Login As.
  • (09-23-2024) (Idea Lab Live) Portal-Donor: Added the ability to hide descriptions for Donor designation. This new setting can be found in Portal Options > Portal Settings > Donor designation tab. Using the setting Hide Description will remove the donation description in the Portal on Donation History and Recurring donations along with the exports of those tables.
  • (09-23-2024) (Idea Lab Live) Portal-Grantee: Added the ability to hide descriptions for Grantee designations. This new setting can be found in Portal Options > Portal Settings > Grantee designation tab. Using the setting Hide Description will remove the donation description in the Portal on Grant History and Scholarships along with the exports of those tables.
  • (09-23-2024) (Idea Lab Live) Portal Fund Advisor: Added the ability to hide descriptions for Fund Advisor designations. This new setting can be found in Portal Options > Portal Settings > Fund Advisor designation tab. Descriptions will not be hidden for grant/voucher carts since the fund advisor is inputting the data. Updated the sorting and exports to reflect the hide description.
  • (09-23-2024) Portal-Profile: Resolved an issue with a User's account getting locked when Password Change is selected and 2 factor is enabled.
  • (09-20-2024) Giving Hub: Resolved an issue when processing a tribute on a donation if the state abbreviation was more that two letters. Online tribute notify fields will now allow up to three letters in the providence field.
  • (09-20-2024) Portal-Donor: Resolved an issue with an anonymous donation. The amount was not displaying on the Fund Management Contribution tab.
  • (09-19-2024) Portal-Grantee: Added Show Grant Award Letters and Show Grant Letters as a global setting in the Portal Options > Portal settings > Grantee tab. This will allow foundations the ability to show or hide these letters from the Portal.

  • (09-19-2024) Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal.

  • (09-19-2024) Portal-Donor Settings: Added the ability to hide the Pledge left-side navigation in Portal Settings-Donor.

  • (09-19-2024) Portal-Fund Advisor: Updated the statements and files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for fund advisors to donate to their private funds from the Giving Hub link in the portal.
  • (08-28-2024) Giving Hub: Resolved an issue with the grid and list views not displaying the donation button based on the Enable Overfunding and No Request Amounts grant catalog options.
  • (08-27-2024) Portal - Fund Advisor: Resolved a critical error when selecting Scholarships left-side menu in the Fund Management tab.
  • (08-27-2024) Portal: Add export functionality to donors, customers, vendors, students, grantee tabs. Added donation and grant history export for fund managers to reflect current exports in the legacy fund advisor portal.
  • (08-27-2024) Portal: ODisabled the 300 font-weight on tables in the portal to increase accessibility for users. Resolved an issue with password hint and password policy being backwards. Portal login with unused email creates guest profile "Guest, Guest."
  • (08-20-2024) Portal: Resolved an issue that was displaying the contributor name on the fund advisor summary page (without fund history enabled at the fund level) when Hide Donor Name was enabled in Portal Settings for a fund advisor.
  • (08-08-2024) Giving Hub: Resolved an issue with the Portal login icon displaying on the Giving Hub before it was enabled causing an error.
  • (08-07-2024) Moved Donation Settings, Donation Content, Portal Settings, Portal Options, and Portal Notifications under a new object called Portal Options. This will be one location to enable the Portal and Giving Hub settings, content, and notifications for public facing pages.
    In Portal Settings, there will be a tab for each of the profile designations. In each designation there will be a new setting that will allow you to “enable” that section and set the top navigation name for the tab. This will allow users to enable the Portal for each profile designations. There is also a new tab called Lookback Dates which will apply lookback dates to the entire Portal.
    In Portal Content, there will be a content box for each of the designations' “header” content. All Portal content from the fund advisor area will also be moved to the Portal Content.
    In Portal Options, there is a new left-side menu called Portal Notifications. This will allow the foundation to enable notifications to users about changes made via the Portal.
    Permission Changes: Portal Options
  • (08-07-2024) Portal: Updated the login page to incorporate two-factor authentication (2FA) for enhanced security. When logging in, constituents will now have the option to choose between email or username with password. If two-factor authentication is enabled for their account, they will be directed to the Two-Factor Method page where they can select their preferred method to receive the authentication code: authenticator app, email, or text message. After selecting a method, the constituent will be prompted to enter the received PIN code to complete the login process.
    Added the ability to login into a portal for each of the following designations: Donor, Grantee, Student, Vendor, Customer, Nonprofit, and Fund Advisor. To enable the Portal, users will go to Portal Options > Portal Settings > Edit and Enable Portal. Once this is enabled, users can then enable any of the other profile designations located on each designation’s tab. This will allow the user flexibility to enable the parts of the Portal or all of the Portal.
    Updated the layout of profile information by adding a left-side navigation for Personal Information, Security, Contact Preferences, and Interest Types. Personal Information will display address information for the profile. If an address has a date related to it, it will not be able to be edited from the Portal. Security will allow constituents to update their username and password or enable two factor. Contact Preferences will allow constituents to select Do Not Mail, Email or Call for their profile. Interest Types will allow constituents to update philanthropic interest areas on the Portal.
    In the CommunitySuite on a profile record, there is a new tab called “Login Info” next to the Details tab. This will house all of the login information and password reset for users and fund advisors. The Login As is moved to the left-side menu in this tab. When Users “Login As” from this menu with the Portal enabled, it will log them into the new Portal. With this change, there is an update to Profile Permissions: Manage Login Info/Login As. This will be released for the Admin permission.
    Permission Changes: Manage Login Info/Login As and Login as User.
  • (07-30-2024) Fund Advisor Portal (Legacy): Resolved an issue when profile edit is enabled. If a fund advisor updated their phone number, it would inadvertently update the primary address field if there was more that one address listed on a profile.
  • (07-26-2024) Donation Portal: Resolved an issue with new styles enabled and giving levels. If a donor selects other amount, the radio button would not automatically select.
  • (07-22-2024) Nonprofit Directory: Added the Profile image and Nonprofit Category to the card view on the Nonprofit Directory. When a constituent selects a Nonprofit category from the Nonprofit Directory, the cards will now display images and categories. Resolved an issue with the banner pulling in the fund listing banner when selecting a nonprofit category.
  • (07-01-2024) Donation Portal: Disabled autofocus on search box focus for a better user experience.
  • (06-21-2024) Donation Portal: Added mobile responsiveness to the Donation Portal for users with the new Donation Portal settings enabled.
  • (06-17-2024) Donation Portal: Updated the H on In Honor to capital letter when adding a tribute on the Donation Portal.
  • (06-09-2024) Donation Portal: Campaign Checkout - Resolved an issue that was not redirecting an attendee to enter their guest information when checking out for a free event with an additional donation.
  • (06-04-2024) Fund Advisor Portal: Resolved an issue on the Fund Advisor Portal causing errors on Donation drilldowns.
  • (05-21-2024) Donation Portal: Resolved an issue with the Grant Catalog not displaying the Grant Summary when using the new Donation Portal styles. Updated the Grant Catalog layout to display the grant description and long description or grant summary. With the new Donation Portal style enabled, the card list view will display the grant description and long description or grant summary. The individual grant, within a catalog, will display the grant description in the top box and below box will display long description or grant summary. This will make the layout consistent with each type of grant whether is it from a grant request or created internally in CommunitySuite.
  • (05-17-2024) Fund Advisor Portal: Resolved an issue and updated the Fund Advisor portal reset password warning when resetting a password that has been found on the breached list.
  • (05-16-2024) Donation Portal: Added the ability to style the Event, Grant Catalog, and Nonprofit list pages. A user can add the styles to the list page in Styles and then Add Styles. Users will select Event List Style, Nonprofit Directory List Style, or the Grant Catalog List Style, and publish the style. List pages are displayed when a user has more than one grant catalog or event listing and when using the Nonprofit Directory.
  • (05-14-2024) Donation Portal: Resolved an issue on the Event Ticket Page the Location label no longer appearing with the new styles enabled.
  • (05-13-2024) Donation Portal: Added new search capabilities for Grant Catalog. Donors can search grant categories, description text, service area, and grantee and fund names. Service Areas must be displayed on the donation portal for them to be part of the search. Adding these additional search fields will provide a more robust Grant Catalog search.
  • (05-13-2024) Donation Portal: Added new search capabilities for Nonprofit Directory Listings. Donors can search on Nonprofit names, description text, catrgory, and service area. Service Areas must be displayed on the donation portal for them to be part of the search. Adding these additional search fields will provide a more robust Nonprofit Directory Listing search.
  • (05-13-2024) Donation Portal: Added new search capabilities for Fund Listings. Donors can search on fund names, description text, grant type, and service area. Grant Types and Service Areas must be displayed on the donation portal for them to be part of the search. Adding these additional search fields will provide a more robust Fund Listing search.
  • (05-08-2024) Donation Portal: Added new search capabilities for Grant Catalog. Donors can search grant catalogs, description text, and grantee and fund names. Grant categories must be displayed on the donation portal for them to be part of the search. Adding these additional search fields will provide a more robust Grant Catalog search.
  • (04-29-2024) Donation Portal: Resolved the button location when adding a guest to an event ticket, corrected the redirect on the affiliate donation portal, updated the "remove from ticket" to "remove" on the ticket guest button.
  • (04-26-2024) Donation Portal: Added functionality to card view on the fund listing, nonprofit, and grant catalog pages. With this update, the descriptions will be truncated to allow for card sizes to remain static and a more consistent design throughout the pages.
  • (04-19-2024) Fund Advisor Portal: Enhanced the grant request workflow to display the fund public name throughout the grant request.
  • (04-03-2024) Fund Advisor Portal: Resolved an issue when viewing a PDF attachment on a grant catalog request, it would cause a red error.
  • (03-26-2024) Fund Advisor Portal - Search Grantee's: Resolved an issue that caused the search grantee box to not display in the Fund Advisor Grant Request tab.
  • (03-06-2024) Fund Advisor Portal: Added the ability to enable the Nonprofit Directory listing as a tab for fund advisors. Under Fund Advisors Settings, users will be able to rename this tab. This new tab will also be available to be set in bulk using the Set Tab Permissions. This will allow users to enable the list of nonprofits as a tab for a particular group of fund advisors. There is also now a new checkbox available on the funds listing table per fund advisor, allowing users to set this per fund advisor as well.
  • (03-06-2024) Donation Portal: Enhanced the donation portal with new look and user experience. This update applies to all pages of the Donation Portal: Funds, Grant Catalog, Events, the Nonprofit Directory, and Grant Cards. The updates allow for better story telling and an updated view for each page. There is an option in Styles to enable this enhancement when ready rather than being applied on a specific date. 
  • (03-06-2024) Donation Portal- Fund Summary: Users will now have the ability to display more than one image per fund, a fund summary, fund detail summary, grant types, services areas, and fund steward information.
  • (03-06-2024) Donation Settings: Added a new content area for the Donation Portal. These new settings are found in Donation Settings: Cover CC Fee Title, Cover CC Fee Description, Anonymous Title, Anonymous Description.
    -Cover CC Fee Title is a customizable label to let donor's opt into covering the donation fees on the Donation Portal.
    -Cover CC Fee Description is a customizable description field next to the Cover CC Fee Title on the Donation Portal.
    -Anonymous Title is a customizable label to let donor's opt select to have the donation remain anonymous from the Donation Portal.
    -Anonymous Description is a customizable description field next to the Anonymous Title on the Donation Portal to allow foundations a longer explanation to donors. 
    Within Community Suite, label fields will be limited 60 characters, tabs to 40 characters, and the descriptions to 255 characters.
  • (03-06-2024) Donation - Settings: Added the ability to enter donation levels. Users will find this new setting for the fund listing page in Donation Settings called Giving Levels. Users will be able to add up to three giving levels to display on the fund donation page under the one-time donation amount. Users will enter the giving levels with a comma separated list of amounts (i.e. 10,50,200 or $10,$50,$200).
  • (02-23-2024) Donation Portal: Resolved an issue when enabling the new Donation Pages and customized a grant catalog style. If there was only one grant catalog, it would display with the Fund Listing Page default style and not the grant catalog style.
    Released in Sandbox only.
  • (02-12-2024) Fund Advisor Portal: Resolved an issue with the investment report displaying the parent and sub funds on the investment report. Updated the report to show the parent fund's investment data only. When selecting a sub fund, the report will just reflect that sub fund's investment data.
  • (02-08-2024) Donation Portal: Resolved an issue with the interval on a recurring donation, not populating.
  • (02-02-2024) Donation Portal: Added an error message for recurring donations if the end date is set to a date in the past.
  • (01-29-2024) Fund Advisor Portal: Resolved an issue that when displaying an Investment Report for a subfund the report was not populating.
  • (01-12-2024) Fund Advisor Portal: Resolved an issue with the Grant Catalog Link not working in Make a Grant Request area within the Fund Advisor Portal.
  • (09-19-2024) Styles: Relabeled CSS to Color since the color selection happens from this section.
  • (07-24-2024) Added the ability to style the Nonprofit Directory Listing page and updated the default button color to grey for a more neutral look. Users my update the Nonprofit Category navigation using CSS and applying to navigation areas. Users may update the color of the Category navigation using the Head to apply html.
  • (07-22-2024) Added the ability to apply a Style to Nonprofit Category.
  • (07-22-2024) Resolved an issue with the button CSS not applying to the Nonprofit Directory.
  • (06-10-2024) Portal: Updated the Basic and advanced CSS for buttons on the portal.
  • (06-05-2024) Added Rich Text Editor to Content areas within Community Suite. Users will find this update to the content areas that allowed for HTML language. This update will allow users to easily create and modify content to font size, types, bold, italic, etc. without using HTML language. The rich text editor will also have the ability to switch to HTML for users that prefer that language. In Styles the rich text editor is in the to Content areas for Banner and Footer. The rich text editor will not be applied to the Content head area so that we do not interfere or limit with client’s modifications in this area.
    No permission changes with this release.
  •  (06-03-2024) Added the ability to Hide the Portal Login in from the Donation Portal. This will allow users to turn of the Portal login from the Donation Portal using Styles Options called Hide Portal Login.
  • (05-21-2024) Resolved an issue when creating a Style with a Head content area. The Header didn't save and would also save with the default head.
  • (04-25-2024) Updated dynamic image width and max-height, and do not allow the image to overflow the card width. Hard limit height is 150px with dynamic images on or off in style options.
    Additional information about dynamic images:
    - Dynamic images allows users to retain dimensions on their square images without uploading new images.
    - Without dynamic images, images crop to 150px x 150px. We then center the image in the top card.
    - With dynamic images, we don't crop the image but set the width to fill the space of the card. Then max-height of the image is set to 150px to make sure taller images don't expand the card vertically.
  • (04-19-2024) Enhanced the color palette to basic/advanced to include the ability to change the primary and secondary button colors and hover colors. Users will also have the ability to change the primary/secondary button text. This new functionality is below the background colors in the Styles CSS options. Users will want to take into account accessibility for the end users as the make changes.
  • (03-06-2024) Update to the Styles area to accommodate changes to UI for the Donation Portal. Added a new Settings option. Within Settings, there is an option to Enable Donation Portal Style. This will allow users to enable the new card view for Donation Portal: Fund Listing, Grant Catalog, Events, and Nonprofits. With this stage, all CSS style pages will now be located within the Legacy Styles left-side menu. Selecting the Legacy Styles menu will display the CSS customizable style areas for the Donation Portal: Fund Listing, Grant Catalog, Events, and Nonprofits.
  • (03-06-2024) Added functionality to accommodate different levels of users. In Styles, select Settings. Users will need to Enable Donation Portal Style. In the Style Editor Mode, select Basic or Advanced.
    The Basic user will have the ability to select CSS (colors for different areas of the Donation Portal) and set a Style (the pages that the CSS to apply). The CSS allows for users to easily select colors for areas on the Donation Portal and name the CSS to apply to different styles. By selecting the color picker box next to the labeled areas, color selection will display giving users the ability select a color within the color display, RGB, HSL or HEX. After the CSS colors have been selected, user will need to save the selection. Users will be able to Edit In Simple using the color picker or Edit using HTML language. Within the left-side menu of CSS, users can edit, delete, or make a CSS Default.
    The Add Styles option will allow users to apply the CSS colors to different Donation Portal pages such as Affiliate Donation Portal, Donation Portal, Nonprofit Directory, Grant Catalog, Events/Campaigns, or Funds. Once the page has been selected, users will then select which CSS Style to apply to the page. Select the Style created and publish or preview. Once the style is published, it will be applied to the pages.
    Things to note: When adding a style, the Portal Style is new functionality that is coming but not currently in use.
    With the Advanced settings enabled, users will see two additional left hand-side items called Add Content and Add Option. The Add CSS and Add Style will function the same as the Basic setting. With Add Content, users will be able to customize the head, banner, and footer on their pages. Users can select head, banner, footer to create HTML content for their Donation Portal pages. If a head, banner, or footer is created, it will be set as the default and will be applied to all the pages. If you do not want a head, banner, or footer, a blank one can be created. Add Options will have options for how the pages are displayed. Option Name will allow users to name the option and then select it when setting Styles. List Type allows for the selection of how the funds, events, catalogs, etc. will be display on the page, with list or grid. Grid will be the new card display. Users will also have the ability to Hide Fund Images and Hide Navigation Logo. Show Service Area, Show Steward, Show Grant type will allow users to have those fields display on the corresponding pages. Use Dynamic Images will also allow users to enable the use of dynamic images to allow images to adjust to the data structure.
    Things to note: If users enable the option Show Fund Steward on a fund, make sure the profile is an individual record and not an organization record. The Steward name will pull from the label if populated. If not, it will display last name, first name. If using the organization record, then the name will display last name, first name under the image.
    Legacy Styles will be located in the Legacy Styles left-side menu. This will allow users access to legacy style pages.
    Permissions: A new Settings permission was added in Styles which will allow a User access to enable the Donation Portal style. This setting was enabled for Admin Users.
  • (11-07-2024) Templates: Updated the tax receipt template to include the payment method Public Security, when the security gift is created from Payments.
    Things to note: The total shares will be a total for all funds, not split per fund, since they are recorded as one profile payment.
  • (09-04-2024) Updated Fund Statement templates to include the following: Fund Steward {steward_name}, Track Spendable {track_spendable}, Do Not Enforce Spendable {no_spendable_enforcement}, Salutation{salutation}, Account_Balance for assets and liabilities, Account Balance YTD, Work Org {work_organization}, Site EIN.
  • (09-04-2024) Updated Tax Receipt Templates to include the following fields: Site EIN, Grantee Name, Ticket fields in foreach ticket loop-created, decription, edit_id, qty, ref_id, total and total units, Soft Credit, Non-notify tribute name, Donor First Name, Donor Last Name, Pledge ID, Fund Group, Fund Subgroup, Fund Division, Fund Segment, and Campaign fields: campaign date, campaign description, campaign location, campaign start time.
  • (09-03-2024) Added the ability to delete templates. User will select the template id and delete from the left-side menu. Delete will not be allowed for fund statements.
  • (09-03-2024) Updated the Grant Card template to use a new foreach grant card loop: {{foreach grant}} to {{foreach grant_card}}. This update will impact any users that have a grant card template in place. This field was updated to eliminate the blank page that was created when using this template.
  • (08-22-2024) Added additional fields to the check template: Fund Group:{{funit_group_name}}, Subgroup{{funit_subgroup_name}}, Division{{funit_division_name}}, segment{{funit_segment_name}}, scholarship award amount{{total_scholarship_amount}}, total grant award{{total_grant_amount}}, scholarship custom fields.
    student legal name (student_name is already the legal name if present), grantee name (already available in outer loop as vendor_name.
  • (08-12-2024) Added the following fields to the Scholarship Letter: student first name, student last name, student salutation, and student address fields.
  • (08-19-2024) Added Scholarship payment amount, payment date, and scholarship custom fields to the Scholarship Award letter.
  • (07-26-2024) Added payment information within the foreach fund loop on the Grant Award Letter. The new fields will be in a foreach grant payment loop and are as follows: {{#foreach grant_payments}}, {{amount}}, {{gid_id}}, {{grant_id}}, {{memo}}, {{payment_date}}, {{payment_date_iso}}, {{voucher_date}}, {{voucher_date_iso}}, {{voucher_id}}, {{/foreach grant_payments}}.
  • (07-26-2024) Added fields to the Grant Letter for payment dates and recurring grants. Recurring Grant fields are as follows: {{recurring_grant.end_date}}{{recurring_grant.end_date_iso}}, {{recurring_grant.grant_interval}}, {{recurring_grant.next_date}}, {{recurring_grant.next_date_iso}}, {{recurring_grant.rg_id}}, {{recurring_grant.start_date}}, {{recurring_grant.start_date_iso}}. Grant payment fields {{#foreach grant_payments}},{{amount}}, {{gid_id}}, {{memo}}, {{payment_date}}, {{payment_date_iso}}, {{voucher_date}}, {{voucher_date_iso}}, {{voucher_id}}, {{/foreach grant_payments}}.
    Things to note: The memo populates from this point forward and will not display for grants processed prior to this release.
  • (07-25-2024) Resolved an issue with default tax receipt templates creating with an incorrect logo.
  • (07-11-2024) Enhanced the Verify and Test process for Templates. This will now be two separate left-side menu items. Verify will run the template and make sure there are no Aspose or merge errors. If there are errors, users will receive a yellow warning. Verify will display in red if the template has not been verified. The Test function will process the template against the data in the system and display the template for review.
    Added a hyperlink to the Template Fields list next to the Template Type within the Template Id. Updated the Templates Field list view.
    Using the left-side menu Versions, users will be able to make an older version active. Making a prior version active will not require the template to be verified again.
  • (06-27-2024) Updated an red error to a yellow warning when processing tax receipts in bulk with a incorrect template.
  • (06-09-2024) Resolved an error that was not populating the file when processing documents in bulk without a browser refresh. The started timestamp now populates and the document appears when complete.
  • (03-29-2024) System Tax Receipt (only used if a tax receipt has not been uploaded). Updated system tax receipt template to work with logo. If template/logo is not working, a new logo should be updated. Image should be in PNG or JPG format. Image should be at least 200 pixels wide or tall. Rectangle logos work better than square ones. i.e. 200px x 50px. Recommend the image/logo be 200x50 pixels.
  • (03-08-2024) Yearly Tax Receipts: Resolved an issue when printing yearly tax receipt and the settings screen reloads with no message if profiles do not have emails associated.
  • (01-26-2024) Templates: Added the Recurring donation fields to the Tax Receipt Template{{recurring.description}},
    {{recurring.end_date}}, {{recurring.end_date_iso}}, {{recurring.interval}}, {{recurring.next_date}},{{recurring.next_date_iso}} , {{recurring.rc_donation_id}} , {{recurring.start_date}}, {{recurring.start_date_iso}}
    Templates: Resolved an issue with the verify template causing a red error for the Award letter template.
    Templates: Added Address line 2 and the country field to Yearly tax receipts.
  • (01-24-2024) Resolved an issue with the Yearly Tax Receipt missing the profile id and causing a red error for users.
  • (01-23-2024) Yearly Tax Receipt: Updated the logic for combining Households on a Yearly Tax Receipt. When using the combine household checkbox, Yearly Tax Receipts will roll up ANY profile linked to the household. Then, it will pull in all household and member donations for the receipt. The Yearly Tax Receipt will use the Household profile to for the email and/or address, salutations, etc. for the tax receipt.
    If a household does not have an email, users will receive an error.
  • (08-22-2024) Added additional fields to the check template: Fund Group:{{funit_group_name}}, Subgroup{{funit_subgroup_name}}, Division{{funit_division_name}}, segment{{funit_segment_name}}, scholarship award amount{{total_scholarship_amount}}, total grant award{{total_grant_amount}}, scholarship custom fields.
    student legal name (student_name is already the legal name if present), grantee name (already available in outer loop as vendor_name.
  • (10-03-2024) Tributes: Resolved an issue with the tributes .pdf not appearing in the background job when processing tribute documents.
  • (09-20-2024) (Idea Lab Live) Added the Share checkbox when uploading a file.
  • (04-02-2024) Resolved an issue with the Files Permissions Missing. This would require a user or Foundant Staff to open Files permission and select save for new sites.
  • (02-14-2024) Added a new left-side menu to allow for a Delete All Files. This would allow a user to delete all files upload at once.
    User will need Batch Upload Permission.
  • No release notes yet for this year.
  • (05-07-2024) Summit Idea Lab: Added the ability to add a Note Alert for Checks. This will allow users to create an alert to appear during the check writing process. When creating a check batch from Accounts Payable, users will see the alerts above the Pay selection table. This will allow users to confirm any special request before processing checks in batch. When processing a single check, the alert will appear at the top of the individual check record.
  • (02-28-2024) Added the ability to share a note on a grant record that will display on the grant record in the Fund Advisor portal. Users will see a new checkbox called Share.
  • No release notes yet for this year.
  • (12-13-2024) Resolved an issue with Guidestar Charity check error for profiles containing special characters.
  • (11-08-2024) Profiles: Resolved an issue with two profiles being linked to an organization and only one profile being able to log into the Portal as the organization.
  • (11-06-2024) Added ze/zim/zis to the pronoun fields on a profile.
  • (11-05-2024) Updated the address fields to accommodate countries outside of the USA, Canada, and Australia. When entering a country outside of these three, the City, State, and Zip will become one text field instead of the three separate fields.
  • (10-28-2024) Resolved an issue that would not allow a household profile to open.
  • (10-28-2024) Resolved an issue when creating profiles using Guidestar powered by Candid in CommunitySuite, the profile would fail if the profile did not have a file name for the 990 report.
  • (10-25-2024) Resolved an issue that when users are logged in, they were able to use Login for the legacy fund advisor portal to update an admin's password.
  • (10-24-2024) Updated the login to support Safari users for the Portal.
  • (10-17-2024) Profiles: Resolved an issue when using Org Roles on a profile. If you removed the primary contact, there was no way to set a new primary contact. Now, after a primary contact is cleared, there will be a Set option for any linked Org Roles.
  • (10/11/2024) Updated Address Type, Email Type, Genders, and Tax Classes to go directly into edit mode when selecting an id. There are no other actions besides edit or delete for these fields. This will remove the need to select edit to modify the listing.
  • (10-02-2024) Added a Relationship Import to Profiles. The new left-side menu called Import Relationships is located in Profiles. This will allow users to import relationships for their profiles in bulk.

    File Format Notes
    1.One of profile_id or profile_code is required. Profile_id will be looked up from profile_code if not provided.
    2.One of parent_profile_id or parent_profile_code is required. Parent_profile_id will be looked up from parent_profile_code if not provided.
    3.One of profile_link, profile_link_id, reverse_profile_link, or reverse_profile_link_id is required. Any missing profile_link or reverse profile_link will be created.
    4.This process only adds links, existing links are ignored. (existing means the same two profiles, any direction, are already linked)
    5.Start Date must be before End Date. Any two digit years assume the current century. (e.g. 01/01/24 means 2024-01-01)
    6.Active should be one of 1, 0, T, F, True, False, Yes, No, Y, N, or blank.

    User will need Profile Create permission for access to the import.

  • (10-02-2024) Added the ability for more than one individual to be linked to an organization with login capabilities to the Portal. From the organization profile record, select Login Information tab. There is a new left-side menu called Link Individual. Select an individual profile to link to the organization. This will allow the individual login capabilities. Organizations can also be linked from the individual profile record > Login tab > Link org. Orgs or Individuals can be unlinked from the Login tab. Individuals will need a user name and password to login into the portal and view the organization's information.
  • (09-30-2024) Resolved an issue when clients are using bulk actions with profile types. If the file was a large file, they could receive a 502 bad gateway error. The profile types were still updated with this error. To resolve this error, a background job will be created.
  • (09-27-2024) Profile: Resolved an issue with the session id authentication when logging the user in and the user is logging in as a link profile.
  • (08-28-2024) Resolved an issue with the profile merge causing a red error.
  • (08-27-2024) Permissions: Updated the profiles permission Manage Login Info/Login Permission to no longer allow to update or set passwords for users. Login as another User permission will be needed to set passwords for users.
  • (8-21-2024) Resolved an issue with merging Profiles with Public Securities would create a red error.
  • (08-13-2024) Updated the profile merge fields to now include: Work Title, Legal First Name, Recognition Name, Pronouns, Steward, Engagement Strategy, Anonymous Settings, Inactive Setting, Email Type, Social Security Number, Default Payment Type, Legacy ID, and Tax class. Updated the label for FedID (SSN/EIN) to FedID (EIN).
  • (08-13-2024) Updated the EIN search to ignore dashes and other symbols.
  • (08-09-2024) Resolved an issue with users not being able to unlock fund advisors or other users. This update addresses and resolves issues related to fund advisors using the legacy Fund Advisor Portal, as well as users and fund advisors accessing the Portal and new login page. Users will find the Unlock on the Profile Login tab's left-side menu. This Unlock option will be used for fund advisors on legacy Fund Advisor Portal and users/fund advisors for the Portal and new login page.
  • (07-16-2024) Modified the profile search fields (Name/Email/Phone/EIN/Address) to 100 characters.
  • (05-29-2024) Enhanced the Profiles Bulk Update Names report to allow for updating Do Not Mail, Do Not Email, Do No Call, and the No Status Charity Check. No Status Charity check will only apply to Grantee profiles. Relabeled the FED(EIN/SSN) column to FED(EIN).
  • (05-29-2024) Resolved an issue when using Profile Bulk Update Address report. The Address Type field would not populate.
  • (05-16-2024) Resolved an issue with a user and fund advisor designations being moved to profiles. With the change. it would not allow the fund advisor to login if the user designation is marked inactive.
  • (05-13-2024) Updated Profiles to incorporate the user as a designation. This will create a new workflow when creating users. First, a profile will need to be created and then "Make" the new profile a user from the designation list. With this update, if a user is also a fund advisor, the user login information will supersede the fund advisor login information. These changes were necessary to move towards a single sign on. To easily identify profiles of both, users and fund advisors, there is a new left-side menu in Users called Login Duplicates. This will display any profiles that have user logins duplicated. Once the list of duplicates is resolved, the profiles will remove from the list.
  • (05-09-2024) Resolved an issue with users no longer being able to link a profile to organization from the individual profile record.
  • (05-08-2024) Resolved an issue on profile list then add Linked Org filter.
  • (04-25-2024) Summit Idea Lab: Enhanced the search of profiles to not require the suffix when searching for profiles. This will allow users more search capabilities on profiles. 
  • (04-12-2024) Resolved an issue with merge fields populating incorrectly on envelopes.
  • (04-11-2024) Resolved an issue with the contact label populating as last, first name instead of first last name.
  • (04-11-2024) Resolved an issue with any objects connected to a profile presenting with a critical error in a subset of client sites. This issue would not allow users to select any grant ids, donation ids, etc.. that was tied to a profile.
  • (04-11-2024) Resolved an issue with the deployment that did not complete and caused the OR region to experience critical areas throughout the site.
  • (04-05-2024) Added the ability to link Organization and Household profiles types to Org Roles. This will allow users from the Relationship's tab on Organization profile to select the Profile link and assign an Org role to any profile type.
  • (04-01-2024) Resolved an issue when merging Profiles with grant request attached to the profile.
  • (03-29-2024) Resolved an issue that was not allowing the ability to set/edit an anniversary date on a Household Profile.
  • (03-27-2024) Org Roles/Profile Links: Resolved an issue that was returning a red error when applying a reverse filter to a profile list. A warning is now returned that a reverse filter will not work.
  • (03-18-2024) Added the recurring donation emails to email history.
  • (03-08-2024) Adding logging on Profiles for Profile types, Philanthropic Interest Area, Link Profile (Org Roles/Profile Links), and Link Fund (linking a Profile to a Fund via Profile Fund Category, Accounts Advised. 
  • (03-08-2024) Idea Lab Live: Added a log of Fund Advisor creation. This will allow users to see when a profile became Fund Advisor designation.
  • (03-06-2024) Updated the duplicate listing to no longer display the number of duplicates. The numbers were not populating the correct number if there were several profiles with the same type. The list will now just display the name, email, phone with duplicates. Once the duplicate is selected, a custom report of all duplicates will display.
  • (03-06-2024) Added the create date field to the profile merge display. This will allow users to see profile creation dates prior to merging profiles.
  • (08-21-2024) Resolved an issue with merging Profiles with Public Securities would create a red error.
  • (02-21-2024) Added additional email history records. Users will now be able to see account transfer requests and campaign ticket receipts on a profiles email history.
  • (02-09-2024) Resolved an issue with the profile log not reflecting address changes made on the fund advisor portal if the edit profile is enabled.
  • (02-02-2024) Resolved an issue with the [None][All] options being removed when editing Profile Types on Profile.
  • (01-22-2024) Resolved an issue with the Stripe customer link as field in merge profile page is always blank.
  • (08-22-2024) Resolved an issue during migration with individual donation dates not reflecting correctly, since they were rolled up into the household during the migration process. First last donation dates have been removed from the individual and now reflect on households on those site impacted.
  • (08-07-2024)  Added the ability for a donor to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Donor tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible).
    Upon login a donor can view Donation Summary (the most recent five years will display), Individual Donations, Pledges, and Recurring Donations. On the Donation Summary, donors will have a snapshot of their total donations, this year’s donations and last year’s donations.
    The Donation tab will be a historical listing of individual donations. By selecting an ID, the donor can see details of the donation such as donation date, fund, anonymous, advisor, description, donation comments, amount, recognition name, and tribute information. If a donor donated to a grant catalog, the catalog name will display instead of the fund name on the donation record. There will also be an option to print their tax receipt.
    On the Pledges tab, donors will see a list of pledges, date, status, fund, amount of pledge payments, and balance for the pledge. By selecting a pledge id, the donor can drill into the detail of the pledge and view the payment schedule. Donors will have the ability to pay a pledge directly from the Foundation Portal. Donors will need to navigate to the Pledge tab in the secondary navigation bar and then select the pledge id to view the payment schedule. Using the Pay button will take the donor directly to the Stripe online checkout. If the functionality is enabled, once the donation is processed, donors will receive a tax receipt. The credit card fee associated with the pledge payment will be charged based on the Donation Settings.
    The Recurring Donation tab will show donors a list of recurring donations. Selecting an individual recurring donation will give donors actions to cancel or edit the recurring donation. When editing the recurring donation, donors will be able to modify the interval and the end date. If donors are needing to update credit card information for the recurring donation, they can easily cancel the recurring donation and create a new recurring donation from the donation portal.
    In CommunitySuite, users will need to enable Donor Portal Settings. From Portal Options > Portal Settings >  Donor Tab > Edit and enable. There is a new setting that will allow users to “enable” this designation for the Portal and set the top tab name. In the Portal content area, there is the “header” content for the donor designation. Lookback dates from Portal Settings will apply to the Donation pages.
    Permission Changes: Portal Options
  • (05-20-2024) Dashboards: Resolved an issue with the Donor Dashboard not displaying the result lines with the same filters as the labels, creating discrepancies in data points.
  • (04-25-2024) Summit Idea Lab: Resolved an issue where the "cleanup" left-side menu was removed from donors. This left-side menu item has been added back: Cleanup. This cleanup option is a easy way for users to clean up any profiles that have a donor designation but are no donations attached to the profile.
  • (08-22-2024) Resolved an issue during migration with individual donation dates not reflecting correctly, since they were rolled up into the household during the migration process. First last donation dates have been removed from the individual and now reflect on households on those site impacted.
  • (08-07-2024) Added the ability for a grantee to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Grantee tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible). 
    Upon login, a grantee can review a Summary (the most recent five years will display), Individual Grants, and Individual Scholarships. Scholarships will only appear if the grantee has received both grants and scholarships from the foundation.
    The Grants tab will be a historical listing of individual grants. The grantee can see details of the grant such as grant date, fund, status, amount, and description. By selecting a grant id, the grantee can drill into the detail of the grant and view the detailed payment information. Shared grant documents and notes will be included and can be printed from the detail view.
    In CommunitySuite, users may add a note to a grant record and select Yes to share the Note. Sharing a note will allow the grantee and fund advisor to see the note on the Portal within an individual grant record. Grants Lookback Date applies to Summary, Grant List, and Scholarship List and can be set in Portal Options > Portal Settings > Lookback dates for grants.
    Permission changes: Portal Options
  • (05-21-2024) Added two columns to the Charity Check Log: Code Description and 509a Status. This table is found on the grantee record and then charity check log under the charity status field. This will allow for a quick reference for users when reviewing the charity check for a grantee.
    No permission changes.
  • (08-07-2024) Added the ability for a vendor to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings >Vendor tab. There is a new setting that will allow users to “enable” this designation for the portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible).
    Upon login, a vendor can review a historical listing of individual vouchers. The vendor will see details of the voucher such as date, status, amount, and reference number. By selecting a voucher id, the vendor can drill into the detail of the voucher and view the detailed payment information. Statement vouchers will not be displayed on the Portal.
    In CommunitySuite, a user can set a Vendor Lookback Date from Portal Options > Portal Settings > Lookback dates. Setting a date to vendor applies to Voucher List.
    Permission changes: Portal Options
  • (07-03-2024) Removed refund from the vendor record.
  • (06-21-2024) Removed the Term field from the vendor record. This field was not tied to any functionality in the system. Updated the default account field to import into the voucher creation workflow. This will allow users to enter a default account on the vendor record. Then, this account number will auto populate during voucher creation.
  • (08-07-2024) Added the ability for a customer to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Customer tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible).
    Upon login, a customer can review a historical listing of individual invoices. The customer will see details of the invoice such as date, status, amount, and balance. By selecting an invoice id, the customer can drill into the detail of the invoice and view the payment details. Customer can also pay any open invoices online using a Stripe payment method.
    In CommunitySuite, the Invoice Lookback Date applies to Invoice List. The Lookback Date can be updated in Portal Options > Portal Settings > Lookback Date.
    Permission changes: Portal Options
  • (08-07-2024) Added the ability for a student to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Student tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible).
    Upon login, a student can review a historical listing of individual scholarships. The student will see details of the scholarship such as date, scholarship name, status, and amount. By selecting a scholarship id, the student can drill into the detail of the scholarship award and view the detailed payment information.
    In CommunitySuite, a user can set a Scholarships Lookback Date from Portal Options > Portal Settings > Lookback dates. Setting a date to scholarships applies to Scholarship List.
    Permission changes: Portal Options
  • (12-12-2024) Added the ability to enable recurring passthrough grants for the Nonprofit Directory. This is a new setting in Nonprofit Settings, Enable Passthrough Recurring Donation. Enabling this will allow a donor to select a recurring gift for the nonprofit from the Giving Hub, Nonprofit Directory Tab. These recurring donation will appear in the Donation Recurring table to be processed, and can be managed from the donor tab of Portal.
    Portal Options-Giving Hub Content: Updated the labels of the content fields to read more public friendly names.
    Portal Options-Portal Content: Updated the labels of the content fields to read more public friendly names.
    No permission changes with this release.
  • (08-07-2024) Added the ability for a nonprofit to log into a Portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Nonprofit tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible).
    Upon login, a nonprofit can edit and update the nonprofit’s details such as name, address, categories, contact person, public phone, public email, website, statement, images, and description. This will allow the nonprofit to keep information to date for their directory listing. The nonprofits listing will update with the changes made by the nonprofit. A notification of changes to a nonprofit listing can be sent using the Portal Options > Portal Notifications > Nonprofit updates. This will send an email to the foundation's staff about the nonprofits update to the their listing.
    In CommunitySuite, users will find a left-side menu in Nonprofits called Needs Review. This Needs Review menu will appear and turn red to signify there are nonprofits that have updated their information online. Users will see a list of nonprofits that have updated their Nonprofit Directory using the Portal. Selecting the Needs Review for a nonprofit, a user will be shown a log of the changes made by the nonprofit. Once the user has reviewed the changes, they can use the Mark As Reviewed from the left-side menu to clear this nonprofit.
    Permission changes: Portal Options
  • (07-10-2024) Resolved red error around edit of nonprofits.
  • (06-14-2024) Resolved an issue with the Nonprofit's Passthrough Fee Percent calculating as a flat amount instead of a percentage.
  • (03-25-2024) Added the ability to charge a processing fee for Nonprofit Passthrough Donation. The processing fee will work in conjunction with Enable Donate for nonprofits. In Nonprofit settings under Public Directory Settings, there is a new field for Passthrough Fee. This will allow users to charge a processing fee based on a percentage of a donations processed through the Nonprofit Directory. In the Grants New bucket, the grant created for the nonprofit will be a net of the donation minus the processing fee. On the Portal for Nonprofit designation, the Passthrough donation will be listed with total donated amount.
  • (03-06-2024) Added the ability to accept a pass-through donation for a nonprofit listed in the nonprofit directory. In order to accept donations for a nonprofit, a pass-through fund must be added in Nonprofit Settings. If a pass-through fund is not set but the Enable Donate has been set, the system will use the default fund set in system data. Enabling/Disabling this functionality can be added in bulk or individually. From the Nonprofit main page, there is a new left-side menu option called + Enable Donate. Selecting this option will open a checkbox list with the ability to select all, none, or by nonprofit. A - Disable Donate option is also available to remove this functionality. Once selected, a checkbox list will open with the ability to select all, none, or by nonprofit. Enabling/Disabling the ability to donate through the Nonprofit Directory can also be enabled/disabled for a specific nonprofit by selecting edit within a nonprofit record and updating the Enable Donate checkbox. If the nonprofit does not have a grantee designation, the donate button will not appear, and a red warning will appear in the Enable Donate field.
    Things to note: Consider revenue recognition rules with your team prior to enabling this functionality. If a pass-through fund is not set but the Enable donate has been set, the system will use the default fund set in system data. The grant award is the gross amount of the donation, which means the credit card fees will be paid by the pass-thru or default fun.
    A new directory URL field was added to the nonprofit record. This will allow the ability to copy and share the URL with the nonprofit.
    Added the ability import nonprofit profiles. This new import is located in the left-side menu in Nonprofits. The import will allow users to update information on current profile ids or create new nonprofit profiles.
    Things to note with the import: html_statement column and html_description column are boolean fields. If multiple profiles match on the name, then one that was created first will be used. Nonprofits: Users will be able to import more than on category on a nonprofit by using a semicolon. For example: Arts; Hunger. If the import has a category that is not created, it will create the new category during import.
    Nonprofit Settings: Added a new setting to add a pass-through fund. This will be the fund that is used for donations to nonprofits listed in the Nonprofit Directory.
  • (12-02-2024) Added the Fund Steward name field to the List Cart report. This will allow for easy identification of fund steward related to the abandon cart from fund advisors.
  • (11-07-2024) Fund Advisors: Removed the Profile Notification left-side menu from Fund Advisor object. This will only be located in Portal Options > Portal Notifications.
  • (08-07-2024) Added the ability for a fund advisor to log into a portal with an email or username with password. To enable this functionality, navigate to Portal Options > Portal Settings > Fund Advisor tab. There is a new setting that will allow users to “enable” this designation for the Portal, set the top nav name, and in the content area, is the “header” content for that designation (HTML compatible). 
    Once the Fund Advisor Tab has been enabled, users will see an update version of the fund advisor portal with a new full width layout, all of the same functionality, and additional functionality. The Fund Advisor settings for logins and tab permissions will still be controlled from the Fund Advisor object in CommunitySuite. Show History has updated charts and graphs with the additional date range options. Grant Request have become a new action button on the right side of all pages.
    In Portal Option Settings for the fund advisor, users can add the ability for fund managers to print manual fund statements. This will need to be enabled in the Portal Option Settings > Fund Advisor tab >"Manual Statements," which is the second to the last item listed in the first section. This will be a global setting for the Fund Advisors. Once this is enabled, fund advisors will see a new Manual Statement option on the Fund Statement tab on the Portal. This option will allow for monthly, quarterly, yearly or a custom date range fund statement in a pdf format to be created by the fund advisor.
    Things to note: This will not show draft form when creating the fund statement for the fund advisor.
    In Grants Management, there is the ability to edit or cancel a recurring grant. Under the Recurring Grants tab, a fund advisor can select a recurring grant record and have options to edit or cancel the recurring grant. When selecting Edit Recurring Grant, Next Date, Total Grants, and Anonymous fields are available for updates. Cancel will cancel and remove the recurring grant. Added the ability to display notes on a grant record when logged in as a fund advisor on the Portal. Users may add a note to a grant record and select Yes to share the Note. Sharing a note will allow the grantee and fund advisor to see the note.
    In CommunitySuite, users can add a Recurring Grant Reminder Days in Grant Settings. This field will allow users to select a number between 7 through 90 days to have the reminder email to send automatically. Grant content fields will need to be completed prior to email sending. By entering a 0 in this field, this will disable the emails. Added new Grant Content areas Recurring_grant_reminder_body and Recurring_grant_reminder_subject. These new content fields will need to be completed to use the automatic reminder emails for Recurring Grants. Recurring Grants must have a grant advisor with a primary email to receive the reminder emails. If the primary email has do not email enabled, emails will not be sent to the grant advisor. Also, Recurring Grant Reminder Days in Grant Settings will need to be entered.
    Added an option for a logged in fund advisor to create a grant or donate to a grant catalog, nonprofit, or internal grant from the fund listing on the donation page.
    Added the ability to create a voucher request from the fund advisor designation on the Portal. This new functionality will allow users to receive voucher requests in addition to the grant requests for a fund. This workflow will also use the grant approver workflow, so if there is a grant approver, then the same person would be the voucher approver. The grant request by functionality will work the same for voucher request. From the fund advisor record, users will need to enable the tab to display on the Portal. Once this is enabled, on the Portal the fund advisor will see the Voucher Request tab. Within Voucher Request, the fund advisor can select from Previous Vendors, Search Vendors, or Manual Vendor. Once the vendor is selected, the fund advisor will need to complete the ref number, description, amount, attach any documents, review, and submit the request. The fund advisor will be able to see any recent vouchers, vouchers needing approval, or cancel vouchers.
    In CommuitySuite, once the voucher has been submitted, there is a Voucher Request bucket. Users will process the vouchers by selecting Create Vouchers, applying any allocation tables, and selecting an account. In Accounts > Defaults, there is a new Default Voucher Request Expense field that will need to be completed.
    Permission changes: Portal Options
  • (07-15-2024) Resolved an issue with the Set Email as Login, Send Login Emails, and Send Login Emails not appearing in left-side menu. 
  • (06-05-2024) Added a checkbox in Fund Advisor Settings called Grant Request Confirmation Text. This will allow users to enable a confirmation checkbox for the grant request workflow in the fund advisor portal. With this enabled, fund advisors will not be able to process the grant request without checking the box to confirm request. This is an open text box that users can enter the grant eligibility language for their foundation. This text box is limited to 256 characters.
  • (05-14-2024) Resolved an issue that was created during the profile merge work. In the initial migration of fund advisors, a fund advisor was skipped if there was a login present but no password. The Fund Advisor's login were restored in this work.
  • (05-13-2024) Resolved an issue not allowing an User to to unlock Fund Advisor account.
  • (04-29-2024) Resolved an issue for fund advisors when using the password reset. This was caused by fund advisors entering passwords that do not conform to the password policy or are on the bad password list. Updated the workflow to expose the error if the password was not accepted.
  • (04-29-2024) Resolved an issue when resetting a fund advisor password, the log was entered on the user login in log and not the Fund Advisor Login Log. This password cleared log will now display in the Fund Advisor Login Log.
  • (04-26-2024) Resolved an issue with the ampersand not appearing in name merge field when sending fund advisor login email.
  • (04-25-2024) Resolved an issue when sending login emails to fund advisors in bulk. The salutation merge field was not populating.
  • (04-25-2024) Resolved an issue when sending login emails to fund advisors in bulk the salutation merge field was not populating.
  • (04-19-2024) Added the address fields to the Guidestar grantee search. This will allow Fund Advisors an easier way to confirm they are selecting the correct grantee.
  • (04-19-2024) Enhanced the grant request workflow for Supporting Org. When selecting the Supporting Org group and then grant request in the recent grant list, the fund as been added as a column next to the recipient column. This will allow the Supporting Organization's to see which fund the grant was issued from.
  • (03-25-2024) Removed Enable Fund Statement Notify Emails from the Fund Advisor Settings list since this functionality has moved to the Fund Statements workflow.
  • (03-13-2024) Resolved an issue with the loss of ability to create/edit a Fund Advisor designation without entering data into the Login field.
  • (03-08-2024) Resolved an issue with fund advisor. When making a change to the Advisor_login_email and Advisor_request_confirm_email_body. it was causing a red error.
  • (03-04-2024) Updated the content merge fields for the following Fund Advisor emails: Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
    Donation: Updated the content merge fields for the following donation email:
    Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label.
    Funds: Updated the content merge fields for the following funds emails:
    Fund Statement Email Body and Fund Statement Review Email Body: fund name.
    No permission changes with this release.
  • (03-04-2024) Resolved an issue with fund advisor Portal login that with a login name containing a space. The system will no longer allow users to create a login with a space.
  • (02-14-2024) Added the ability for users to Login As a Fund Advisor without the Fund Advisor setting a password. This will allow users to assist and review the view of a Fund Advisors prior to them logging into the Fund Advisor Portal.
  • (01-22-2024) Resolved an issue when a fund advisor has 2 Factor Authentication enabled and uses the forgot password link, the system does not prompt for 2 Factor Authentication. The fund advisor will now be prompted to enter the new reset password followed by the 2 Factor Authentication prompt.
  • No release notes yet for this year.
  • (12-05-2024) Outlook Integration: Added the ability for users to connect CSuite using an Outlook App. In the Me section of CSuite in the left hand menu, users will see the API keys. Selecting this menu option will bring the user to the API keys menu. Users will see the manually install or IT install instructions for the Outlook Integration. Once this is loaded in the users Outlook, they can create an API key. Select Create and add a description. This will take the user to the API key with Site, API key and API Secret. These fields will be needed in the Outlook App. In Outlook, users can search in the App Store or maybe visible in the quick menu bar. The icon will read Foundant for Outlook Integration, Add note to CSuite. Once the App is opened on there will be a Settings button. Select the settings button and enter the site, API key, and API Secret and Save. Once the settings are complete. The user can then select an email they would like to have in CSuite as a note on a profile. The search box will appear and users can search names or emails of profiles in CSuite. The integration will recognize the sender of the email, and populate a list of profiles with the corresponding email in the search box. Search results will appear in a drop down box under the search box. This will display the profile name, profile id, and profile type(individual, household, or organization). Select a profile from the results and select Add Note to Profile. This will add the entire email chain as a note to the profile's note tab. Users can attach the email to additional search results, by selecting the next profile and Add note to profile.
    Things to Note: Setting up the App manually or with IT will need to be completed until our App is certified with Microsoft.

 

  • (06-05-2024) Our team added a new left-side menu called Primary Contacts. This will allow you to select users you wish to mark as the primary contact. The two users with the most logins in the last six months will be defaulted to Primary Contacts. Primary Contacts are used by the Foundant team for communications.
  • (06-05-2024) Resolved an issue with System Data having a red error and objects missing.
  • (03-20-2024) Resolved an issue with site logos not loading and displaying correctly.
  • (02-28-2024) Resolved an issue within System Data field: Test Email Data. If the domain included a number, CommunitySuite was unable to validate.
  • (01-03-2024) Added CPA005 file to the ACH Format field. Selecting an ACH Format from System Data create that file type for any Bank or Investment account using electronic payments. The ORG ID field to is an alpha numeric field . Added the ORG Short Name field, this field is limited to 15 characters. If the Addendum is enabled the Check Memo field will display in the record. This field will be limited to 19 characters. Using the left-side menu CPA005 Settings will allow users to edit all settings for the file once the credentials are configured. Options within Settings: Org ID, Org Short Name, File Number, Processing Center, Addenda Record.
  • (10-11-2024) Resolved an issue when trying to change your password from the "me" page. This page is found by clicking on the users name in the top right corner. The ability to change the users password was inadvertently removed with new login work from profiles.
  • (08-27-2024) Resolved an issue when enabling Password Policy would actually disable the policy.
  • (07-10-2024) Resolved the inability to unlock a User from the new login changes.
  • (05-16-2024) Resolved an issue with CommunitySuite user logins being removed during the profile merge. This would happen if the user had a login but no password set in the system. The logins have been restored for users.
  • (05-13-2024) Updated the layout for users with tabs. Users will now be a designation on a profile. On the left-side menu in Users, there is a new Login Duplicates. This will display any profiles that have user logins duplicated. Once the list of duplicates is resolved, the profiles will remove from the list.
  • (04-25-2024) Summit Idea Lab: Updated the language on the email reporting a new login for users to help clarify that location is not exact.
  • (04-03-2024) Forgot Password/Set Password - When a User changes a password (reset in User or with forgot password selection), a system generated email is sent to that user notifying them of change. Users will also be notified when they have logged in from a location they have not logged into before. It will look at the last five locations over six months to recognize the city/region/country from prior logins.
  • (03-29-2024) Two Factor Authentication - A system generated email will now be sent if two factor authentication is disabled for a User.
  • (02-15-2024) Added new permission on users area called “Assign Admin Group”. If you do not have this permission, you cannot add or remove someone to the admin group. You also cannot edit the admin group (i.e. remove people from the group screen). This closes all the loopholes that exist that allow you to elevate you to the ability to set overall permissions to things in the system.
  • (01-02-2024) Updated the wording for Forgot Password Email:
    If an account with the provided information is found, instructions to reset your password will be sent to the email address for that account.
    The Forgot Password link will expire after 24 hours and is a one time use link. Please wait at least five minutes and check your spam folder for the email to arrive before trying again.
  • (05-16-2024) Resolved an issue when making or deleting a groups. A red error would appear.
  • No release notes yet for this year.
  • (02-05-2024) Added a Public Name text field. This will allow users to have a Public Name for Grant Types on the donation pages. The Name field will show if there isn't a public name. There will not be any bulk actions or reporting on this field.
  • (02-05-2024) Added a Public Name text field. This will allow users to have a Public Name for Service Areas on the donation pages. The Name field will show if there isn't a public name. There will not be any bulk actions or reporting on this field.
  • (10-11-2024) Stripe: Updated the Stripe payment processor setup to only allow the creation of one Stripe processor for payment methods. Stripe payment processor cannot be deleted without removing it from the payment method or making the payment method inactive first.
  • (10-07-2024) Stripe: Resolved an issue with Stripe nonpayment no longer processing since Stripe renamed fields. Updated CommunitySuite to allow for the updates.
  • (06-20-2024) Stripe Terminal: Updated the Stripe Terminal functionality to allow for Canadian Transactions.
  • (05-01-2024) Added the ability to enable a Stripe terminal using the Stripe payment processor. In Stripe payment processor, there is a new left-side menu, Connect Terminal. To connect the Stripe Terminal, users must power on the Stripe terminal and enter the Reader code. Once the code is entered, users will need to name the terminal. Users may have several terminals connected to CommunitySuite at one time. This will allow for several transactions to be processed at once. Users will need to create a payment for the transaction. Once the payment is created, there is a new payment option, Stripe Terminal. User will select this payment method, and the terminal is ready to process the credit card information. In the Stripe payment processor menu, users will see the link to the Stripe terminal that is supported. 
  • (05-01-2024) Researched the cancelled status for Stripe ACH payments.
  • (05-01-2024) Added the ability to [delete] items in the Stripe Payment processor that are old canceled or unprocessed transactions. This new option will allow users to clean up old transactions. Users will want to be cautious not to delete any transactions that are needing to be manually rerun or still processing.
    No Permission Change with this release.
  • No release notes yet for this year.

 

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