CommunitySuite Course Videos

CommunitySuite Learning Experience

Introduction to CommunitySuite and Navigation

Create a User and Add a User to a Group

Permissions Overview

Accounts and Configurations

Bulk Edit Accounts

Equity Account Restriction Settings

Investment Strategies

Profiles and CRM Overview

User-Defined Fields

Create Profiles

Profile Duplicates

Fund List and Groups

Create and Edit Funds

Copy and Bulk Edit Funds

Fund Fee Types

Donation Settings

Donation Types

Create a Donation

Donations Page and Tax Receipts

Profile Payments and Invoices

Till and Deposits

Create and Process a Voucher

Create and Process an External Grant

Create a Scholarship Program

Create and Process a Scholarship Award

End of Period Overview

Create a Statement Voucher

Campaigns Overview

Create a Marketing Campaign (Mailing List)

Create an Event Campaign

Opportunities Overview

Create an Opportuntiy Type

Assign Profiles to Opportunities 

Templates Overview

Check Templates

Custom Reports