This article contains all the CommunitySuite videos from Foundant Courses that you can refer to at any point during and after your implementation.
Videos are provided for your reference and are to be viewed at your discretion. It is not necessary to watch each video unless it supports your learning.
Get Started
CommunitySuite Learning Experience
Introduction to CommunitySuite and Navigation
Users and System Data
Create a User and Add a User to a Group
Permissions Overview
Accounts
Accounts and Configurations
Bulk Edit Accounts
Equity Account Restriction Settings
Investment Strategies
Profiles
Profiles and CRM Overview
User-Defined Fields
Create Profiles
Profile Duplicates
Funds
Fund List and Groups
Create and Edit Funds
Copy and Bulk Edit Funds
Fund Fee Types
Money In
Donation Settings
Donation Types
Create a Donation
Donations Page and Tax Receipts
Profile Payments and Invoices
Till and Deposits
Money Out
Create and Process a Voucher
Create and Process an External Grant
Create a Scholarship Program
Create and Process a Scholarship Award
Post Checks in Batch
End of Period
End of Period Overview
Create a Statement Voucher
Cash Management
Bank Reconciliation
Revenue Share
Admin Fees
Distributions
Campaigns
Campaigns Overview
Create a Marketing Campaign (Mailing List)
Create an Event Campaign
Add Profiles to a Campaign in Bulk
Opportunities
Opportunities Overview
Create an Opportuntiy Type
Assign Profiles to Opportunities
Link Donations, Pledges, or Promises to Opportunities