CommunitySuite Release Notes 2025

Monthly Release Features are listed with a Monthly Release: [Date] heading and have links to relevant resources. Other enhancements/fixes are listed with a Product Enhancements: [Date] heading.

December 2025

Product Enhancements: December 23

Profiles: Resolved an issue causing an error when merging duplicate profiles.

Product Enhancements: December 22

Admin Fees: Added the ability to archive fund fee types and admin fee reports. Once selected, the admin fee or fund fee type will no longer process and will be moved to an archived list.

To archive an Admin Fee: navigate to Money In -> Admin Fees and select the fee you wish to archive. Select archive from the left-side menu. The fee will no longer show in your list of active admin fees. You can view all archived admin fees by selecting Archived Admin Fees in the left menu.

To archive a Fund Fee Type: navigate to Money In -> Admin Fees and select fund fee types from the left-side menu. From the list of active fund fee types, select the fee type you wish to archive. Select archive from the left menu. The fee type will no longer show in your list of active fund fee types. You can view all archived fund fee types by selecting Archived Fund Fee Types in the left menu.

To un-archive a fee or fee type, navigate to the relevant Archived list (Archived Admin Fees or Archived Fund Fee types) from the Admin Fees left-side menu. Select the ID of the fee or fee type you wish to un-archive. Select un-archive from the left menu. You will now see the fee or fee type restored in the active Admin Fees or Fund Fee Type List.

Integrated Grant Catalog: Resolved an error that occurred with the post and get approval action with synced grants where the Adjust Net Of Fees option was used. If users are still experiencing an error, removing and re-adding the payment will resolve it.

Product Enhancements: December 11

Checks: Resolved an issue in checks where selecting a Nacha download without a date would produce a red error.

Product Enhancements: December 10

Profiles - Customer: Resolved an issue when selecting Customer Balance or attaching to Email; the system would throw a red error.

Journal Entries: Added multicurrency to journal entries. This will allow for exchange rates to be used on a journal entry. Users will need to make sure they are using dates when exchange rates are available. Sundays and holidays will not allow the user to post since the exchange rate can not be looked up.

Data Visualization: Updated the handling of deletes to be removed from the data visualization datasets. This will allow for more accurate reporting in Data Visualization. This step was also required to prepare for sending financial data to be used by the data visualization tool.

Product Enhancements: December 4

Data Visualization: Added invoices, vouchers, pledges to profile and fund activity reports to allow for more robust reporting capabilities within the data visualization tool.

Donations: Resolved an issue where the recurring donations were no longer showing the donation as past due once the end date had passed or if the end date and next date were the same.

Product Enhancements: December 3

Portal - Fund Advisor: Updated the drill-down on the Show Report graphs to drill into the Grant Amounts.
Things to Note: Trend graphs for grants and donations will not be drillable graphs.

Profiles: Resolved an issue when linking a profile; the checkbox was not staying checked after save. This was causing the user to have to complete the steps multiple times before saving.

Monthly Release: December 3

Alumni V2

The alumni designation data layout has been updated with a consolidated table structure. The new table now displays all academic information in a single view. 

Key Benefits

These updates provide users with a more comprehensive and holistic view of each alumnus's academic history and activities, reducing the need to navigate between multiple screens or tables, while offering greater flexibility to customize honors designations to match institutional requirements.

Alumni Designation Updates

Updated the alumni designation data layout with a consolidated table structure. The new table now displays all academic information in a single view, including: School, Degree, Major, Minor, Honors, Start Date, End Date, Graduate Status, and Transfer information.

Enhanced the Activity table to display: School, Activity, and Active Status.

Added the ability for users to create and manage a custom Honors list. Users can now define the specific honors levels that apply to their alumni population, ensuring the system reflects their institution's recognition standards.

Added an import tool for the Alumni Designation. This will allow users to import data for the Alumni Degrees table and Alumni Activities. On the Alumni Degrees table import, the School ID and Profile ID are required fields. If the profile does not have the Alumni designation, the import will make them one on either import. On the Alumni Degrees import, Major, Honor, and Minor fields are not required, but if added to the import, they must match the corresponding tables. On the Alumni Activities import, the activity name field is not required, but if added to the import, it must match the corresponding tables.

Resources:

• Alumni Designation
• Profile Designations

Budget Updates

We have expanded budget setup options to give you more flexibility and save time when creating annual budgets. With these updates, users will have time savings, flexibility, and accuracy. 

Budget Creation Updates

When creating budgets, you now have five options to choose from:

• New budget (no values) – Start with a blank budget for your selected year
• Copy last year's budget – Duplicate the previous year's budgeted amounts
• Percent over last year's budget – Apply a percentage increase or decrease to the previous year's budget
• Copy last year's actual – Use the previous year's actual amounts as your starting point
• Percent over last year's actual – Apply a percentage adjustment to the previous year's actual amounts

All options automatically apply to funds that have budgeting enabled for the selected year, streamlining your budget preparation process.

Resource:

• Budget

Donation Batch Workflow

This enables administrators and donation entry staff to efficiently enter, review, and manage donations in batch mode within CommunitySuite. This feature provides a batch entry screen, allowing users to streamline high-volume donation processing.

Key Benefits

• Increased Efficiency: Process donations faster with a purpose-built batch entry interface.
• Reduced Errors: Review multiple entries at once before finalizing.
• Better Resource Utilization: Free up staff time for donor relationships and strategic initiatives.

Batch Donation Entry

Process multiple donations quickly and efficiently within a dedicated batch mode, eliminating the need to navigate through individual donation forms repeatedly. This is particularly valuable during fundraising campaigns, event processing, or year-end giving periods.

Resource:

• Create, Copy, and Post a Donation

Donation UI Update

We are excited to announce a redesigned layout for donation creation and display as part of our ongoing UI/UX improvements across CommunitySuite. This update is part of our comprehensive UI/UX enhancement initiative rolling out across CommunitySuite. Stay tuned for additional improvements designed to make your experience even better.

Key Benefits

• Above-the-Fold Visibility: All essential donation information is now visible without scrolling, improving efficiency and reducing time spent navigating the page.
• Logical Information Grouping: Core transactional data is separated from supplementary details for easier scanning and data entry.
• Streamlined Workflow: The intuitive layout supports faster donation processing and review.
• Reduced Clutter: Supporting documentation and activities are neatly organized in dedicated tabs.

Enhanced Donation Creation and Display Layout

Reorganized Two-Column Layout: The donation interface now features an improved two-column design that optimizes screen space and enhances usability.

Donation Information: Donation ID, Donation Date, Status, Donor, Advisor, Anonymous flag, Address, Donation Type (if enabled), Amount, Payment Method, Payment Data, Tax Receipt, and Fund Information.

Additional Information: Recognition Name, Tax Receipt Template, Check Number, Apply to Spendable, Description, Grant Catalog, Campaign, Service Area, Donation Comment, Custom Message, No Donation Serial Number, Soft Credits, Tribute, and Custom Fields.

Tabbed Organization for Supporting Information

Additionally, we have organized the reference information, tasks, files, and notes in their own tabs for a better user experience. This tabbed interface reduces clutter and makes it easier to access the specific information you need. The Reference Tab has been added to easily find Transaction IDs, Pledge IDs, Opportunities, and the Grant Card Group.

Donation Legal Terms

We have added a new Donation Legal Terms feature to the Giving Hub workflow, providing organizations with the ability to require donors to acknowledge legal terms before completing their transactions.

Key Benefits

• Legal Compliance: Ensure donors acknowledge important legal terms and conditions.
• Customizable Language: Tailor the title and description to meet your organization's specific legal requirements.
•  Audit Trail: Track and report on legal terms acceptance through Custom Reporting.
• Seamless Integration: The feature fits naturally into the existing Giving Hub checkout workflow.

Donation Legal Terms for Giving Hub

The legal terms checkbox displays in the Additional Information section of the Giving Hub checkout process. When enabled, the Donation Legal Terms checkbox becomes a required field for all donors. Donors cannot complete their transaction without acknowledging the terms.


 

Custom Reporting 

The Donation Legal Terms field has been added to Custom Reporting, allowing you to track donor acceptance of legal terms and generate compliance reports

Resource:

• Portal Options Settings

Electronic Checks Batch Processing Update

Checks: Updated the check batches for electronic checks to process as a background job if there are more than 10 checks in a batch. This change was made to improve performance when processing check batches.

November 2025

Product Enhancements: November 26

Financials: Updated the Audit Report so that the grouped by invest option displays the Investment Strategy name.

Vouchers: Updated vouchers to update the items table to reflect the currency selected in the voucher table when using a foreign currency.

Things to note: Voucher date can not be today's date since the exchange rate is as of the prior day's rate.

Product Enhancements: November 19

Profiles: Resolved an issue with the new UI update where the Log and Merge buttons for the Grantee designation were not linked.

Search: Resolved an issue when using the Search; foreign addresses would not appear in the drop-down for profiles.

Profiles: Resolved an issue when bulk deleting profiles that also have external ids, this would cause a red error.

General Ledger: Resolved an issue where the system would not allow the books to close after removing an investment levels from an account.

Product Enhancements: November 17

Donations: Updated the workflow for recurring donations to allow for the new Stripe workflow process. This new workflow will not allow for testing in the Sandbox.

Profiles: Resolved an issue with importing the Other Detail text on phone numbers; you could not delete the text.

Grants: Resolved an issue when processing Grant Award letters from a grant record. Before this fix, the user could not email an award letter from the grant record.

Integration-SmS: Updated the webhooks to payment's external_code. This will allow payment line updates on grants.

Product Enhancements: November 13

Campaigns: Resolved an issue with the cart checkout workflow; the entry in the tickets table was being made before the entry in the overall event table in campaigns. So if you bought a ticket online, then check the campaign, the purchased ticket would not be in the summary table.

Product Enhancements: November 7

Issue Resolution -  Home Menu Screen Error Summary: A deployment earlier today caused a critical error on the home menu screen, displaying a red error message that prevented users from accessing the home menu functionality. Users were unable to access the home menu screen during the incident window. Our engineering team identified and resolved the issue. The home menu screen is now functioning normally.

Home: Added alerts to the Home Screen to alert users if there are settings that need attention. If there is an alert, it can be cleared in System Data in the left-side menu under Errors. This will show a list of any settings that require attention. Users can clear the errors by selecting Clear Errors from the left-side menu. Users will need the System Data Edit permission to clear the alert. 

Files: Resolved an issue with the antivirus scan that would not allow users to upload files that contained a password. Added "Warning: This file could not be scanned for viruses because it's password protected, an unsupported file type, or too large. It may be unsafe to open. Are you sure you want to proceed?" If infected next to the file, there will be an exclamation point, and if unsupported, it will show a question mark.

Giving Hub: Resolved an issue with the Affiliate Giving Hub event styling not applying all the way through the checkout workflow.

Product Enhancements: November 5

Scholarship: Resolved an issue when canceling a multifund scholarship; the canceled amount was not returning to the spendable balance if Apply to Spendable was checked.

Accounts: Updated Cash Account closure workflow now checks if the account is assigned to any funds. Users must reassign the fund to a new Cash Account before closing the original account, thereby preventing online giving transaction failures that would occur if a fund's Cash Account were closed while it is still in use.

Giving Hub: Resolved an issue for clients using the Square integration the credit card giving was no longer an option.

Monthly Release: November 5

Portal Donate Button

The Portal has been enhanced with a Donate button.

Key Benefits

Simplified Donation Flow: Users can complete a donation directly within the Portal interface.

Integrated with Stripe: Donations are securely processed through Stripe.

Per Fund Setting: Users' flexibility for each fund.

This improvement enhances user experience by reducing friction and providing a faster, more intuitive giving experience for fund advisors.

Donate Button

A Donate button has been added next to the Grant Request button in the Portal. This feature streamlines the donation process for fund advisors, allowing them to contribute directly to their fund without navigating through the Giving Hub pages. This setting is enabled at the fund level.

Fund: Added the Enable Fund Advisor Donate setting on the fund record in the Fund Advisor Portal settings table. This will allow users to enable a Donate button on the fund advisor per fund. The Enable Fund Advisor Donate setting can also be enabled in fund bulk actions. 

Resource:

• Fund Management Tab of the Portal

Cross Product Integration

A cross-product integration that allows users to securely link their GLM/SLM users.

Key Benefits

Streamlined workflow between GLM and CSuite systems. Reduced need for multiple logins across platforms. Secure Token Implementation: Implemented dot token security protocol for safe profile connection. Improved user experience with context-aware navigation. This update significantly improves the user experience by creating a seamless bridge between GLM and CommunitySuite while maintaining robust security standards.

Cross Product Authentication

We have introduced a cross-product integration that allows users to securely link their GLM/SLM users to CommunitySuite, enabling seamless navigation between systems while maintaining proper authentication and access controls. This integration can be used in profiles, grants, and scholarships, depending on licensure.

Synced Profiles: Using a linked profile between SLM or GLM, in CommunitySuite, a user can select the GLM or SLM icon to jump over to the profile on the other product. This new feature allows for a cross-product authentication process between systems.

Synced Grants: Using a linked grant between GLM and CommunitySuite, a user can select the GLM icon to jump over to the grant record on the other product. This new feature allows for a cross-product authentication process between systems.

Synced Scholarships: Using a linked scholarship between SLM and CommunitySuite, a user can select the SLM icon to jump over to the grant record on the other product. This new feature allows for a cross-product authentication process between systems.

Resource:

• Cross Product Authentication
• Video

October 2025

Product Enhancements: October 31

Grants: Resolved an issue in the Voucher bucket when looking at a Grant record; the Print display was no longer populating information.

Grants: Updated internal grant workflows for affiliates and sponsored organizations; they now display the affiliate/sponsored organization name only when marked as a separate entity; otherwise, the foundation name will be shown.

Grants: Removed the COVID fields from Grants. If clients were previously using that field for reporting purposes, they can convert the COVID Field to a Grants Custom Field. In Grants Custom Fields, users will see a Convert Covid-19 left-side menu. Selecting this will convert the COVID-19 Field into a custom field for future reporting.

Product Enhancements: October 30

Reports - Data Visualization: Updated the CSS to allow for version and remove the invalid options for production and sandbox.

Reports - Data Visualization: Updated the ID fields in Reports Data Visualization to display meaningful identifiers (profile IDs, fund IDs, grant IDs, etc.) instead of GUID values.

Profiles: Resolved an issue when merging Vendor Profiles with Voucher Requests from the Portal; the user would receive a red error. 

Product Enhancements: October 28

Accounts: Updated the error message on Accounts when applying an investment level. If the percentages total more than 100%, a job error will post. This can happen due to migration issues. Please reach out to support if you receive this error.

Stripe: Resolved issue when selecting Pay from an auction item, the user would receive a red error. Updated the Stripe workflow for Auction items.

Product Enhancements: October 22

Till: Resolved an issue with Till Balance not looking at the correct account. This was caused when the location had a GL account that did not match the default account, but the location field has been removed.

Reports: Resolved an issue with Total Donations & Amount Fields not populating for merged profiles.

Product Enhancements: October 21

Grants: Updated the calculations with Adjust Net of Fees. The prior calculation was skipping coverage donation's fee amounts.

Campaigns: Resolved an issue when adding campaign guests. If a user on the backend had converted the guest to Profile, the donor would receive an error, "Please Enter First Name," when trying to update the request.

Giving Hub: Resolved an issue with the Affiliate Giving Hub event styling not applying all the way through the checkout workflow.

Profiles: Updated the Phone and Email bulk update templates. The Phone bulk update template now includes a "Phone Detail" column for updating the Detail field, making it easier to distinguish from the address detail field and enabling bulk updates to phone other details. The Email bulk update template now includes a "Email Detail" column for updating the Other Detail field, making it easier to distinguish from the address detail field and enabling bulk updates to phone other details.

Profiles: Updated the Import template for importing profiles by adding the Login column. This will allow users a way to create logins at the time of profile creation.

Product Enhancements: October 15

Reports: Added sticky headers back to the report displays.

Financials: Added sticky headers back to the report displays.

Opportunities: Resolved misalignment of the ALL or None buttons when selecting Send Letters in Opportunities.

Bank Reconciliation: Resolved an issue when using the reverse bank reconcile it would throw the client into a loop. This was caused by a balancing issue. Resolved an issue with the cancel button not canceling correctly.

Stripe: Resolved issue when selecting Pay from an auction item; the user would receive a red error.

Product Enhancements: October 14

Stripe: Resolved an issue with Recurring Donations no longer having an Add CC step when creating a new donation. The left-side menu has been added back in the Recurring Donation workflow from the donor profile.

Profiles: Resolved an issue when using the profile import to create new individuals and organizations that share a profile link; the organization name specified in the relationship_org field of the import document is not populating. This also meant clients could not import individual profiles that have a profile link to a new org and an org role to a different new org.

Product Enhancements: October 13

Data Visualization: Resolved an issue where users with special characters in their names could not use data visualization.

Giving Hub: Resolved an issue where, when using free tickets, the system would allow you to oversell.

Product Enhancements: October 7

UI Updates: Updated how the drop-down menu displays for custom fields. With the new look enabled the drop-down menu was out of alignment. Sticky headers have been removed on financial reporting, but will be resolved in a future release.

Profiles: Resolved an issue when using the profile import template to create new individual and organizational profiles that share a Profile Link. Profile Links are created by populating the relationship fields in the template. The organization name specified in the relationship_org field in the import template was not populating once imported into CommunitySuite. This also meant that clients could not import individual profiles that have a Profile Link to a new organization and also have an Org Role to a different new organization.

Invoices: Resolved an issue when printing envelopes for Invoices. The print job would not start, it would just refresh the page.

Product Enhancements: October 6

Giving Hub: Resolved an issue for Affiliate funds that were marked private, but the direct donation link would still allow donations.

Portal-Donor: Updated the Receipts Lookback Date to apply to the ability to print tax receipts as a Donor on the Portal. Users can set this by going to Portal Options, Portal Settings, and then Edit Lookback Dates on the Lookback Date tab. Applying a date in the Receipts Lookback Date field will set a lookback date for the ability to print tax receipts from a donation on or after the date entered. This setting applies to the donor designation on the Portal. 

Product Enhancements: October 5

Payments: Backend Stripe Workflow Update

The backend Stripe workflow has been updated.

Stripe Backend

The backend Stripe processes have been updated to use the new Stripe workflow. This update impacts credit card payments directly from within Payments, Donations, and Selling tickets. This also allows Stripe to be a payment method for invoices, tickets, and donations.

Donations: The backend Stripe processes have been updated to use the new Stripe workflow. This update impacts credit card payments directly from Donations.

Payments: The backend Stripe processes have been updated to use the new Stripe workflow. This also allows Stripe to be a payment method for invoices, tickets, and donations. 

Campaigns: The backend Stripe processes have been updated to use the new Stripe workflow when selling tickets within a campaign. 

Payment Processor and Account-Stripe Updates

Users are now able to view Stripe payment transactions and deposits directly within CommunitySuite, with a new quick-access section under Accounts. Additionally, the Stripe webhook configuration has been relocated. Webhooks can now be configured in the Payment Processors object area within the Stripe Processor Module in the left-side menu item called Stripe Config. Stripe Config has enhanced security features including masked secret keys and dedicated permission controls.

Payment Processor-Stripe Updates

Accounts: Accounts can now view payment transactions and deposits directly within CommunitySuite via the Stripe object within Payment Processors. This update provides better visibility into payment flows and improves financial tracking capabilities.

A dedicated Stripe Transactions section has been added within Accounts. Navigate to the bank account that has Stripe connected and click Stripe Transactions in the left-side menu for quick access.

Relocated Stripe Webhooks Configuration: Users are now able to manage Stripe webhooks within the Payment Processor Module for Stripe. Navigate to Payment Processors and click Stripe. In the left-side menu there is now a Stripe Config item. Within Stripe Config, users can see and edit Stripe webhooks.

This relocation provides enhanced security for Stripe webhook management with these enhanced security features:

• Live Secret Key is now masked in the interface for additional security protection.
• Added separate permission controls for Stripe Config access.

Permissions: Updated Payment Processors Advanced permissions with a Stripe Config permission setting. This will allow a user to see and edit Stripe webhooks. This update will allow for additional security around the Stripe webhooks.

Resources:

• Stripe
• Payment Processors Permissions

Product Enhancements: October 3

Reports: Updated the instructions for the PowerBI API: Documents\Microsoft Power BI Desktop/Custom Connectors to reflect the correct path.

Bank Reconciliation: Updated the matching logic for bank reconciliation to improve accuracy when matching transactions with and without check numbers. CommunitySuite now uses separate matching rules based on check number presence. When the General Ledger (GL) line has a check number: the matching line must also have a check number, check numbers must match, and amounts must match. When the GL line has NO check number: the matching line must also have NO check number and match based on date and amount.

Previous behavior with the matching logic could incorrectly match check transactions with non-check transactions, causing reconciliation inaccuracies. 

Monthly Release: October 1

Integrations

API Connections and Marketplace are now available for purchase as optional add-on features.

Key Benefits

Unlimited Integration Potential: No restrictions on which APIs you can connect to or how many objects you can access across native integrations and Marketplace solutions.

Simplified Billing: Select your product and purchase either API functionality, Marketplace, or both. No need to track individual connection usage or separate billing for third-party integrations.

Complete Data Access: Review API document endpoints and Marketplace add-on specifications.

Extended Ecosystem: Access our native integration library and curated third-party solutions through the Marketplace, expanding your integration possibilities beyond core platform offerings.

Flexible Deployment Options: Choose from pre-built native integrations for immediate setup or explore specialized Marketplace add-ons for niche use cases and advanced functionality.

API Connections and Marketplace-Addon features

We are excited to announce that API Connections and Marketplace are now available as optional add-on features, giving you the flexibility to enhance your workflow with external integrations only when you need them. Integration options will be located in System Data in the left-side menu as a new item. Once selecting Integrations, users will see menu options for both API documentation and Marketplace. These will be add-on features available for purchase à la carte.

API Connections

Access to all supported API objects through API Documentation, endpoints, and data types across our entire integration ecosystem. Review each supported object type to determine full read/write capabilities within each connected service. Connect to CRM systems, project management tools, marketing platforms, analytics service, communication tools, and more. Automatically gain access to new API connections and objects as we expand our integration library by reaching out to support@foundant.com.

Once the API documentation has been purchased, the menu items will become available to the user. Within the API documentation, the user will find the Introduction, Authentications, Responses, Required Fields, Request Parameters, Webhooks, and Objects available. Users will be responsible for setup, and the Foundant support team will not be able to answer technical questions concerning the API connections. Users will need to authorize a user to begin using.

Marketplace

• Salesforce Integration - Connect profiles from your Salesforce instance directly with CommunitySuite profiles through our new marketplace integration. This mapping between platforms uses our established marketplace connections to streamline your workflow. To learn more about setting up your Salesforce integration, contact support@foundant.com.

Once you have purchased one of the Marketplace connections. Users will have access to configure the connections to decide which information will be mapped between systems.

How It Works

1. Purchase the Add-On: Add API Connections to your existing plan to unlock both API integrations and/or Marketplace access.
2. Marketplace Exploration: Browse, evaluate, and install third-party addons that extend your integration capabilities with specialized tools and services.

Ready to Connect?

Add API Connections to your account today and unlock the full power of our integration ecosystem. Visit your account settings or contact our success team at support@foundant.com for pricing information.

Resource:

• Integrations

UI Refresh - Streamlined Navigation & Improved Table Actions

CommunitySuite has been given a user interface refresh with a shiny new look, streamlined navigation,  and improved table actions.

Key Improvements

Streamlined Navigation: Find what you need faster with logically grouped menu items accessible from any page via the top navigation bar.

Reduced Clicks: Perform actions directly within data tables without navigating to separate menu areas.

Better Context: Actions now appear exactly where you need them—right alongside the data they affect.

Cleaner Workspace: Removal of actions from the left menu creates an easier-to-read experience.

Shiny New Look

We have given our interface a fresh new look with improved navigation and more intuitive action placement to enhance your daily workflow. Clean, modern interface with refined styling and improved visual hierarchy for better usability. The main navigation has been restructured with organized dropdown menus along the top bar for faster access to key features. Action items have been relocated from the left sidebar directly into their corresponding data tables for more intuitive interaction. The core functionality remains the same—we have simply moved things to more logical locations. Most actions you are used to performing are now available directly within the tables where your data lives.

Profile Update: We have moved action items from the left-side navigation to create a more logical workflow. Actions you are used to performing are now available directly within the tables where your data lives, and the left-side menu is now easier to use and find items. 


 

Funds Update: We have moved action items from the left-side navigation to create a more logical workflow. Actions you are used to performing are now available directly within the tables where your data lives, and the left-side menu is now easier to use and find items.


 

Accounts Update: We have updated the layout of the account record with tabs. This will allow for easier identification of settings and other account attributes. Actions you are used to performing are now available directly within the tables where your data lives, and the left-side menu is now easier to use and find items.


 

Things to Note: There is a setting in Styles Settings that will allow a user to enable or disable the shiny new look. This will allow flexibility for the users as they learn the new look. There is also a setting to allow users to use their old top navigation, instead of the new top nav using our categories.

No permissions updated with this release.

Bank Reconciliation Import Match

The bank reconciliation process has been enhanced with automated transaction matching for imported bank transactions.

Bank Reconciliation Import Enhancement - Automated Transaction Matching

We have significantly improved the bank reconciliation process with new automated matching capabilities for imported bank transactions, making reconciliation faster and more efficient. The new automated matching system intelligently pairs imported bank transactions with existing system records based on multiple criteria. This is a streamlined process for importing and reconciling bank transactions directly within the system.

New Reconciliation Tools:

Quick Voucher Creation: Generate vouchers directly from unmatched transactions without leaving the reconciliation screen—located conveniently next to the standard Add button.

Transaction Cleanup: The Delete option allows the removal of unmatched imported transactions that are not needed for reconciliation.

Flexible Matching: Handle complex scenarios where one bank transaction needs to be reconciled against multiple system entries.

Once the user has imported transactions, from the left-side menu, this feature automatically attempts to match all imported transactions against your system records using: Transaction Date, Transaction Amount, Debit, or Credit type. For transactions that cannot be matched automatically, users retain full control with the ability to manually match one imported transaction to multiple system transactions when necessary. All transactions that could not be matched automatically appear at the bottom of the reconciliation screen for easy review and manual handling.

Things to Note: Vouchers created through Quick Voucher during reconciliation bypass the standard AP approval workflow. All unmatched transactions are automatically organized at the bottom of your reconciliation screen for systematic review.

No permissions were impacted with this release.

Resource:

• Reconcile an Account

Fund Import

The ability to import fund records has been added to CommunitySuite. This will allow for bulk fund creation and will significantly reduce setup time for foundations managing multiple funds.

Bulk Fund Creation

The new Fund Import feature is accessible via the left-side menu in Funds. This will allow a user to create funds based on 24 available fields, including:

• Basic identification (short_name, name, public_name)
• Organizational structure (fgroup_id, division_id, fsubgroup_id, fsegment_id)
• Fund characteristics (agency, daf_fund, endowed, anonymous, loans)
• Descriptions and summaries (summary, internal_description, detail_summary)
• Operational settings (dist_type_id, service_area_id, grant_type_id, invest_id)
• Management assignments (steward_employee_id, cash_account_id, sort_key)

Things to Note: These fields are required during import: Fund Name, Cash Account(checking account), Fund Group ID.

No permissions were impacted with this release.

Resource:

• Import Funds

Admin Fee Lifetime Max

A Maximum Lifetime Fee field has been added to admin fee types.

Admin Fees Enhancement: Lifetime Maximum Limits

Updated Admin Fees to accommodate lifetime maximums. This new field allows users to set a lifetime cap on an admin fee type, providing greater control over total fee accumulation across the account lifecycle.

Things to Note: Lifetime maximums are calculated out of the same expense account, so if changing admin fee expense accounts on a type, the calculation could be impacted.

Resource:

• Create and Edit Fund Fee Types

Grants - Bulk Add Service Areas

This enhancement streamlines the process of managing service areas across multiple grants.

Service Areas for Grants

Grants: You can now update the Service Area on grant records in bulk using the left-side menu bulk action on the Grants page.

1. Navigate to the left-side menu and select Set Service Area.
2. A table will display all grants in your current bucket.
3. Use the dropdown to select your desired Service Area.
4. Check the boxes next to the grants you want to update.
5. Click the Set Service Area button to apply changes.

This feature is available in the New, Approval, and Voucher buckets.

Reports: Reports containing Grant IDs now support bulk Service Area updates, providing the same efficiency improvements available in the main Grants section.

1. In the left-hand menu, go to Bulk Actions and select Set Service Area
2. A table will display all grants from your report
3. Use the dropdown to select your desired Service Area
4. Check the boxes next to the grants you want to update
5. Click the Set Service Area button to apply changes

Resource:

• Service Areas

Product Enhancements: [10-01-2025]

• Giving Hub: Resolved an issue with the Giving Hub showing a ‘Skip to Content’ message in the top left after clicking Donate on the Giving Hub page. The message would appear for a flash or up to a second or two.
• Portal - Profile: Resolved an issue when enabling the profile updates on the portal; updating the Phone Number would remove Other Detail.
• Grant Catalog: Resolved an issue when Approving Grant Catalog Requests in Bulk; the filter was not staying applied. This could result in a time-consuming process for clients.
• Financials: Updated the Balance Trend report to show totals for assets, liabilities, and net assets. The total line was causing confusion on the final balance, when it would net to $0.
• Reports: Resolved an issue with not being able to create charts and graphs within reports.
• Portal - Profile: Resolved an issue when enabling the profile updates on the portal; updating the Phone Number would remove Other Detail.

09-25-2025

• Reports: Added a Profile Activity Report and Fund Activity report to allow users to report on donations and grants for a fund or profile record. Using the profile activity report, users can use the profile ID to report on the grants and donations for a profile. Users will need to aggregate the information to gather totals for grants or donations. Using the fund activity report, users can use the fund ID to report on the grant and donations for a profile. Users will need to aggregate the information to gather totals for grants or donations.
• Tasks: Resolved an issue when sharing a Task and then making edits, the changes would not save.
• Opportunities: Resolved an issue where printing multiple PDF letters would cause a red error.
• Vouchers: Updated the Vouchers warning about the Spendable even when the voucher is not impacting spendable. Updated to only warn if Reduce Spendable is checked.
• Campaigns: Resolved an issue when enabling the unified ticket on a campaign, the additional donation was not applied. This was happening if the donor would enter an additional donation and click the up arrow to add a ticket without clicking anywhere else first, the additional donation does not get added to the cart. Updated the buttons to reflect add or update for better usability.
• Templates: Updated archived templates for grants to no longer appear in the grants template dropdown. Once the template is archived, it will be removed from the selection list.
• Dashboards: Resolved an issue with the profile dashboard not retaining the filters when selecting a drilldown.

09-24-2025

Data Visualization

We have enhanced CommunitySuite with a powerful new data visualization tool, enabling users to transform report data into compelling charts and graphs directly within the platform. From Custom Reports, select Data Visualization. Begin creating reports based on datasets from CommunitySuite

What's New

Integrated Visualization: This new tool can be found in the Custom Reports left-side menu and includes a built-in data visualization tool that converts your report data into professional charts and graphs.

Enhanced Data Analysis: Transform numerical data and trends into visual formats that make patterns, comparisons, and insights immediately apparent.

Key Features

Multiple Chart Types: Create various visualization formats including bar charts, line graphs, pie charts, and other standard business chart types to best represent your data.

Seamless Integration: Generate visualizations directly from your existing custom report data with no additional data entry or export required.

Professional Output: Produce presentation-ready charts and graphs suitable for board reports, stakeholder presentations, and internal analysis.

Permissions: User permissions will be based on the Custom Report permissions.

Benefits

Improved Data Comprehension: Visual representations make complex data relationships easier to understand at a glance.

Time Savings: Eliminate the need to export data and create charts in separate applications.

Consistent Formatting: Maintain visual consistency across all your reports and presentations.

How It Works

1. Access Data Visualization Tool directly within the report interface
2. Select Chart Type that best represents your data
3. Customize Display with titles, labels, and formatting options
4. Save or Export your completed visualization

 Resource:

•  
  • CommunitySuite Data Visualization Tool
• Funds: Resolved an issue that was allowing the HTML in the fund summary box to be erased on fund create. Updated the fund create to allow for hmtl language to be saved on fund create in the fund summary.
• Profiles: Updated the Add Opportunity to the Engagement tab instead of the Relationships tab to align with the move of opportunity tables.
• Portal - Login: Resolved an issue with the Portal Login with Email option directing to the username/password login URL.
• Portal - Fund Advisor: Resolved an issue with the cookies causing a login loop when a fund advisor was using email login with a PIN. This was forcing the fund advisor to try to log in twice.
• Profiles: Updated the Reassign Profile Link Relationships to not allow for a blank option. This was causing "ghost" profile links that do not show up on either end but still show up in reporting.
• Tasks: Resolved an issue when creating a payment from a profile record and then creating a task on the payment. When you tried to mark the task complete, it would cause a red error.
• Grants: Resolved an issue when double-clicking the create would duplicate all grant requests. Updated the create button to not allow double-clicking when processing a grant request.
• Reports: Resolved an issue with using the search box vs. checkbox selection when using the Org Id filter, not producing the same results.

09-23-2025

• Dashboards: Resolved an issue on the donor dashboard when using the filter Profile ID. This will now allow users to filter the donor dashboard by profile ID.
• Profiles - Grantee: Updated the Grants table drilldown to reflect both awarded and paid grants. This will align with the table header and present the correct data reflected in the table.
• Grants: Resolved an issue with recurring grant requests removing grant advisors if they were processed in bulk from the request bucket.
• Profiles: Resolved an issue when trying to merge profiles, and one has a loan attached. This would cause an error. Updated to allow the merging of profiles with a loan attached.
• Funds: Resolved an issue in the funds content area where a "Sorry, nothing to alert" error occurred when trying to edit.
• Integrations: Resolved an issue with integrated grants sending from CSuite to GLM. Users were receiving an error when trying to send.

09-19-2025

• Integrations: Resolved an issue with SLM Multifund grant edit causing a red error.
• Journal Entries: Resolved an issue with recurring journal entries receiving errors Euro Dates or changes the dates entered

09-18-2025

• Portal Options - Giving Hub Content: Resolved an issue with the Profile Type Content area not displaying.

09-15-2025

• Accounts: Added the ability for users to relabel and create Account Types. This new feature is found in the Accounts left-side menu, Account Types. Once this is selected, the user will see the list of Account types and the accounts associated with that type. Account types can be reordered by using drag and drop within the type. Users will be able to create, edit, or delete the account types.

09-12-2025

• Scholarships: Resolved an issue with bulk actions running a background job, and the user receiving a message that the background job is still running. Updated the bulk action process to create a background job if the number of scholarship items paid exceeds 50. Otherwise, we just run the queries to update them; there is no background job.
• Reports: Updated grant reports to display check information on historical grants.

09-11-2025

• Funds: Resolved an issue where, when adding or removing a fund image, it was not appearing or removing for several minutes.
• Campaigns: Resolved an issue when using the Unified Ticket setting; users were unable to disable ticket note.
• Reports: Resolved an issue with Opp Report. When adding the Assigned Employee Name field, it was causing a timeout error.
• Templates: Resolved an issue with the Invoice template not pulling Household Profile name/label info as expected. It was populating the household name as the first line of the address. This issue has been resolved.

09-08-2025

• Portal - Fund Advisor: Updated the Portal for Fund Advisors to be able to export invoices. Users will need to have the Invoice tab enabled for the fund advisor to use the new feature.
• Campaigns: Resolved an issue with Search Tribute not displaying for events.
• Grant Catalog: Resolved an issue with the funded amount not displaying with or without the Hide Funded checkbox enabled.

09-04-2025

• Filter Reports: Removed the limit/offset from filter reports. This was causing performance issues on these reports. The reports will now just display all results.
• Reports: Resolved an issue where using the Additional Beneficiary filter caused a red error.
• Admin Fees: Resolved an issue where running admin fee type looking at QEV for 12 quarters would receive a red error.
• Profiles: Updated the expired password set link to be valid for 90 days.
• System Data: Updated the Exchange Rate table to allow for more than two currencies.
• Funds: Resolved an issue with the Fund Summary Report showing red errors if a date range with no data was selected.
• Giving Hub: Resolved an issue, when purchasing event tickets, the Giving Hub Thank you page would flash, instead of the online ticket thank you.

09-03-2025

Feature: Grant Updates and Matching Option

Credit Card Fees and Revenue Tracking

• Credit Card Fees are now displayed on each grant payment line, allowing better visibility into processing costs.
• Credit Card Revenue from donors that covered credit card fees are also shown for accurate financial tracking.

Bulk Action – Reduce Grant by Fees

• New bulk action allows you to automatically reduce grants by their associated credit card fees.
• This is a net action, updating both:
  • Total grant amount
  • Payment lines
• Restriction: The Reduce Grant by Fees will not increase a grant if the credit card revenue is more than the credit card fees.

Bulk Action – Grant Matching

• Foundations can now bulk apply matching funds to a group of grants.
• Match options include:
  • Dollar amount
  • Percentage
  • Flat amount
• Matches are applied to:
  • Total grant value
  • Payment lines
• Restriction: All selected grants must originate from the same fund. If using more than one match, remember the additional matches will be based on grant amounts, with the first match added to the total grant amount. The Matching Fund MUST be different than the granting fund.
  • Resource:
    • Grants - Adjust Net of Fees and Matching
    • Video

Feature: Grant Catalog Enhancements for Give Day

We have completely reimagined the Grant Catalog with comprehensive updates designed to support Give Day campaigns and provide greater flexibility in grant management.

Detail Tab Enhancements:

Fund Integration: Added Fund field to Grant Catalog, enabling setup of dedicated catalog funds for streamlined grant organization.

Grant Type Categories: Redesigned functionality to use Grant Types as categories, allowing categories to display at the top of grant catalogs populated from Grantee or Fund records.

Request Form Customization: New Request Form Options provide complete control over required fields for grantees, including the ability to relabel input fields for a better user experience.

Fund Management Tools:

Add/Remove Fund Menu: New left-side menu option simplifies fund filtering and catalog management.

Enhanced Fund Selection:

• View funds with Fund Summaries for informed selection.
• Use the Summary checkbox to include fund information in the grant catalog.
• Streamlined Add Fund process moves selected funds directly to the catalog.

Bulk Fund Removal: Remove multiple funds at once using checkboxes or select-all functionality.

Grantee Management:

Add/Remove Grantees: New left-side menu options for efficient grantee catalog management with filtering capabilities.

Bulk Operations: Add or remove grantees individually or in bulk using checkbox selections.

Bulk Approval: Process multiple submitted requests simultaneously for faster grant management.

Request Management:

Add/Remove Requests: Filter and manage grantee requests with new bulk operations.

Automated Grant Creation: Adding requests from filtered nonprofit lists automatically creates grants for each selected grantee.

Nonprofit Directory Integration: When adding requests, choose to use short or long descriptions from the Nonprofit Directory listing.

New Catalog Features:

Notes Tab: Add custom notes to individual grant catalogs for internal tracking and communication.

Files Tab: Upload and attach supporting documents directly to grant catalogs.

UI/UX Improvements:

List View Option: New Styles setting creates a list view for grantees/funds, replacing card view for easier donation input and cart management.

Total Giving Display: Show Total Giving checkbox allows display of the total amount raised for each catalog.

Performance & Process Improvements:

Background Processing: Grant request creation from the nonprofit directory now runs as a background job for better performance with image handling.

Enhanced Exports: Grantee exports now include a detail column with donation comments for comprehensive donor information.

Match Descriptions: Added Match Description field for Match Grants functionality, displaying custom descriptions for grantees.

• Resources:
  • Grant Catalog Overview
  • Process Grantee Funding Requests for Grant Catalog
  • Giving Hub
  • Fund Management Tab of the Portal

Feature: Copy Opportunity

• Opportunities: Added the ability to copy an Opportunity. Copy functionality will copy Stage, Type, Target Date, Solicited Amount, Fund, Letter Template, Connected Profiles, Professional Advisors, Beneficiary Profile, Primary Assignee, and Secondary Assignees. Once a user has selected Copy, a new opportunity will be created, and the user will be taken to the newly created opportunity.
  - Things to Note: Copy will not copy Committed amounts, since that number can be tied to pledges, donations, and promises.
  • Resource:
    • Assign Profiles to Opportunities

Feature: Opportunity Letters-Email

New Feature: Email Opportunity Letters

Users can now email opportunity letters in addition to printing them. This provides more flexibility in how users communicate with constituents.

• After selecting Opportunities, users will see a new Send Letter option in the left-side menu.
• From this menu, users can:
  • Print or Email the opportunity letters.
  • Choose between Download or Email under the Action option.
  • Select PDF or Word Document as the File Format.
  • Use the Auto-Attach Document option to attach the letter directly to the opportunity record.
• Users can apply this action to:
  • All opportunities at once.
  • Individually selected opportunities using checkboxes.

Custom Reports Enhancement

Bulk actions in custom reports now include the ability to email opportunity letters.

• In the Bulk Actions menu, users will now find a Send Letter option.
• This works with existing custom report filters to target specific groups or individual opportunity records.

Permissions
No changes have been made to user permissions in this release.

• Resources:
  • Opportunity Letters
  • Opportunities Content

Feature: Copy Note

We have added a new feature that allows users to copy an existing Note to other records.

How It Works:
On a Note record, a new “Copy” option is now available in the left-side menu. Selecting Copy opens a Search input screen where users can enter identifiers such as Profile, Fund, Opportunity, Campaign, or Transaction ID. This search uses the same Global Search capabilities already available in the system. Once an item is selected, the system will automatically create a new Note on that record with the same content. Users can continue to add the same note to other items by selecting Copy again.

Why This Change Was Made:
To improve data hygiene by avoiding manual duplication or deleting errors. To provide a simpler, more efficient workflow for associating the same note across multiple records.

• Resource:
  • Add and Manage Notes

Feature: Grants - Grant Request from Grantee to Internal

IDEA LAB LIVE - Grants: Added the ability to convert a grant request from a grantee to an internal grant. In the Grant Request Bucket, users will see a Change to Internal Grant menu option. Selecting this will allow users to enter a fund for an internal grant. This will allow users flexibility when creating a grant request to select a grantee or create an internal grant.

• Resource:
  • Process Fund Advisor Grant Requests

Feature: Notes - Add Share to Note Import

IDEA LAB LIVE - Notes: Added the Share note column to the Note Import. This will allow better efficiencies when importing. These enhancements streamlines the import process by giving users more control and visibility over sharing settings right from the start.

09-02-2025

• Portal Options - Fund Advisor: Added the ability to label the Grant Catalog Learn More Label. This will allow users to label the Learn More button to something applicable to their catalog. This was done to allow for flexibility within the grant catalog for fund advisors.
• Portal - Fund Advisor: Resolved an issue with the Grant Catalog from a fund advisor; grant requests would not retain the Anonymous flag.
• Notes: Resolved an issue with the Bulk Delete Notes option being removed from the left-side menu of Notes. This bulk action has been added back to the Notes left-side menu.
• Scholarships: Updated the Scholarship module to allow for multicurrency scholarships. This will allow users to create a scholarship in their currency. On the scholarship payment line, users can edit and select another currency to award the money.

08-28-2025

• Templates: Resolved an issue with the grantee_name merge field in the Grant Award Letter Email Body not populating.

08-27-2025

• IDEA LAB LIVE - Campaigns: Updated the delete option on a Campaign's Profile tab. This update will preserve the scroll position after deleting a profile from a campaign.
• IDEA LAB LIVE - Custom Reports: Added the ability to Bulk Delete a Custom Report. To use the new feature, select Bulk Update from the Reports left-side menu. There is a new Delete column next to Share. This will allow a user to delete reports individually or in bulk.
• IDEA LAB LIVE - Templates: Added Check number to Grant Award Letters.
• IDEA LAB LIVE - Custom Reports: Added Total Donations and Total Donations Amount to Profile reports. This will allow for a more holistic view of a profile. Total Donations will display the total number of donations received, and the total donation amount will show the total amount donated for a profile.
• IDEA LAB LIVE - Checks: Updated the Void a check workflow to have a Void Date. This will now allow users to select a date to void the check. Void Data must be in an open period.
• IDEA LAB LIVE - Grants: Updated the sort of the voucher bucket in grants to newest first by payment date.
• IDEA LAB LIVE - Templates: Added the ability to make a Template Inactive. You can not make a default template inactive or one that is connected to a fund, fund group, etc..
• IDEA LAB LIVE - Custom Reports: Added master_grant_id to the custom reporting grants object. This will always be populated. Added a multifund_grant field if the grant is multifund.
• IDEA LAB LIVE - Bank Reconciliation: Added new left-side menu Reconcile list. This will reduce the number of clicks to get back to the reconciliation table.
• IDEA LAB LIVE - Funds: Updated the date table in the Transactions Report with the current date on top.
• IDEA LAB LIVE - Scholarships: Updated the order of the scholarships in the Filter Reports by date descending, i.e., newer scholarships first.
• IDEA LAB LIVE - Campaigns: Updated the workflow for creating a guest for a profile on a campaign. When a user adds a Guest with a First and Last name, it will now search profiles to see if there are any similar profiles in the system. If there are profiles with the same First, and Last Name found in the system, it will give the user options to select Manual Profile or from a list of Existing Profiles.
• IDEA LAB LIVE - Profiles: Added a setting in profiles called Require Designation Edit Permissions. This will allow users better permissions with Profile Designations. For example, if a user does not have Edit permission for Grantee, they will not be able to edit the Grantee profile. This setting can be enabled in Profile Settings: Require Designation Edit Permissions.
• IDEA LAB LIVE - Profiles: Added the ability to Exclude Inactive Profiles on Search. This setting can be enabled in Profile Settings, Exclude Inactive Profiles on Search. This will remove inactive profiles from the search fields. Things to note: With this enabled, users may need to run a custom report to review inactive profiles.
• IDEA LAB LIVE - Profiles: Added a directory checkbox on Profile Types for Directory. This will allow users to add a Profile Type to a Directory on the Giving Hub. This will allow foundations to display different profile types on the Directory. With this feature enabled on the Giving Hub, the profile's name, primary email, and primary phone number can be displayed.
• IDEA LAB LIVE - Giving Hub: Added a Directory Tab. This will allow users to list profiles based on profile types. In Portal Options, Giving Hub Settings, on Tab Names. Users can enable the Directory Tab and add a customized label. On the Profile Type Directory Tab, users can enable the settings for Hide Email Address or Hide Phone Number for this listing. The Directory listing URL has been added to the Systems URL page.
• Grant Catalog: Resolved an issue where the Hide Donate Button for Fund Advisors would also hide the Submit Grant Request button. Added a new checkbox option, Hide Grant Request, and this checkbox will allow users to turn off the grant request button in the catalog for more of a "preview" time before the catalog opens.

08-25-2025

• IDEA LAB LIVE - Giving Hub: Updated Tribute input to only allow for either selecting a current tribute or entering a new one. It will not allow you to enter information in both fields.
• IDEA LAB LIVE - Portal - Fund Advisor: Updated the Fund Statement Date to allow for longer fund statement names and to reduce wrapping for the fund statement names.
• Checks: Resolved an issue not allowing a scholarship check to be voided.

08-22-2025

• Grants: Resolved issue where deceased profiles appeared in search results when creating grants. This will prevent deceased profiles from being able to be selected and paid. This will enhance data integrity and compliance in grant management workflows.
• Portal - Fund Advisor: Resolved an issue with displaying Closed Fund on Portal; closed funds would only display if you had more than one fund, and you were unable to view the closed fund.

08-21-2025

• Custom Reports: Resolved an issue with the check number on a check report appearing with commas.
• Opportunities: Resolved an issue when bulk deleting Opportunities; Users would receive a red error when trying to bulk delete errors with connected profiles.
• FT Admin - CommunitySuite: Updated the link for the 9 dot communications. This will have a new layout for client resources, such as Upcoming Events and Recorded Trainings.
• Grants: Resolved issue where, when paying an Internal Grant, [pay] on the Grant or Voucher brought up a 404 page.

08-20-2025

• IDEA LAB LIVE - Profiles: Updated the profiles on the Relationship Tab to display the fund open date. This will add a quick reference point when reviewing profile records.
• IDEA LAB LIVE - Opportunities: Added the ability to close Opportunities in Bulk. In the Opportunities left-side menu, users will see Bulk Close. When selecting this new menu, a table to select if the Opportunity was successful or NOT is available, and a close date can be added. Using the All or checkboxes, a user can identify which Opportunity records need to be closed.

08-18-2025

• Campaigns: Resolved an issue with the "Additional Information" section shown for non-Unified ticket summary.
• Campaigns: Resolved an issue where, on a campaign, a user could not use the date picker because the rich text editor fields were showing on the calendar from the ticket header.

08-15-2025

• Profiles: Relocated the Opportunities tables to the Engagement tab on a profile record. Additionally, with the updates to Opportunities, we have added the Advisor Opportunities table that will display all opportunities linked to a professional advisor on their profile. A Connected Opportunities table will display any opportunities that the profile is associated with as a connected profile. The Beneficiary Opportunities table will display on the Beneficiary and Additional Beneficiaries profile records.

08-14-2025

• Grant Catalog: Resolved an issue with the Hide Request Amount toggle adding a $text field above the Donate button in sites.
• Checks: Resolved an issue where users could not pay vouchers with a credit card account.
• Grant Catalog: Resolved an issue with the loss of Hide Funded option on a grant catalog. This feature was added back to the grant catalog detail tab. This allows users to hide the funded amount on a grant catalog.

08-12-2025

• Grants: Resolved an issue with two checks on one voucher causing misalignment of the grant payment schedule.
• Campaigns: Updated Campaigns Ticket Header on the Detail Tab with rich text editor. This will allow for easier content creation. Unified ticket must be enabled in Campaign settings.

08-11-2025

• Portal - Fund Advisor: Resolved an issue with Contributions showing Anonymous Donation Advisors when there is no Donation Advisor on the donation record. This made contributions look like there was an advisor but it was anonymous.
• Custom Report: Resolved an issue when using the Profile Type ID filter Is Not would not populate the list of filters correctly in the search box.
• System Data: Added the Euro and British Pound as available currencies in CommunitySuite.

08-08-2025

• FT Admin: Resolved issue that impacted nightly jobs not processing. This impacted: Remove expired nonces, set Fund Balances, delete old background jobs, send scheduled reports, delete old carts, Task Reminders, expire platform_requests, sync to Data Lake, daily check to ensure Stripe donation webhooks are setup for a site, update currency transactions, mask SSNs, foreign exchange rates, create Recurring Journal Entries, set Primary Address, Recurring Grant reminders, set Primary, daily File cleanup, delete expired tokens, daily Cart Reminder, and Recurring Donation reminders.
• Grants: Updated the Grant Document process to record the email history. This will allow users to see if emails were successful or bounced within the Profile Email History. When adding an email in the cc: field for the grant letter, the system will look for the email that is marked primary on a profile record, and log it to the profile email history. If the there is no primary email found, no history will be recorded.

08-06-2025

• Grants: Resolved an issue with a grant filter clearing after using the Batch Approve Grants. This would cause users to have to reapply the filter each time the page refreshed.
• Integration GLM: Resolved an issue with grant catalog files from GLM receiving an error for images with uppercase JPG. Have updated the integration to allow both upper and lower case files.
• Opportunity Enhancements: Assign Multiple Profiles to a Single Opportunity - We’ve introduced the ability to assign multiple profiles to a single opportunity through new fields called Connected Profile, Secondary Assignee, Professional Advisor, Connected Profiles, and Additional Beneficiary. This enhancement improves tracking and visibility across both Opportunity and Profile records.
  - A new Connected Profile field has been added to the Opportunity record: Users can now associate multiple additional profiles with a single opportunity. This enhancement allows for greater flexibility and accuracy in managing complex or shared opportunities.
  - The Secondary Assignee field is multi-select: All assigned users will have visibility. This enhancement improves visibility, accountability, and teamwork on shared Opportunities.
  - A new field called Professional Advisor has been added to the Opportunity record: This field is located under the Connected Profile section. It supports multiple profiles and enables better tracking and association of professional advisors with each opportunity.
  - A new field Additional Beneficiary has been added to the Opportunity record: It supports multiple profiles and enables the ability to track more than one beneficiary on an opportunity.
  -Profiles - Relationship Tab Update: On the Relationship tab of a Profile, any Opportunities where the profile is listed as a Connected Profile will now appear. This change provides better visibility into all the opportunities tied to a profile, not just primary ones.
  - Custom Reports: A new Opportunity Connected Profile Report has been added.
  - On standard Opportunity reports: The Connected Profile field displays as an array (multi-value field).
  - On the Opportunity Connected Profile Report: Connected Profiles are displayed in separate columns for clearer analysis and filtering.
  - A new Opportunity Secondary Assignees Report has been added.
  - On standard Opportunity reports: The Secondary Assignees field displays as an array (multi-value field).
  - On the Opportunity Secondary Assignees Report: Secondary Assignees are displayed in separate columns for clearer analysis and filtering.
  - A new report type has been created: Opportunity Advisor. The report allows users to group and report on Opportunities by associated Professional Advisors.
  - A new report type has been created: Opportunity Additional Beneficiary. Allow users to group and report on Opportunities by Additional Beneficiary.
  • Resources:
    • Assign Profiles to Opportunities
    • Custom Report Types
    • Opportunity Letters
• Notes Enhancement: Custom Fields on Note Records and Bulk Actions - Users can now create custom fields on Note records, allowing for enhanced flexibility and more structured data capture within workflows. We also added the ability to Set Note Type, Set Note Text, Set Note Fund, and Edit Note Alerts in bulk. These new options are available in the left-side menu within both Notes and Custom Reports bulk actions. Users can select individual notes or apply changes to all selected notes. A confirmation step has been added to ensure that bulk changes are intentional before they are applied.
  - Custom Field Capabilities: Users can now define custom fields for the Notes object. Supported custom field types include: Required fields, Text fields, Dropdowns (picklists), and more. This enhancement supports improved workflows by allowing users to tailor note-taking to their specific needs.
  - How to Access: Navigate to Notes via the left-hand menu. Select Custom Fields. From there users can create and manage custom fields for Notes.
  - Bulk Note Editing: New bulk action capabilities have been added for managing notes more efficiently. Users can now: Set Note Type, Set Note Text, Set Note Fund, and Edit Note Alerts in bulk. These new options are available in the left-side menu within both Notes and Custom Reports bulk actions. Users can select individual notes or apply changes to all selected notes. A confirmation step has been added to ensure that bulk changes are intentional before they are applied.
  • Resources:
    • Add and Manage Notes
    • Notes and Tasks Overview

08-05-2025

• Opportunities: Resolved an issue where the sort order of opportunities could not be changed or saved.
• Portal - Fund Advisors: Resolved an issue where, for fund advisors who are logging in for the first time, the URL must be entered twice to allow the login process to begin.
• Portal - Fund Advisor: Updated the Grant Catalog menu item to now appear beneath Grants in the left-side navigation panel, enhancing visibility and accessibility for fund advisors. The grant creation process from the Grant Catalog has been optimized, reducing the number of clicks required for fund advisors to initiate a grant. Resolved an issue where the search bar within the fund advisor Grant Catalog was not returning results as expected.

07-29-2025

• Grants: Updated Grant Request to have a log when updating Grantees. This will allow users to track and audit modifications for compliance, communication, and data integrity from a fund advisor grant request.
• Integration: Resolved an issue with CommunitySuite entering a non-existent country code based on system data to GLM/SLM on profile mapping when the profile from GLM/SLM did not have an address. In turn, this was not allowing the grantees or students to be mapped.

07-21-2025

• Templates: Resolved an issue on the Grant Award letter template where, when a grant is multifund, the Award Letter shows the fund twice, and the Total Grant Amount field was incorrect.
• Tasks: Resolved an issue with the Tasks red box always appearing, even if tasks were complete.
• Profiles: Resolved an issue with Login As failing on the first attempt.
• Donations: Resolved a permissions issue where users without the Donation - Tax Receipts permission were still able to access tax receipt information. Proper access control is now enforced, ensuring only authorized users can view or manage tax receipts.
• Portal - Donor: Resolved an issue with the URL Not Found Attempting for historical donations when trying to edit a donation comment.

07-17-2025

• Custom Reports: We have added a new feature to Custom Reporting that allows users to add profile designations in bulk. When using a Profile ID within a report, users will now see profile designations (e.g., Alumni, Customer, Nonprofit, Grantee, Student, Donor, Vendor) available in the Bulk Actions menu. This enhancement enables you to quickly filter a list of profiles and apply one or more designations with ease.
  - Please note: There is currently no option to undo or bulk remove designations once applied. Use this feature with care to avoid unintended updates.

07-15-2025

• Portal: Updated the left-side navigation to highlight the page that is displaying.
• Portal- Grantee: Updated Grantees to only display scholarships or grants if they have received that type of payment. Added Export to the Grantee and Scholarship tabs. Updated the Grant Record to allow export of donor information. This will allow grantees the ability to create thank-you notes from the grants they have received.
• Portal - Fund Advisors: Updated the Contribution tab to display the Donor Advisor.
• Portal - Profile: Updated the system to send a confirmation email to the profile's primary email on file with what profile fields are updated. The email includes details of the specific fields that were changed. This is a new email for the person logging into the portal, not the notification email that sends to the user.

07-14-2025

• Portal - Fund Advisor: Resolved an issue with special characters on grant requests displaying incorrectly if the Fund Advisor Cart was enabled.
• Grant & Scholarship Letters: Resolved an issue with the Job Server failing and causing "ghost" documents that appear on the record with no file and block Regenerate.

07-09-2025

• Search Update to Donations, Invoices, Vendor, Voucher, Customer, and Students - Enhanced search functionality for Vendor, Voucher, Customer, Invoice, and Student fields to align with the global search model. Users will now see more detailed information when searching and selecting profiles, improving accuracy and user experience during lookup operations. 
• Grants: Grant Letter Requirement Enhancements - We have introduced greater flexibility around grant letters with the following updates: Users can now manage the "Omit Grant Letter" flag at the individual grant level. This replaces the previous batch-level control, allowing for more granular decision-making.
  - Grant Record: Users can now set the Omit Grant Documents checkbox during grant creation or when editing an existing grant.
  - The grant template letter will now display on the grant record.
  - Grants Workflow Update: The requirement for a grant letter has been moved out of the check batch and is now controlled directly on the grant record. This simplifies batch processing and puts control in the hands of the user at the grant level.
  - Checks Workflow Update: Removed “Do Not Create Documents” from Checks: The control for document creation has been removed from the check level. This functionality is now managed exclusively at the grant level, ensuring consistent and centralized control over document generation.
  - Feature Benefit: This change provides better control and clarity by ensuring that document creation is managed by the grant owner, rather than in Accounts Payable/Check processing, where a different user might be responsible for printing checks. This reduces the risk of miscommunication or unintended document generation.
  • Resources:
    • Create and Process an External Grant
    • Pay Open Vouchers From Accounts Payable
    • Grant Letters

07-07-2025

• Campaigns: Resolved an issue where creating a refund voucher would remove the donor's tickets.

06-26-2025

• Portal: Resolved an issue with the Portal showing Anonymous pledge contributor names when viewing the payment record.
• Portal: Resolved an issue with anonymous donors and/or donation advisors showing on the portal. Now, if a donation record is marked as anonymous, both the donor and the donor advisor will be shown as anonymous on the Portal. Additionally, if the donor is marked as anonymous, the donor advisor must also be flagged as anonymous to ensure consistent visibility handling. This update ensures compliance with donor privacy preferences and improves the integrity of public-facing donation information.

06-25-2025

• Giving Hub: Resolved an issue where users could enter dollar signs ($) directly into Giving Levels. While the input was accepted, it caused conflicts with the minimum (min) function, preventing it from working correctly. The system has now been updated to handle dollar sign entries properly, ensuring that Giving Level comparisons and calculations using the min function work as intended.
• Admin Fees Update: Added Use QEV Values for percentage-based calculations.
  - A new option has been added to percentage-based admin fees: Use QEV Balance. When this option is enabled, the admin fee calculation will utilize the QEV balances imported into CommunitySuite.
  - Note: Enabling the Use QEV Balance option disables the ability to Exclude or Add accounts during the fee setup.
  -This functionality is particularly useful for clients with beginning balances.

06-20-2025

• Custom Reports: We have expanded the capabilities of Custom Reports to include General Ledger financial data. 
  -General Ledger Activity Report: Users can now view balances from closed periods by account. This report is available for all account types, providing greater visibility into historical transaction activity.
  -General Ledger Balance Report: This new report enables users to view balances on closed periods specifically for balance sheet accounts, allowing for more accurate financial analysis and reconciliation.
  -These enhancements provide deeper financial insights and improve reporting flexibility within closed periods.

06-17-2025

• Idea Lab - New Idea Status – Monitoring Interest: We have introduced a new status in Idea Lab called Monitoring Interest. This status is applied to valid ideas that are not currently under active consideration due to lower priority, but that we want to keep an eye on for potential changes in community interest. Ideas marked as Monitoring Interest will remain visible and open for votes and comments. Increased engagement may lead to their re-evaluation and earlier prioritization. This change helps ensure that promising ideas aren’t lost and that user interest plays a more visible role in our decision-making process.

06-11-25

• Fund Advisors: Resolved an issue where grant request emails were sent for canceled grants as well. This change ensures recipients receive accurate and context-appropriate communication regarding FA grant requests.
• Vouchers - Statement: Resolved an issue where the ability to pay Statement Vouchers was not updating the record status from Paid. Previously, clients could mistakenly apply checks to Statement Vouchers, which should not be allowed. Additionally, when a check was unapplied or deleted, the associated Statement Voucher incorrectly reverted from 'Paid' to 'Posted'. This behavior has been corrected to ensure proper handling of voucher status updates.
• Profiles: Resolved a duplicate merge error related to the Alumni Designation on one of the profiles.
• Grants: Resolved an issue with multiple grant refunds having rounding issues and not allowing the refund to process.
• Custom Reports: Added a new CC Fee Donation boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.
• Fund Statements: An award_schools merge field has been made available to the fund statement template. This enhancement enables users to display the school or schools associated with a scholarship award within the grant detail section of the fund statement. If a school has not yet been selected for an award, the field will display “undefined” on the fund statement.

06-04-2025

• Smart Simple Integrations: We are excited to announce a powerful new integration with Smart Simple. This integration enables seamless data exchange between your CommunitySuite and SmartSimple systems. This upgrade simplifies operations and enhances collaboration across your financial and grants management processes. If not already set in SmartSimple, users must manually assign the Grantee and Fund in CommunitySuite. If the Grantee and Fund were pre-set in SmartSimple, users can select “Create Grant” from the left-side menu in CommunitySuite. This action will move the grant to the New bucket, allowing users to continue with their standard grant processing workflow. Grant status and payment details are automatically integrated and reflected in both SmartSimple and CommunitySuite. If additional payment lines are added but the total grant amount remains unchanged, updates will sync between the systems. If the total grant amount changes, either: A new grant must be processed, or the current grant should be deleted from the New bucket and resent from SmartSimple after updates. This enhancement significantly reduces manual data entry and streamlines the end-to-end grant lifecycle between SmartSimple and CommunitySuite. For further guidance, contact Foundant Support or SmartSimple support. Smart Simple Global Administrators can access this new integration by navigating to: Global Settings > Integrations, select the Data Exchange Type of New, and under the export/import settings, choose the new CommunitySuite option. Note data values that may be exchanged are prescriptive.
• Quick Reference and Support Enhancements: A new Quick Reference option has been added to the left-side navigation of some pages within CommunitySuite. When selected, it opens a new tab with helpful content curated by the Product Education team, replacing the previous in-system Smart Tips.
  Updated Support & Resources UI:
  -The question mark icon, support channels, and product resource links have been refreshed with an improved look and feel for better usability.
  -Benefit: These updates enhance performance, streamline client access to educational content, and improve communication channels between users and support resources.
  • Resource:
    • Video
• Campaign Unified Ticket: Unified Ticket Workflow - Instead of individual ticket fields, everything is now located on one registration page. On the event, constituents will have the ability to select a quantity for each ticket type and add an additional donation, if enabled. There will be a new order summary box on the right-hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted by this change, and some of the individual ticket fields have been moved to the campaign's Details tab.
  New Ticket Fields on the Details Tab:
  -Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
  -Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
  -Ticket Notes: The Ticket Notes (including labels and descriptions) have been moved to the campaign level. This means users will update them via the Details tab rather than on individual tickets.
  -Ticket Notes Label: A customizable label for users to customize for the campaign’s note section on the unified ticket.
  -Ticket Add to Cart Label: This label will appear on the button in the header box and the button on the unified ticket cart.
  Updated Ticket Structure:
  -Ticket Header: The previous ticket header has been replaced with the Ticket Description field, which allows a description to appear under each ticket type.
  -Private Tickets Displayed: Private tickets URL will now also be displayed above the individual ticket screen.
  This change should streamline the ticket management process and make it easier for users to access all ticket-related information in one place, reducing the need to navigate between individual ticket fields for a quicker checkout workflow. Templates for events will still be managed in the same manner. Each ticket type can have a template, or the overall campaign can have a template. Users will have the ability to enable the Unified Ticket workflow in Campaign Settings. This will allow more flexibility with this rollout during summer events. No permissions were impacted by this release.
  • Resources:
    • Giving Hub
    • Event Campaigns
    • Campaign Online Registration
• Note Files: Added the ability to attach a file to a note. Once a note is created, the user will see a new left-side menu, Attach File. The Attach File functionality will allow for category selection, external files, description, and sharing the file. On the note record, users will see files attached under Who and above the text.
  • Resources:
    • Add and Manage Notes
    • Notes Permissions
• Fundraising Campaign Type: We have introduced a new Fundraising campaign type in CommunitySuite. This option allows users to create campaigns that do not require tickets, but still accept donations. This is ideal for organizations looking to fundraise without hosting a ticketed event. It enables easy tracking of income and expenses associated with the campaign, making it perfect for general fundraising efforts, donation drives, or cause-based initiatives.
  Key Details:
  -New Campaign Type: Users can now select Fundraising as a campaign type when creating a new campaign.
  -Donation-Only Focus: Fundraising campaigns are structured to accept donations exclusively, without the need for other campaign activities.
  Layout and Design:
  -The campaign layout will mirror the fund listing layout for a familiar and streamlined donor experience.
  -Donation amounts will display based on Giving Levels configured in Portal Options, Giving Hub settings. If no levels are set, only a Donation input box will appear.
  Tax Receipts:
  -Donors will receive tax receipts based on the associated fund’s receipt settings, or the default tax receipt if none are specified.
  Profile Management: Campaign profiles can still be invited manually. If a donation is received from someone who hasn’t been invited, the donor will be automatically added to the campaign’s profile list.
  Benefits: Increased flexibility for organizations to run donation-focused campaigns, enhanced donor experience with clear giving options and tax receipts, and simplified profile tracking for campaign organizers.
  • Resource:
    • Campaigns Overview
    • Fundraising Campaigns
• QR Codes - Giving Hub: Added the ability to generate QR codes within CommunitySuite. QR codes can be generated for campaigns, fund listing, grant catalogs, nonprofits, and Giving Hub pages. QR code generation will create a PDF that opens in a new tab, users can then copy or save the QR code. This new feature simplifies sharing and promoting items with unique URLs or any of the Giving Hub pages. QR code creation is located as a hyperlink at the end of the URL for individual listings on grant catalogs, fund settings, campaign events, and nonprofits. The System URLS left-side menu on the home page has the QR code for the main Giving Hub Pages.
  • Resources:
    • Navigate CommunitySuite
    • Event Campaigns
• Notes - All and My Notes Report to Custom Reports: Updated the All Notes and My Recent Notes reports into custom reports. This will allow for filtering, export, and email capabilities. Improving reporting capabilities and ease of use for managing notes.
  • Resource:
    • Add and Manage Notes

06-03-2025

• Journal Entries: Resolved an issue when using Journal Entry approvers; if the approver was removed from the list, it would also remove the approval from the journal entry. Updated the approval workflow to leave the approver's name followed by inactive if the user is no longer an approver.
• Custom Reports: Resolved an issue with the Investment Strategy acting as a filter in reports.
• Portal: Resolved an issue that allowed special characters to be entered in the EIN field during manual grantee creation. Special characters are now restricted to ensure valid EIN formatting.

06-02-2025

• Giving Hub: Resolved an issue where the Giving Hub giving levels input field would allow text, causing errors for donors when processing online donations.
• Checks: Updated the Nacha error to show vendors that are failing so that users can easily correct issues.

05-30-2025

• Campaigns: Resolved an issue with Additional Donation that allowed donors to enter negative amounts.

05-29-2025

• Campaigns: Added the Add Profiles As Guests option on the Profile Tab. This will allow users to create dedc id's for profiles and allow the profiles to display on the Guest List Report. This will be a bulk action that moves all the profiles to guest.
• Grants: Resolved an issue where, when searching a grantee by grantee ID, when it creates the grant, it switches to the profile ID, causing grants to be created for an incorrect profile.
• Portal: Resolved an issue where grantees that also have student designations would not appear when creating a grant within CommunitySuite.

05-27-2025

• Notifications: Updated the grant request notification to include the grantee's name and grant amount.
• Profiles: Resolved an issue with deceased profiles displaying in the Grantee Search field. This was allowing users to grant to deceased profiles accidentally.

05-22-2025

• Giving Hub: Resolved an issue on the Giving Hub where, when processing a non-US address, the address would not show on the profile.
• Campaigns: Resolved an issue where, when selling tickets through campaigns, the user would receive a red error, but the credit card would still process.
• Financials: Resolved an issue where the Round Option was incorrectly applied when navigating back, even when Add Filter When No Rounding was set in the options.
• Me Information: Resolved an issue in Me where, when using the Edit profile, the email and name changes did not save.
• Custom Fields: Updated custom fields to require unique options; options within the list are forced to be unique in a case-insensitive way.

05-16-2025

• Grants: Resolved issue where removing Student Designation from a Grantee with a Grant Request removes the request.
• Migrations: Updated the CommunitySuite to CommunitySuite migrations to ignore investment strategies during the migration process. This was causing issues for accounts that had no transactions for the funds, and the investment strategies would not equal 100%.

05-14-2025

• Grants: Resolved an issue with the grant letter not pulling the default grant letter if the fund has grant letters assigned.
• Campaigns: Added the ability to import RSVP and Attendance for Campaigns. This will allow clients to easily update RSVP and Attendance for their events. In Campaigns, on the Profiles tab, and then from the Guest List, users will find the new left-side menu Import RSVP and Attendance. This new import will allow users to import both RSVP and Attendance, using the Guest ID or dedc ID. The dedc ID has been added to the Guest list report to allow users to easily download and filter from the guest list. RSVP and Attendance can be updated simultaneously, or users can choose to update only one by removing the other column from the import file. This enhancement streamlines event management by enabling quick and accurate updates to guest information.
• Campaigns: Enhanced the Ticket Receipt Email Body content area to use a rich text editor, so that users can easily modify and enhance emails for their campaigns.
• Grants - Integrated GLM: Resolved an issue with multifund grants not processing from the GLM bucket in bulk.
• Campaigns: Resolved an issue with the Description field no longer being required
  -Things to note: The Description field is public-facing on Event Campaigns.

05-12-2025

• Profiles: Updated the USPS validation to preserve original address casing instead of forcing all-uppercase formatting. This will validate casing and formatting, but it will not correct a wrong address.
  -Things to Note: If a suggested address field matches the original, the original casing will be retained, assuming the user provided it intentionally. If the suggested value differs, the field will be capitalized appropriately to standardize formatting.
• Profiles: Updated the Profiles import to allow for Is Alumni designation. This will allow for migration or updates with the new designation.
• Fund Advisor: Resolved an issue where, when saving Fund Advisor Abandoned Cart Content, it would redirect to an invalid page.
• Admin Fees: Resolved an issue on admin fees where selecting the Average Daily Balance checkbox would not stick.

05-07-2025

• Files: Resolved an issue for CAD users receiving a 405 error when trying to upload files.
• Accounts: Resolved an issue where, when setting Investment Levels on an account at times users were experiencing a timeout error. Setting the investment levels will run as a background job to apply the correct calculations, this may cause a delay in the investment level appearing once saved. Users should be able to see the level once the job is complete.
• Alumni Designation: The new designation field will give staff a better understanding of how different alumni groups interact with the foundation, providing insights to inform engagement strategies, marketing efforts, and fundraising initiatives. By improving how alumni data is tracked and utilized, organizations could potentially unlock new revenue streams (e.g., through more effective fundraising campaigns or targeted alumni initiatives).
  -The new alumni designation will allow for the ability to create user-defined degrees, programs, and activity lists. Selecting the Programs, Degrees, and Activities from the left-side menu in the Alumni designation will allow a user to add, edit, delete, or import a list. The import will allow for a .csv file import for each: Programs, Degrees, and Activities. Edit will allow a user to edit the names within the list. Delete will allow for a bulk option to delete all or select lines to delete. Add will open a new line for user input.
  -Notes Tab - A section to add and store any additional notes or personalized information related to the alumni.
  -Files Tab - A section to upload and store files (e.g., transcripts, certificates, diplomas, resumes) relevant to the alumni profile.
  -Permissions: Alumni will have permissions. The content permission is not in use at this time, but will be used in a future release.
  • Resources:
    • Profile Designations
    • Alumni Permissions
    • Custom Report Types

05-01-2025

• Resolved an issue where grant requests were being blocked from integrating with GLM/SLM due to a parsing error: Unexpected character encountered while parsing value: <. Path '', line 0, position 0. This occurred when the system attempted to parse an unexpected HTML/XML response. The integration now correctly handles response formats, ensuring smooth data exchange with GLM/SLM.
• Fund Statements: Resolved an issue with multi-select custom fields not generating correctly on Fund Statements.
• Admin Fees: Added the ability to have zero-dollar periods in Admin Fee calculations. When enabled, periods with zero balances will be factored into the average, similar to how distributions are calculated. This feature is fully compatible with the Add Accounts and Exclude Accounts settings, ensuring accurate and customizable fee allocation.

04-29-2025

• Campaigns: Resolved an issue with the Campaign Ticket Notify email attaching to the user email history rather than the purchaser's email history.
• Giving Hub: Resolved an issue where the online donation form allows suffixes longer than 20 characters, which causes an error when the profile creation is attempted.
• Portal - Fund Advisor: Resolved an issue where, when Hide Memorial Amount is enabled, a fund advisor can view the memorial amount by drilling into the donor's name.
• Files: Resolved an issue with user files being blocked because of an unsupported status.
• Profiles: Resolved an issue where setting the Expire Days value to 0 incorrectly caused all newly created passwords to expire immediately. The value 0 is now correctly interpreted as "never expires", as originally intended.
• Portal - Fund Advisor: Resolved an issue when fund advisors were creating a grant request, the Search Grantees list was populating and defaulting to a list from Guidestar search first, not the foundation's grantees, even if Guidestar was disabled.

04-21-2025

• Custom Reports: Resolved an issue where, when running a Grant Payment custom report with a blank year and using a check date filter, a critical error was produced.
• Styles: Resolved an issue when using affiliate styles, the affiliate record and its funds would not show the right style unless the fund advisor happened to have a fund outside of the affiliate.
• Donations: Resolved an issue with the Recurring Donation table losing the filter when Print Page is selected.

04-18-2025

• Profiles: Resolved an issue where, when using Address validation, the deceased checkbox was unchecking during the editing of a profile.
• Portal - Fund Advisor: Resolved an issue with voucher request showing an empty granting fund list, and the fund advisor is unable to process the voucher.

04-17-2025

• Login: We have implemented an enhancement to the CAPTCHA feature on the login page, aimed at improving security and protecting against automated login attempts. This update introduces a more robust security measure to ensure that only legitimate users can access their accounts.
  Key Improvements:
  -Enhanced Security: The updated CAPTCHA system strengthens protection against brute force and automated login attacks, providing a more secure authentication process for all users.
  -No User Action Required: The enhancement has been automatically integrated into the login flow, so no additional steps are needed from users.
  This enhancement ensures that login attempts are safeguarded from malicious activity, offering a more secure experience for all users accessing their accounts.

04-16-2025

• Admin Fees - Resolved Issue: Add Exclude Accounts Impacting Fund Quarter Averages.
  - Engineers have reviewed an issue affecting the calculation of fund quarter averages when the "Exclude Accounts" option is used for bank or investment accounts with trailing quarters. Calculations are correct, but users may experience a calculation difference when using Add Exclude Accounts with trailing quarter or year data. When Add Exclude Accounts was being used on an Admin Fee, the system began pulling in trailing quarter or year data as part of the admin fee calculations. This could result in changes to the fund’s quarter average values.
  Clarification:
  -If the Admin Fee Type does not have the "Exclude Accounts" option enabled, no changes will occur — unless the underlying account types have changed historically.
  -This issue specifically impacted configurations using both excluded accounts with trailing data.

04-14-2025

• Portal - Fund Advisor: Resolved an issue where Fund Advisors that are logged in cannot donate to Affiliate/Supported Org funds.
• Campaigns: Resolved an issue with a free event on the Giving Hub, when someone registers a household, it would drop the name as No Name Organization.
• Fund Advisors: A new content block has been added to support bulk processing of Fund Advisor logins and resend login emails. This content area is located under Fund Advisor Content <Advisor Invite Email. When populated, CSuite will use the Advisor Invite Email content instead of the standard Advisor Login Email, allowing for more flexible and customized communications. The new content supports a rich text editor, enabling formatted content, links, and other enhancements. This email will apply bulk login sends and the Send Login action for individual Fund Advisors.

04-11-2025

• Distribution: Resolved an issue when using Distribution Types By Account, where there is a warning that the account needs to be added, and they are removed on save.
• Bank Reconcile: Resolved an issue on bank reconciliation with parent accounts where transactions were not appearing in the transactions to be reconciled, but in the unreconciled items report.

04-10-2025

• Custom Reports: Resolved an issue where, when using Profile Type ID as a filter, the selection was not saved. 
• Campaigns: Resolved an issue with the Giving Hub allowing guests on sponsorship ticket types.
• Styles: Updated the Supporting Org styling to apply to the fund listing page when a fund advisor is logged in as a sponsored org/affiliate. The Supporting Org styling will also apply to a fund advisor with funds that are all associated with a sponsored org's style.
  -Things to note: The individual fund styling can still be applied to funds with fund advisors that have a combination of foundation and affiliate funds.
• Portal - Fund Advisor: Resolved an issue when logged in as a Supporting Org/Affiliate, the fund advisor could not search Foundation Grants from Create Grant Request.

04-09-2025

• Funds: Resolved an issue on the fund search box where, when a fund included a number in the name, it would no longer allow you to search. 

04-07-2025

• Portal - Profile: Updated the spelling of Country in the Profile edit screen. For Canadian Clients, updated the SSN label to SIN if the currency in System Data is set to CAD.
• Custom Reporting: Updated the Is Owner filter to reflect is Fund Advisor for alignment within the product. Updated the filter Nickname to the correct spelling.
• Portal Options - Giving Hub Settings - Donate Tab: Updated the Donation Notes label to Donation Comments for consistency in backend and frontend fields.

04-04-2025

• Funds: Resolved an issue when selecting a fund summary report; only a red error would display.

04-03-2025

• Financials: Resolved an issue when using fund custom fields as a filter; the hyperlink no longer worked.

04-02-2025

• USPS Integration: We have added the ability to enable USPS address validation for both profile creation and editing. A new setting has been introduced in the Profiles Settings for US-based sites, called Enable Address Validation. Once enabled, any edited or newly created profile will undergo validation through the USPS address validation API. This integration ensures that address formatting and casing are accurate and consistent, helping to maintain cleaner data within the CRM system. Addresses will validate based on the street address and state. The system will not validate fake addresses as unknown in the system. We will be adding integrated profiles with GLM in an upcoming release.
  Key Functionality:
  - Address Validation Options: Users will be presented with three options when validating an address: Replace with validated address: The address will be automatically corrected to match the USPS validated format. Do not replace, mark as validated: The address remains unchanged, but it will be marked as validated. Do nothing: No changes will be made to the address. Profile Saving: Once an address validation option is selected, the profile saving process will complete as usual.
  Things to Note:
  - Address Format: USPS validates addresses in all capitalized letters, and the saved address will be stored in this format. Bulk Actions: Bulk actions will not be available with this API integration. Integrated Profiles: For integrated profiles, address verification will not occur during the mapping process.
  This new feature ensures that address data is validated against USPS standards, helping users maintain up-to-date and accurate information in the system, contributing to better data hygiene.
  • Resources:
    • Profiles Settings
    • Create and Edit a Profile
• Admin Fees: We have enhanced the ability to process admin fees based on asset accounts. Users can now process admin fees tied to specific asset accounts by using Add Account in the left-side menu. Once the Add Account button is clicked, a list of the asset accounts can be selected. Updated the Exclude account option to allow for using trailing quarters as a calculation base.
  The new functionality includes the following updates:
  - Admin Fee Add Account: Users can now process admin fees tied to specific asset accounts by using the Add Account in the left-side menu.
  - Exclude Accounts Option: If a user selects the "Exclude Accounts" option for an admin fee type, the trailing quarter option is now available.
  These changes aim to provide more flexibility and control over admin fee processing.
  • Resource:
    • Exclude and Include an Asset Account for Admin Fees

04-01-2025

• Affiliate/Supporting Org: Resolved an issue where, when trying to delete an affiliate/supporting org, and content had been edited, the user would receive a red error.
• Campaigns: Updated the ticket report with the ticket note column. This will allow for a quick reference of any notes for each ticket from the purchaser.
• Portal - Fund Advisor - Supporting Org/Aff: Removed the available balance column on the fund balance tab for supporting orgs. Resolved an issue with Show History no longer displaying for Supporting Orgs.
• Portal - Profile: Updated the Profile tab to only show Change Profile if the person logged into the Portal is associated with more than one profile. Removed the Logout button from the profile section since it was repetitive with the Logout button in the top navigation.
• Portal - Fund Advisor: Resolved an issue with anonymous donors displaying on graphs with Show History enabled. Added the Fund Created date to the top of the Fund Summary page. This will display whether Show History is enabled or not. Add a voucher export button to the Voucher tab, if enabled for fund advisors. Resolved an issue with the multifund scholarship displaying a yellow message. Removed the ability to filter for the recent grants or donations on the Fund Summary page.
• Portal Content - Fund Advisor: Resolved an issue where the Advisor Profile Edit Header would only display on Portal if the Fund Advisor Financial Tab Header also had content.
• Portal - Customer: Resolved an issue where, when paying an invoice online, it did not auto reconcile in the till.
• Portal: These feature flags have been enabled: the Portal Enable, Redirect Legacy Fund Advisor Portal Login, and the Fund Advisor Tab in Portal Options - Portal Settings. With these enabled, users will now have the Portal enabled for Fund Advisors and the ability for an online experience for any of the profile designations within CommunitySuite. Only the Fund Advisor tab will be enabled for users, and the Redirect from the Legacy Fund Advisor Portal feature will automatically redirect fund advisors to the Portal login. With this enabled, the links for the Fund Advisor email and resend email will be updated to the Portal URL. The resend link will direct the fund advisor to their Profile Security tab in the Portal, and allow them to set a password. Checkboxes will remain in the system until April 15th to allow users to disable the redirect, if the need arises. Additional changes are that the System URL page has the legacy fund manager URL removed, along with the fund manager URL being removed from the top of the Fund Advisor page.
  • Resources:
    • Portal
    • Portal Options Settings
    • Fund Management Tab of the Portal

03-31-2025

• Donations: Resolved an issue where the soft credit field was no longer allowing profiles to be entered.
• Fund Advisor: Resolved an issue for advisor_request_confirm_email_body where address fields are only created for Manually Added Grantees.
• Fund Advisor: Resolved an issue with the Donation Notify content email where fields are showing Anonymous.
• IDEA LAB LIVE - Funds: Added the Grant Advisor field to the Fund Beneficiary table on a fund. This will allow users to select from a list of fund advisors for the fund to complete the Grant Advisor field on spendable grants upon creation. This field will be a limited list of fund advisors on the fund.
• IDEA LAB LIVE - Grants: Updated spendable grants to allow the grant advisors to be populated from the fund record in the Fund Beneficiary table. When creating spendable grants, the field will populate on the table for users to review before processing the grants. Users can remove and then edit the grant advisor from the grants new bucket.
• IDEA LAB LIVE - Fund Advisors: Updated internal grants to send donation notifications to the fund advisor, if the Donation Notify checkbox is enabled for the fund advisor. Prior to this release, internal donations did not send notifications to the fund advisors. This notification will populate from donation content area donation_notify_email_body. 

03-27-2025

• Portal - Fund Advisor: Updated the Show History report to display grants and then contributions charts and graphs. Updated Recent Contributions and Recent Grants to show grants and then contributions. These changes improve the organization and flexibility of the portal, giving users more control over what is displayed and how it is presented.
• Portal Options - Portal Settings - Fund Advisor: Added Hide Donation Summary to the Summary Options table on the Fund Advisor tab. This gives users the ability to toggle the visibility of the donation summary.

03-24-2025

• Portal - Fund Advisor: Updated recurring grants to only allow the ability to edit or cancel a recurring grant if the fund advisor has the grant request tab enabled.
• Fund Advisor: Updated the grant request tab permission to include the ability to edit or cancel recurring grants on the Portal.
• Term Investments: Updated Term Investments to expose the Recalculate term investment balance for users. Prior to this release a user would have to message support.

03-21-2025

• Portal - Fund Advisor: Resolved an issue with the Show History on Portal setting no longer enforcing the lookback date set in Portal Settings. Removed the checkbox to enforce the lookback dates since this will just apply to the charts and graphs.
• Styles: Resolved a bug with deleting a style and the bulk actions appearing in custom reporting bulk actions.

03-20-2025

• IDEA LAB LIVE - Profiles: Added a red closed date for a fund on the fund link table located on the Relationship Tab. This will allow users to easily see if a linked fund is closed from a profile record.
• IDEA LAB LIVE - Portal-Fund Advisors: Added the donation comment field to the table on the Contributions tab. This will allow fund advisors a quick reference of any donation comments associated with the donation. Show donations comments will need to be enabled.
• Portal - Affiliates: Added the Fund Balance as a menu option on the left-side navigation. This fund balance is a new data table that will allow the affiliate to review available, spendable, and fund balances. The export will allow for the spendable and fund balances to be exported. This will replace the Export Fund Balance tab from the legacy fund advisor portal.
• Portal - Fund Advisors: Updated the button label for Grant Requests options from Previous Grantees to Previous Grantees or Funds. On Grant Request, updated the language for funds that are anonymous : All grants from this fund are anonymous.
• Profile Login Log: Resolved an issue with the proxy login in not being logged for Portal access.

03-19-2025

• Portal Options: Added the ability to disable login with email. This new setting is located in Portal Options > Portal Settings > Settings: Disable Email Login. This will allow users to disable the email login feature for the Portal. For each Portal designation, there is a new left-side menu called Donor Access, Grantee Access, Student Access, Vendor Access, Advisor Access, Customer Access. These reports will give users a report of profiles by email address. This will help users have a quick audit of profiles with shared emails.
  If a profile is a user, email login with not send a pin.
  THINGS TO NOTE:
  Portal - Donor: If donations are tracked on household profiles, rather than individual profiles, add donor designation to individual profiles that will need to view household donations and enable "show household donations" in Portal settings.
  Linked Org Profiles: Once a username and password have been created for a profile, a user will no longer be able to login with email and pin. To ensure that individuals can access records tied to a related organization profile (their business, place of work, etc.), link the individual to the organization profile and set appropriate permissions. This will allow the user to change between profiles as needed to access information related to each profile. It is recommended to set linked profiles with username and password.
  Portal - Profile: New Portal users without a password set will be able to view and access all profiles that share the same primary email. To prevent users from "changing profile" and accessing tabs that should not be available to them, use one of the following options to secure a profile:
  • Disable Email as Login in Portal Settings, provide a username to individual, and request password change
  • Remove shared primary emails - review using new reports found in the left-side menu of designation tabs in Portal Settings.
• Portal Options: Added a new left-side menu called Test Login. This will allow users to test email logins that may be unable to log in via email. This will display if the person has possibly blocked emails from the foundation.
• Portal - Fund Advisor: Resolved an issue when a user had passthrough donations enabled for nonprofit directory and a grant catalog for fund advisors enabled, the donation was routed through the nonprofit fund and losing the connection to the grant catalog.

03-18-2025

• Giving Hub: Resolved an issue with users without a style enabled; the cards were no longer truncated.
• Portal - Styles: Resolved an issue with the Grant History and Recurring grant having inconsistent ft_footer location when applying a footer with styles.
• Portal: Resolved an issue with the search filter fallthrough to allow built-in filter if no custom filter applies. This was causing the search box to be slow or unresponsive.
• Styles: Added the ability to apply a style in bulk to a group of funds and the ability to name the styles for easier identification. Once content, options, and colors have been created, user can Add Style to Portal Fund Style. Selecting the Portal Fund Style will open the Create Style table that will allow users to add a name for the style, and apply the content, options and colors. Once the style is created, a user will see Bulk Add Funds. Selecting this will populate a funds custom report and then filters can be applied to the report, such as Division ID. This will allow the user to apply the style to more that one fund using the checkboxes or apply all option at the top. Users will publish the style to see the change on the portal.
  Things to Note: Style Hierarchy: Styles are applied in this order: Portal Style-Affiliate Style-Individual Fund Style
• Portal - Donor: Updated the fund name to display with public name.
• Portal - Grantee: Updated the fund name to display with the public name.
• Portal - Affiliate: Added the fund name to the grant history display. Updated the fund listing to be a drop down list on the grant request form. Updated the organization's card to be pinned at the top on the fund listing page.
• Portal Options-Portal Settings: Added the ability to hide the Logo from the login page, Hide Login Logo. This adds more flexibility for Portal customization.

03-17-2025

• IDEA LAB LIVE - Custom Reports: Added Relative Dates options for Last 2 weeks and Last 6 months.
  IDEA LAB LIVE - Financials: Added new option for Balance Sheet called Previous Year End. This will display current year in the first column and prior year end in the second with change and percent columns.
  IDEA LAB LIVE - Financials: Added Options for Trial Balance report called Single Column, Year over Year, and Previous Year End columns. Single column option will create one column for both debit and credits for a date. Year over Year will display based on the date selected and relative prior year end with change and percent columns. Previous Year End will display based on the current year and prior year end with change and percent columns.
  IDEA LAB LIVE - Funds: Updated the Search field to allow for Funit IDs for easier search options.
  IDEA LAB LIVE - Donations: Updated the funds field to include Funit IDs for quicker data input.
  IDEA LAB LIVE - Profiles: Added a left-side menu Search for both donor and grantee records. This will allow for a quicker way to search profiles.

03-13-2025

• Fund Advisor: Resolved an issue with the fund advisor login log being removed with Profile login updates. Logs have been added to the Profile login log on the profile login tab. This will allow for legacy and new portal logins to be tracked.

03-12-2025

• Login: We have implemented an update to the Portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for Portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the Portal, the profile will be taken to the profile page. If the email is valid but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that "If we have the email in our system, we will send you a pin." Logins will expire after one day following the same process as a logged in user. If a user has a username and password set up, they will no longer be able to login with just the email as long as there is a profile designation. If a profile has a user designation, email login will not sent a pin. 
  Users with a username and password can still log in normally. If the profile has no designations, the user will be directed to their own profile page and will not be able to see other profiles.
  Portal-Profile: The profiles shown on the profile selection page are now determined by the designation linked to the email used for login. If a user logs in with an email associated with a profile that has a designation (e.g., Fund Advisor), only profiles with the same primary email and corresponding enabled designations will be displayed.
  This change ensures that users can only view profiles with designations that are enabled on the portal.

03-11-2025

• Portal - Fund Advisor: Added donation comment to the donation export if Show Donation Comment setting is enabled. Updated grant request to display address and primary contact for organizations. Added file attachments to display for primary approver and resolved an issue with the file not displaying on the grant. Removed the requirement of having a primary approver approve their own grant request. Updated the fund steward name field to pull from the mailing label or the name to be consistent with legacy fund advisor portal.
• Portal - Notifications: Added notifications for ACH/SSN/EIN updates to the profile notification.
• Portal - Login: Updated the cursor to land in the pin field.

03-07-2025

• Giving Hub: Resolved an issue with closed funds displaying in the fund list on the fund listing page.
• Portal: Updated the default Portal template by adding mobile responsiveness through CSS. This update ensures a better and more optimized viewing experience for users accessing the Portal on mobile devices, improving the overall online presentation and usability.
• Styles: Resolved an issue when applying a style to a fund. If the fund advisor only had one fund, the style was not displaying.

03-05-2025

• Campaigns: In a campaign the Ticket Report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket Report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left-side menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-side menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the Profiles tab, the Guest List Report has been converted to a custom report. This change allows for the ability to bulk edit Attended, RSVP, Delete Guest, and Convert to Profile; and filtering and export is possible. Added Request column that displays the short name on the request with the selection and converted the ticket id to a hyperlink. 
  -Added pledges to the Income Statement Report on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left-side menu will reflect total pledges for a campaign; date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.
  -Added the ability to import auction items. The new options is found under the Add Auction left-side menu in Campaigns; or if the event already has auction items, by selecting the auction id on the Details tab. The .csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.
  Custom Reports - Campaign Profile Ticket: Added columns available to this report to include the following: payment method, payment id, and converted dedt id (ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest Requests, Campaign Request, and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields. 
  Portal Options - Giving Hub Content - Campaigns: Added a Resend Guest Link Content area. This will allow users the ability to customize the resend guest link content.
  -Things to note: Users will need to link pledges to the campaign. Just linking a campaign to donations that are paying to a pledge will not apply to the campaign Income Statement. This is because the revenue is tied to the pledge.
  • Resources:
    • Campaign Auctions
    • Campaign Groups and Requests
    • Campaign Transactions and Reports
    • Custom Report Types
    • Portal Options Content
• Portal-Profile: Added the ability to collect bank account and routing information. Added a left-side menu called Banking Information. This is a setting that can be enabled through Portal Options > Portal Settings > Profile > Edit Profile > Show/Edit Banking Information. This will allow users to enable the ability to collect bank and routing information from profiles. On Portal, there is a Set ACH button to allow setting of bank account and routing number if fields are blank. If there is data in the account and routing, the profile will need to Clear ACH to enter new information.
  Portal-Profile: Added the ability to collect EIN/SSN on Portal. For organization profiles, the EIN will display with the address information. For allowing individual profiles access to SSN, users can enable this through Portal Options > Portal Settings > Profile > Edit Profile > Allow Set/Clear SSN. With this enabled, a profile will see SSN field with address information and a new Clear SSN or Set SSN button will appear. Set the SSN will allow profile to enter a SSN. Once a SSN is set, a profile will need to use Clear SSN to update or remove the information.
  • Resources:
    • Portal
    • Portal Options Settings
• Password Policy: Updated the password last change date and expiration handling. This will impact the initial value until the next password change based on password policy. This will track the last date that the password was changed even if the users are not enforcing the expiration dates. This update was to help enforce the password expiration dates more effectively.
• Portal-Fund Advisor: Resolved an issue that when enabling Hide Donation Description, the description would displayed when drilling into the contributors name.

3-04-2025

• Portal: Added the ability to filter the data tables on the portal by a data range. Using the Search bar will still allow for additional filtering. This button replaced the reset button. Users can still adjust the columns on the pages.

02-28-2025

• Styles: Added the ability to apply individual fund styling to fund in the portal. Users can select Add Styles from the left-side menu and see the new options for Portal Fund Style. This will apply fund styling in the fund advisor view in the portal.

02-27-2025

• Till: Resolved issue when including a deposit amount for $0.00 it would cause the division to fail and produce a red error.
• Files: Resolved issue when uploading a file and selecting print page it would cause an error.
• Financials: Resolved an issue with the percentage not displaying correctly for the month, quarter, and year over year report options.

02-25-2025

• Portal Notifications: Resolved an issue with recurring donation and recurring grant notifications not sending.
• Year End Reporting: Updated 1099 and T4 reporting to include refunds for vendors.
• Portal: Resolved an issue where the Supporting Organization styling would become stuck or unresponsive when viewing funds.

02-21-2025

• Profiles: This release includes enhancements to the Profile Detail tab, providing additional fields for better tracking and management of user information. In addition, updates have been made to improve the functionality of custom reports, bulk update, profile merge, and profile imports to support these new fields. 
  -Birth Name Field: A new field has been added to capture users' birth names. 
  -Nick Name Field: A new field has been added to record users' nicknames. 
  -Bulk Update-Names: The Bulk Update functionality now supports the addition and modification of the Birth Name and Nick Name fields, allowing for easier updates across multiple profiles. 
  -Profile Merge: The Profile Merge feature has been enhanced to handle the new fields during the merge process, ensuring that Birth Name and Nick Name are appropriately merged or updated.
  -Profile Imports: The Profile Import process has been updated to allow for the inclusion of Birth Name and Nick Name during the import, ensuring smooth integration of this data into the system.
  -Custom Reports: Custom reports have been updated to support the new Birth Name and Nick Name fields. Users can now include these fields in their custom report queries for better reporting flexibility.
   
• Bank Reconciliation: Resolved an issue when Unreconcile All would create a red error.

02-19-2025

• Split Interest: Resolved an issue on edit of a split interest that the checkbox options would not save.

02-18-2025

• Bank Rec: Resolved an issue that when selecting a transaction's reconciliation date it would cause a red error.
• Grants: Resolved an issue with recurring grants. When using an external file link, a red error would appear.
• CRA Reporting: Updated the T4 Vendor report to include SSN and calculate on the calendar year instead of fiscal year. Updated the export to reflect changes.
• Bank Rec: Resolved an issue with user getting a duplicate date error if they unreconciled an account.

02-15-2025

• Giving Hub-Nonprofit Directory: Resolved an issue with giving levels no longer displaying.
• Portal-Fund Advisor: Resolved an issue with the Donate tab showing when the Giving Hub is disabled for users.
• Portal - Portal Options - Portal Settings - Donor: Added new settings for the Donor page in the portal to display household and/or advised donations. With the Show Household Donations, a donor can view their individual donations and the household's donations. They will not be able to see any other household member's individual's donations. With the Show Show Advised Donations, a donor can view their individual advised donations.
  Portal-Donors: Added Household and Advised columns to the donation listing. This will allow donors to see if a donation is an advised donation or a household donation if the setting is enabled in Portal Settings-Donor: Show Household and Show Advised Donations. These columns were also added to the export.

02-13-2025

• Bank Reconcile - Settings: Add a new setting "Enable Bank Reconcile Approval". Enabling this setting will add a new column to the Bank Reconcile list of accounts titled Approved By. This will allow a user (with display and list permissions to Bank Reconcile) the option to approve the reconciliation. The user that approves the bank reconciliation must be different from the user that reconciled the account. If the account is unreconciled, the approval will be removed. Two additional columns, reconciled by and approved by, were added to the bank reconcile page. These columns will be populated by the user that reconciled and approved the reconciliation from this point forward. Historical reconciliations will display Foundant Technologies in the Reconciled By column.
  Bank Reconcile - Log: Add the actions for reconcile, approve, and unreconcile to the logs.
  Bank Reconcile - Notes and Files: Add a left-side menu option to add a note or file to a bank reconciliation. Notes and files will remain connected to the reconciliation if the account is unreconciled. If the reconciliation is cancelled, notes and files will be orphaned. This will require the user to add them again to the new reconciliation.
  Bank Reconcile: Add a column to the Bank Reconcile List titled Status. The status will be "start" or "continue" depending on the status of the last reconciliation for that account. Add Filters at the top of a reconciliation to filter the list to debits, credits, credits (checks), credits (electronic) for easier reconciliation. Shift Click will work in this table to clear transactions from the list. Updated the the top box of the reconciliation to display Bank Balance, total unreconciled, then book balance. Unreconciled transactions will have a total. Add a confirmation step when cancelling a reconciliation.
  Closed accounts will display at the bottom of the Reconcile Bank Account List.
• Checks: Updated the check batch option "Do Not Create Documents" to no longer produce grant/scholarship letters. This will also eliminate check batches landing in the Documents bucket in Grants/Scholarships. The individual check id log will indicate that setting with "Documents not generated because check batch has no create documents set."

02-11-2025

• Campaigns: Resolved an issue with tickets in carts on the Giving Hub that were processing after the ticket end date.
  Things to Note: The cart will look at the start and end date of a ticket. If there are no dates, it will look at the end date of the campaign. If used, the ticket dates will supersede the campaign dates.

02-10-2025

• Grant Catalog: Resolved an issue that when selecting Hide From Public on a grant catalog, it was also hiding from fund advisors logged into the Portal.
• Portal-All Designations: Ability to reorder columns on tables. If columns are reordered, the selection will save for the next login. This will be for all tables with a listing in donor, grantee, student, vendor, customer, fund advisor. This will not be included on Summary tables. This will also apply to entries per page and the pagination at the bottom of the listing. Added a new Reset button at the top of the tables. This will allow user to reset the table back to the default.
• Fund Advisors - List Carts: Resolved an issue that was not sending abandoned cart emails automatically each night.
• Campaigns: Added a Donation Revenue account to auction items. This will allow for better tracking of the invoice amount and additional donation amounts.

02-06-2025

• Profiles-Grantee: Added a new Grant Award table on the grantee's Grant tab, Grant Award Summary. This will display all grants that have been awarded to the Grantee. This table will summarize grants in the posted, vouchers, paid, and completed grant status. If the users are using the approval setting in grant's workflow, the grants will not appear in the Grant Award Summary table until after the approval.
  Portal-Grantee: Updated the Portal to use the Grant Award Table for grantee designations. This will show grantees a more holistic view of the grants. This table will summarize grants in the posted, vouchers, paid, and completed grant status. If the users are using the approval setting in grant's workflow, the grants will not appear in the Grant Award Summary table until after the approval.
  Profiles: Resolved an issue when selecting a profile from the profile Relationship tab linked by Org Roles. The user would receive a red error.
• Portal - Fund Advisor: Added an new setting to display closed funds on the portal. This new setting can be enabled in Portal Options>Portal Settings>Fund Advisor>Edit Fund Advisor. When enabled, a logged in fund advisor will see funds that are closed. On the main fund page, closed funds will display with a "closed" label in red. When the closed fund is selected, there is a display at the top of the fund summary page "This fund is closed".
  NOTE: If a Fund was connected to a Fund Advisor in the Portal prior to being closed, the closed label is now displays on the fund card regardless if the setting to display is enabled. Selecting that card will return the same notification as the legacy fund advisor portal, notifying the Fund Advisor that the fund is closed. NOTE: A closed fund will need to be opened to add to a Fund Advisor record. Then can be re-closed.
  Portal Options - Portal Settings - Fund Advisor - Show Student Data: If show student data is not set to yes, the student column when a Fund Advisor selects the scholarship name in the portal, will not longer display.
  Portal Options - Portal Settings - Summary Options - Display Spendable balance (if Hide Spendable is not enabled) as 0.00 if spendable balance is null.
  Fund - Settings - Fund Advisor Portal: If Hide Amounts or Hide Memorial Amounts is set to yes, they will display "hidden" in the amount column in the portal.

02-05-2025

• Enhanced the Giving Hub with new look and user experience. This update applies to all pages of the Giving Hub: Fund Listing, Grant Catalog, Events, the Nonprofit Directory, and Grant Cards. The updates allow for better story telling and an updated view for each page.

02-04-2025

• Reports: Resolved an issue that was not populating check numbers in a report that included that field if the check creation process included an approval process.
• Portal - Nonprofit Directory - Edit Directory: Resolved an issue that was stripping edits made to text fields when an image was added.
• Portal - Nonprofit Directory - Edit Directory: Resolved an issue that was not allowing a User to remove an image from the directory listing if cancel was selected after the image was removed.
• Grants - Refund: Resolved an error that was not allowing a User to process a refund on a grant with the apply to spendable box checked.
• Donations - Tax Receipts: Resolved an issue that was preventing a client from processing tax receipts because a default template was not assigned.
• Login: Option to display password for login is now available.
• Public Securities: Resolved issue that was not rounding to the donation total when a public security was sold.
• Yearly Tax Receipt: Resolved the issue that removed the option to "Include Public Securities in Total" when creating yearly tax receipts.

01-31-2025

• Giving Hub: Resolved issue that was displaying Grant Request when a non-logged in profile selected donate to a fund.
  Portal Options - Giving Hub Settings - Donate: Added a setting to update the Grant Request button label.
• System Data - Primary Contacts: Inactive Users will no longer display in Choose Primary Contacts list.

01-30-2025

• Giving Hub - Portal Option - Giving Hub Settings: Added a new tab for Nonprofits. Within this tab, the user will be able to hide the email address and/or phone number from the nonprofit directory main page.
  Nonprofit - Public Directory Settings: Add three new options allowing the ability for a profile to edit nonprofit directory data. There is an option to allow editing of the nonprofit statement, nonprofit description and other nonprofit information. All three options were set to yes by default. This will allow a foundation to restrict editing options for nonprofits in the portal.
• Portal - Grant Request: Removed the reference to "NOTE: There are additional giving opportunities. Click here to give" when an active grant catalog exists. This remains unchanged in the legacy Fund Advisor Portal.
  Portal - Grant Request: Updated the start date field to a date field for recurring grant requests.
  Portal - Grant Request: Added EIN as an option field for a manual grantee request.
  Portal - Grant Request: Add visual indication of required fields.
  Portal - Grant Request - Search Grantee: Allow the input of a full state name or abbreviation in the state field.
  Portal - Fund Advisor: Display email address of donor for pass thru grants when a user drills into the Grant ID, then Donor name in funding details.
  Portal - Grantee: Updated Grant Donations section to display donor email address under mailing address and added donation comments when a user drills into the Grant ID for a pass thru donation. Recognition Name, Donation Comments, and Tribute name will now display together in the Details column.
• Donations: Open campaigns and opportunities now display at the top of the create donation screen if the profile selected is listed in the campaign or associated with the opportunity. Selecting Link will add the campaign or opportunity to the donation record.
• Styles - Portal: Added an option to create a style for a for an affiliate group. In Styles, select Add Style then select Portal Affiliate Style. This will apply to the affiliate org and related funds. There is not an option to style the login page for the affiliate.

01-29-2025

• Campaigns: Resolved a left join reporting issue when adding profiles to a campaign.
• Portal - Fund Advisor: Resolved an issue that was displaying the amount of the donation when the fund flag was set to hide amounts and a fund advisor drilled into the individual donation detail.
• Portal Options - Portal Content - Fund Advisor: Resolved an issue that was preventing content from displaying in the Fund Advisor Grantcatalog Tab Header.
• Bank Reconcile: Resolved an issue that was preventing a user from starting a new reconciliation.
• Giving Hub - Campaigns: Added the second image to the individual event card layout. The second image will now display centered at the top of the bottom card when the ticket button is selected. Deleting the second image will remove it from the card.
  Giving Hub - Checkout: Added an asterisk on the checkout page for the fields that are required.
• Checks - Content: Resolved an issue that was returning a red error when editing the Check_post_email_body.

01-28-2025

• Giving Hub: Added alternative text to images and updated labels on control to address accessibility issues.

01-27-2025

• Giving Hub: For default card style, removed drop shadow and updated box border 1px to be #E0E0E0
• Portal - Login: Resolved an issue that was not allowing a Fund Advisor to login with an email/pin. If an email is associated with a profile that has a username/password, the login will redirect the user to enter their username and password instead of receiving a pin via email.
• Portal - Fund Advisor: A logged in fund advisor will now be able to donate to a private fund when selecting donate from the Portal. Private funds will display in alphabetical order before promoted funds.

01-23-2025

• Portal - Fund Advisor: Updated the Grant Request and Grant History to display Fund Public Name (Fund Name if Fund Public Name is null) for internal grants instead of the foundation name. This will align with the other tabs using the fund name instead of the foundation name.
• Giving Hub: Updated the Online Donation Payment Footer in Giving Hub Content to no longer break mid-word.
• Campaign - Tickets: Resolved an issue that was not sending the donation notify email to fund advisors when a ticket was sold from a campaign.

01-21-2025

• Giving Hub-Events: Updated the ticket checkout flow to be consistent with free and purchased tickets. Resolved an issue with the ticket notes field no longer displaying.
• Donations - Receipts: Resolved an issue that was generating a red error when a user created a donation receipts report without an end date. An end date is now required, or the report will not populate.

01-17-2025

• Giving Hub: Resolved and issue with the Affiliate Giving Hub page's breadcrumb. When using the Affiliate Giving Hub, the fund listing breadcrumb took the donor back to the foundations fund listing instead of the Affiliate's fund listing. The breadcrumb is now directing back to the Affiliate fund listing.
• Distributions: Updated The logic for determining the distribution start date has been updated to reference the distribution post date rather than the Calculation Date. When creating a distribution, a fund with a distribution start date set to 12/31/2024 will now only appear on the distribution fund list when the distribution post date is 01/01/2025 or later. The updated logic ensures that the distribution will not populate in the list before the post date even if the calculation date is earlier.
  For example, if a distribution's start date is set to 12/31/2024, it will not show up on the distribution fund list until the post date is 01/01/2025.
• Funds: Added the ability to set giving levels for funds on the Giving Hub. This new setting is found on a fund record's Setting tab in the Giving Hub section. This will override the Giving Hub giving levels if they are set. This will allow users the ability set different giving levels per fund in addition to the global setting. Giving levels will display on the Giving Hub fund page under the One-time Donation Amount.
  Use a comma to separate the list of amounts. Example: 10,50,100 or $10,$50,$10
  Giving Hub: Added the ability for users to add fund level giving for the Giving Hub. This new setting is found on a fund record's setting tab in the Giving Hub section. This will override the Giving Hub giving levels if they are set. This will allow users the ability set different giving levels per fund in addition to the global setting. Giving levels will display on the Giving Hub fund page under the One-time Donation Amount.
• Portal: Updated the Portal to allow for term investments to display in the Resource and Document tab, if enabled.

01-15-2025

• Giving Hub: Updated the checkout workflow to replace Donor Information label with Your Information and removed the description label above the cart listed items. Added asterisks to required fields for donors in checkout workflow. Updated the telephone field with the ability to accept international phone numbers.
• Profiles: Updated the domestic phone number field to be restricted to 10 digits and international phone number to allow up to 15 digits.

01-13-2025

• Donations: Resolved an issue when trying to create a donation with a public security. The system would not allow a quantity less than 1.

01-09-2025

• Portal Options-Portal Content-Fund Advisor: Added a new email content area called Advisor Abandoned Cart Email Body. This new email content area allows users to customize and send an email to fund advisors who have abandoned their carts.
  Fund Advisors: Added a Send Email Reminder option to List Carts. This feature enables users to manually send an email reminder to fund advisors with abandoned carts. Users can enable the Automated Cart Reminder Email in Fund Advisor Settings to automate emails being sent each night to fund advisors with abandoned carts. This update enhances communication with fund advisors by allowing foundations to follow up on abandoned carts, providing a more tailored reminder process.
  Note: This is not an automatic email. Foundations can control how frequently they send reminders to fund advisors.
   
  • Resources:
    • Portal Options Content
    • Portal Options Settings
    • Emails From CommunitySuite
• Financials: Resolved an issue with the variance columns calculating in the wrong direction with the reverse order of columns. This issue has been resolved by placing the columns back in the oldest to newest columns for the applicable report formats.
• Templates: Resolved an issue with the grant card template donation fields no longer displaying on the template.

01-07-2025

• Templates: Added fields to the Yearly Tax Receipt: public_funit_name, check_number, public_security_items, org_contact_label to represent the primary contact person if the profile is an org.
• Fund Statements: Reverted the fix to not show accounts with blank as 0.00 balances for accounts on fund statements. The fix caused fund statements displaying any accounts with $0.00 balances to have an error. If clients are displaying accounts on fund statements, account names should not have any special characters. Account names should be limited to number, letters (upper or lower), underscore, dash, or periods. Using other special characters in the account name can cause fund statements to not populate and create performance issues.
• Custom Reports: Added a Donation bulk action. This bulk action will allow users to see the donation id along with the revenue accounts for the donation record. This is intended to be a quick way to audit a list of donations.

01-03-2025

• Campaigns: Resolved an issue when updating profiles and then selecting donations and applying the funit filter. Users would receive a red error with the checkboxes or no fund is found in the search.
• Templates: Added ticket_price, ticket_value, and value to the ticket loop, and value to the top level. This will allow users to calculate and have visibility into how the fields are populating. Donation will show the difference between the ticket price and ticket value, if applicable.
• Grants: Updated the grants document bucket to process as a background job. This will help with users experiencing timeout issues for large batches of grant letters that are being processed. Users will now see a job status for email batches document processing. The job status will show any errors when loading and completed counts.
  Scholarships: Updated the scholarship document bucket to process as a background job. This will help with users experiencing timeout issues for large batches of scholarship letters that are being processed. Users will now see a job status for email batches document processing. The job status will show any errors when loading and completed counts.
• Templates: Resolved an issue with the template list link not working from tributes in honor and in memory. Removed the link listing from the fund statements template.
• Accounts: Resolved an issue with foreign currency accounts. Users were unable to edit any attributes about the account once a transaction has been processed. This fix will allow users to edit information on the account, except for the currency. To make changes to the account's currency with transactions, the account would need to be closed and a new one created.
• Outlook: Finished certification with Microsoft. Users will now be able to search the Outlook App store and find Foundant for Outlook. Once they have this app, they can create api keys in Me within CommunitySuite and follow the instructions for creating API Keys.
  Me-API Keys: Removed the manual manifest instructions for enabling Outlook. This step is no longer necessary with certification.

• (11-19-2025) Search: Resolved an issue when using the Search; foreign addresses would not appear in the drop-down for profiles.

  (11-17-2025) Integration-SmS: Updated the webhooks to payment's external_code. This will allow payment line updates on grants.

  (11-07-2025) Issue Resolution -  Home Menu Screen Error Summary: A deployment earlier today caused a critical error on the home menu screen, displaying a red error message that prevented users from accessing the home menu functionality. Users were unable to access the home menu screen during the incident window. Our engineering team identified and resolved the issue. The home menu screen is now functioning normally.

  (11-07-2025) Home: Added alerts to the Home Screen to alert users if there are settings that need attention. If there is an alert, it can be cleared in System Data in the left-side menu under Errors. This will show a list of any settings that require attention. Users can clear the errors by selecting Clear Errors from the left-side menu. Users will need the System Data Edit permission to clear the alert. 

  (11-05-2025) Cross Product Integration:  A cross-product integration that allows users to securely link their GLM/SLM users.

  Key Benefits

  Streamlined workflow between GLM and CSuite systems. Reduced need for multiple logins across platforms. Secure Token Implementation: Implemented dot token security protocol for safe profile connection. Improved user experience with context-aware navigation. This update significantly improves the user experience by creating a seamless bridge between GLM and CommunitySuite while maintaining robust security standards.

  Cross Product Authentication

  We have introduced a cross-product integration that allows users to securely link their GLM/SLM users to CommunitySuite, enabling seamless navigation between systems while maintaining proper authentication and access controls. This integration can be used in profiles, grants, and scholarships, depending on licensure.

  
  
   

  Synced Profiles: Using a linked profile between SLM or GLM, in CommunitySuite, a user can select the GLM or SLM icon to jump over to the profile on the other product. This new feature allows for a cross-product authentication process between systems.

  Synced Grants: Using a linked grant between GLM and CommunitySuite, a user can select the GLM icon to jump over to the grant record on the other product. This new feature allows for a cross-product authentication process between systems.

  Synced Scholarships: Using a linked scholarship between SLM and CommunitySuite, a user can select the SLM icon to jump over to the grant record on the other product. This new feature allows for a cross-product authentication process between systems.

  Resource:

  • Cross Product Authentication
  • Video

  (10-07-2025) UI Updates: Updated how the drop-down menu displays for custom fields. With the new look enabled the drop-down menu was out of alignment. Sticky headers have been removed on financial reporting, but will be resolved in a future release.

  (10-01-2025)  UI Refresh - Streamlined Navigation & Improved Table Actions - CommunitySuite has been given a user interface refresh with a shiny new look, streamlined navigation, and improved table actions.

  Key Improvements

  Streamlined Navigation: Find what you need faster with logically grouped menu items accessible from any page via the top navigation bar.

  Reduced Clicks: Perform actions directly within data tables without navigating to separate menu areas.

  Better Context: Actions now appear exactly where you need them—right alongside the data they affect.

  Cleaner Workspace: Removal of actions from the left menu creates an easier-to-read experience.

  Shiny New Look

  We have given our interface a fresh new look with improved navigation and more intuitive action placement to enhance your daily workflow. Clean, modern interface with refined styling and improved visual hierarchy for better usability. The main navigation has been restructured with organized dropdown menus along the top bar for faster access to key features. Action items have been relocated from the left sidebar directly into their corresponding data tables for more intuitive interaction. The core functionality remains the same—we have simply moved things to more logical locations. Most actions you are used to performing are now available directly within the tables where your data lives.

  Profile Update: We have moved action items from the left-side navigation to create a more logical workflow. Actions you are used to performing are now available directly within the tables where your data lives, and the left-side menu is now easier to use and find items. 
  
  
   

  Funds Update: We have moved action items from the left-side navigation to create a more logical workflow. Actions you are used to performing are now available directly within the tables where your data lives, and the left-side menu is now easier to use and find items.
  
  
   

  Accounts Update: We have updated the layout of the account record with tabs. This will allow for easier identification of settings and other account attributes. Actions you are used to performing are now available directly within the tables where your data lives, and the left-side menu is now easier to use and find items.
  
  
   

  Things to Note: There is a setting in Styles Settings that will allow a user to enable or disable the shiny new look. This will allow flexibility for the users as they learn the new look. There is also a setting to allow users to use their old top navigation, instead of the new top nav using our categories.

  No permissions updated with this release.

• (10-01-2025) Integrations: API Connections and Marketplace are now available for purchase as optional add-on features.

  Key Benefits

  Unlimited Integration Potential: No restrictions on which APIs you can connect to or how many objects you can access across native integrations and Marketplace solutions.

  Simplified Billing: Select your product and purchase either API functionality, Marketplace, or both. No need to track individual connection usage or separate billing for third-party integrations.

  Complete Data Access: Review API document endpoints and Marketplace add-on specifications.

  Extended Ecosystem: Access our native integration library and curated third-party solutions through the Marketplace, expanding your integration possibilities beyond core platform offerings.

  Flexible Deployment Options: Choose from pre-built native integrations for immediate setup or explore specialized Marketplace add-ons for niche use cases and advanced functionality.

  API Connections and Marketplace-Addon features

  We are excited to announce that API Connections and Marketplace are now available as optional add-on features, giving you the flexibility to enhance your workflow with external integrations only when you need them. Integration options will be located in System Data in the left-side menu as a new item. Once selecting Integrations, users will see menu options for both API documentation and Marketplace. These will be add-on features available for purchase à la carte.

  API Connections

  Access to all supported API objects through API Documentation, endpoints, and data types across our entire integration ecosystem. Review each supported object type to determine full read/write capabilities within each connected service. Connect to CRM systems, project management tools, marketing platforms, analytics service, communication tools, and more. Automatically gain access to new API connections and objects as we expand our integration library by reaching out to support@foundant.com.

  Once the API documentation has been purchased, the menu items will become available to the user. Within the API documentation, the user will find the Introduction, Authentications, Responses, Required Fields, Request Parameters, Webhooks, and Objects available. Users will be responsible for setup, and the Foundant support team will not be able to answer technical questions concerning the API connections. Users will need to authorize a user to begin using.

  Marketplace

  • Salesforce Integration - Connect profiles from your Salesforce instance directly with CommunitySuite profiles through our new marketplace integration. This seamless mapping between platforms uses our established marketplace connections to streamline your workflow. To learn more about setting up your Salesforce integration, contact support@foundant.com.
  • Constant Contact- Coming Soon

  Once you have purchased one of the Marketplace connections. Users will have access to configure the connections to decide which information will be mapped between systems.

  How It Works

  1. Purchase the Add-On: Add API Connections to your existing plan to unlock both API integrations and/or Marketplace access.
  2. Marketplace Exploration: Browse, evaluate, and install third-party addons that extend your integration capabilities with specialized tools and services.

  Ready to Connect?

  Add API Connections to your account today and unlock the full power of our integration ecosystem. Visit your account settings or contact our success team at support@foundant.com for pricing information.

  Resource:

  • Integrations
• (09-25-2025) Dashboards: Resolved an issue with the profile dashboard not retaining the filters when selecting a drilldown.
• (09-23-2025) Dashboards: Resolved an issue on the donor dashboard when using the filter Profile ID. This will now allow users to filter the donor dashboard by profile ID.
• (09-23-2025) Integrations: Resolved an issue with integrated grants sending from CSuite to GLM. Users were receiving an error when trying to send.
• (09-19-2025) Integrations: Resolved an issue with SLM Multifund grant edit causing a red error.
• (08-22-2025) FT Admin - CommunitySuite: Updated the link for the 9 dot communications. This will have a new layout for client resources, such as Upcoming Events and Recorded Trainings.
• (08-08-2025) FT Admin: Resolved issue that impacted nightly jobs not processing. This impacted: Remove expired nonces, set Fund Balances, delete old background jobs, send scheduled reports, delete old carts, Task Reminders, expire platform_requests, sync to Data Lake, daily check to ensure Stripe donation webhooks are setup for a site, update currency transactions, mask SSNs, foreign exchange rates, create Recurring Journal Entries, set Primary Address, Recurring Grant reminders, set Primary, daily File cleanup, delete expired tokens, daily Cart Reminder, and Recurring Donation reminders.
• (08-06-2025) Integration GLM: Resolved an issue with grant catalog files from GLM receiving an error for images with uppercase JPG. Have updated the integration to allow both upper and lower case files.
• (07-29-2025) Integration: Resolved an issue with CommunitySuite entering a non-existent country code based on system data to GLM/SLM on profile mapping when the profile from GLM/SLM did not have an address. In turn, this was not allowing the grantees or students to be mapped.
• (07-09-2025) Search Update to Donations, Invoices, Vendor, Voucher, Customer, and Students - Enhanced search functionality for Vendor, Voucher, Customer, Invoice, and Student fields to align with the global search model. Users will now see more detailed information when searching and selecting profiles, improving accuracy and user experience during lookup operations.
• (06-17-2025) Idea Lab - New Idea Status – Monitoring Interest: We have introduced a new status in Idea Lab called Monitoring Interest. This status is applied to valid ideas that are not currently under active consideration due to lower priority, but that we want to keep an eye on for potential changes in community interest. Ideas marked as Monitoring Interest will remain visible and open for votes and comments. Increased engagement may lead to their re-evaluation and earlier prioritization. This change helps ensure that promising ideas aren’t lost and that user interest plays a more visible role in our decision-making process.
• (06-04-2025) Quick Reference and Support Enhancements: A new Quick Reference option has been added to the left-side navigation of some pages within CommunitySuite. When selected, it opens a new tab with helpful content curated by the Product Education team, replacing the previous in-system Smart Tips.
  Updated Support & Resources UI:
  -The question mark icon, support channels, and product resource links have been refreshed with an improved look and feel for better usability.
  -Benefit: These updates enhance performance, streamline client access to educational content, and improve communication channels between users and support resources.
  • Resource:
    • Video
• (06-04-2025) Smart Simple Integrations: We are excited to announce a powerful new integration with Smart Simple. This integration enables seamless data exchange between your CommunitySuite and SmartSimple systems. This upgrade simplifies operations and enhances collaboration across your financial and grants management processes. If not already set in SmartSimple, users must manually assign the Grantee and Fund in CommunitySuite. If the Grantee and Fund were pre-set in SmartSimple, users can select “Create Grant” from the left-side menu in CommunitySuite. This action will move the grant to the New bucket, allowing users to continue with their standard grant processing workflow. Grant status and payment details are automatically integrated and reflected in both SmartSimple and CommunitySuite. If additional payment lines are added but the total grant amount remains unchanged, updates will sync between the systems. If the total grant amount changes, either: A new grant must be processed, or the current grant should be deleted from the New bucket and resent from SmartSimple after updates. This enhancement significantly reduces manual data entry and streamlines the end-to-end grant lifecycle between SmartSimple and CommunitySuite. For further guidance, contact Foundant Support or SmartSimple support. Smart Simple Global Administrators can access this new integration by navigating to: Global Settings > Integrations, select the Data Exchange Type of New, and under the export/import settings, choose the new CommunitySuite option. Note data values that may be exchanged are prescriptive.
• Notifications: Updated the grant request notification to include the grantee's name and grant amount.
• (05-22-2025) Me Information: Resolved an issue in Me where, when using the Edit profile, the email and name changes did not save.
• (05-16-2025) Migrations: Updated the CommunitySuite to CommunitySuite migrations to ignore investment strategies during the migration process. This was causing issues for accounts that had no transactions for the funds, and the investment strategies would not equal 100%.
• (05-01-2025) Resolved an issue where grant requests were being blocked from integrating with GLM/SLM due to a parsing error: Unexpected character encountered while parsing value: <. Path '', line 0, position 0. This occurred when the system attempted to parse an unexpected HTML/XML response. The integration now correctly handles response formats, ensuring smooth data exchange with GLM/SLM.
• (4-17-2025) Login: We have implemented an enhancement to the CAPTCHA feature on the login page, aimed at improving security and protecting against automated login attempts. This update introduces a more robust security measure to ensure that only legitimate users can access their accounts.
  Key Improvements:
  -Enhanced Security: The updated CAPTCHA system strengthens protection against brute force and automated login attacks, providing a more secure authentication process for all users.
  -No User Action Required: The enhancement has been automatically integrated into the login flow, so no additional steps are needed from users.
  This enhancement ensures that login attempts are safeguarded from malicious activity, offering a more secure experience for all users accessing their accounts.
• (03-12-2025) Login: We have implemented an update to the Portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for Portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the Portal, the profile will be taken to the profile page. If the email is valid but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that "If we have the email in our system, we will send you a pin." Logins will expire after one day following the same process as a logged in user. If a user has a username and password set up, they will no longer be able to login with just the email as long as there is a profile designation. If a profile has a user designation, email login will not sent a pin. 
  Users with a username and password can still log in normally. If the profile has no designations, the user will be directed to their own profile page and will not be able to see other profiles.
  Portal-Profile: The profiles shown on the profile selection page are now determined by the designation linked to the email used for login. If a user logs in with an email associated with a profile that has a designation (e.g., Fund Advisor), only profiles with the same primary email and corresponding enabled designations will be displayed.
  This change ensures that users can only view profiles with designations that are enabled on the portal.
• (03/05/2025) Password Policy: Updated the password last change date and expiration handling. This will impact the initial value until the next password change based on password policy. This will track the last date that the password was changed even if the users are not enforcing the expiration dates. This update was to help enforce the password expiration dates more effectively.
• (02-04-2025)  Login: Option to display password for login is now available.
• (01-03-2025) Outlook: Finished certification with Microsoft. Users will now be able to search the Outlook App store and find Foundant for Outlook. Once they have this app, they can create api keys in Me within CommunitySuite and follow the instructions for creating API Keys.
  Me-API Keys: Removed the manual manifest instructions for enabling Outlook. This step is no longer necessary with certification.

Accounts

Account Transfers

Allocation Tables

Bank Reconcile

Budget

Cash Management

Funds

General Ledger

Journal Entry

Revenue Share

Accounts Receivable

Admin Fee

Deposits

Donations

Invoices

Payments

Pledges/Promises

Public Securities

Till

Accounts Payable

Checks

Distributions

Grants

Grant Cards

Grant Catalogs

Loans

Scholarships

Split Interest

Term Investments

Vouchers

990 Report

1099 Report

CRA Reporting

Financials

Fund Statements

Reports

Campaigns

Opportunities

Portal Options

Styles

Templates

Tributes

Files

Logs

Notes

Tasks

Profiles

Donors

Grantees

Vendors

Customers

Students

Nonprofit

Fund Advisors 

Affiliate/Orgs

Alumni

System Data 

Users

Groups

Stewards

Grant Types

Service Areas

Payment Processors

Custom Fields