CommunitySuite Release Notes 2025

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

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.

• (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

System Data

Users

Groups

Stewards

Grant Types

Service Areas

Payment Processors

Custom Fields