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.

05-12-2025

• Profiles: Updated the USPS validation to preserve original address casing instead of forcing all-uppercase formatting.
  -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 addresses are accurate and consistent, helping to maintain cleaner data within the CRM system. Addresses will validate based on 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.

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 hand 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.

• (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.

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