This article contains links to all the CommunitySuite videos from Foundant Courses that can be referenced at any point during and after your implementation.
Articles are provided for your reference and can to be viewed at your discretion. It is not necessary to review each article unless it supports your learning.
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Support your understanding of terms used in CommunitySuite and access course videos for visual representation of key features and processes.
Users and System Data
Customize your system data and set up your users with permissions specific to their roles.
Accounts
CommunitySuite uses default accounts and bulk editing to enhance workflow efficiency. Custom and financial reports simplify the reporting process.
Profiles
Tracking donations, opportunities, notes, grants, and contact information on the profiles in your system is a small sample of what CommunitySuite can do.
Funds
Fund setup can be accomplished using bulk edit functionality or by individual fund. Fund reports detail transactions and activity.
Money In
Create, receive, and manage donations using CommunitySuite's donation functionality.
Money Out
Creating scholarship programs and paying scholarship awards is part of the money out process. Track grants and voucher using CommunitySuite's bucket system.
- Copy, Edit, or Delete a Voucher
- Create a Scholarship Award
- Create and Edit Scholarship Programs
- Create and Process an External Grant
- Create, Post, and Pay a Single Voucher
- Grants Overview
- Pay a Scholarship Award - Auto Approval Workflow
- Pay a Scholarship Award - Post and Get Approval Workflow
- Pay Open Vouchers From Accounts Payable
- Scholarships Overview
- Vouchers Overview
End of Period
Various tasks occur at the end of a given period. The resources below are listed in the recommended order of operations for the end of period workflow.
Campaigns
Use campaigns for your communication lists and events management.
Opportunities
Opportunities is a relationship management took used to track specific strategies for an individual, household, or organization.
System Communications
Customizable content and the use of templates can be used to enhance your communication tools.
Reporting
Create custom reports or use any of CommunitySuite's other reporting options to track and manage reporting data.
Giving Hub
The Giving Hub is a public facing website that allows foundations to accept online donations for funds, grant catalogs, and nonprofits. It contains a page to sell or rsvp for campaign tickets and provides a nonprofit directory to the public.
Affiliate Portals
Designate an organizational profile as an affilite/supporting org so steps can be taken to enable the affiliate portal.
Portal
The Portal is a secure website where various individuals can log in to see information applicable to their in-system designations. The Portals style is customizable.
Integration with GLM/SLM
If both CommunitySuite and GLM/SLM are integrated, grants and scholarships can be synced between the two.