CommunitySuite Fundamentals Course Resources – Foundant Technologies

CommunitySuite Fundamentals: Get Started

Video	Article
Introduction to CommunitySuite and Navigation	CommunitySuite Glossary

Videos	Articles
Create a User & Add a User Group	Users and User Groups Overview
Permissions Overview	Users and User Designations
	User Groups
	Permissions Overview
	Broad Permissions
	Detailed Permissions Overview
	System Data Overview

Videos	Articles
Accounts and Configurations	Create, Copy, and Edit an Account
Bulk Edit Accounts	Bulk Edit Accounts
Investment Strategies	Account Types
	System Default Accounts
	Financial Reports Overview
	Financial Views
	Balance Sheet Report
	Income Statement Report
	Cash Balancing Setup

Videos	Articles
Fund List and Groups	Funds Overview
Create and Edit Funds	Create Fund Groups, SubGroups, Divisions, and Segments
Copy and Bulk Edit Funds	Create, Edit, and Copy a Fund
Fund Fee Types	Bulk Edit Funds
	Create, Edit, and Assign Distribution Types
	Admin Fees Overview
	Admin Fee Groups
	Create and Edit Fund Fee Types

Videos	Articles
Profiles and CRM Overview	Profiles Overview
Create Profiles	Create and Edit a Profile
User-Defined Fields	Profile Types and User-Defined Fields
Profile Duplicates	Profile Relationships
CommunitySuite Profile Import Overview	Manage Duplicate Profiles
	Bulk Update and Delete Profiles
	Import Profiles
	Notes and Tasks Overview

Videos	Articles
Donation Settings	Donations Overview
Donation Types	Donations Settings
Create a Donation	Create and Set Donation Types
Donations Page and Tax Receipts	Create, Copy, and Post a Donation
Profile Payments and Invoices	Create a Profile Payment
Till and Deposits	Deposits

Videos	Articles
Create and Process a Voucher	Vouchers Overview
Create and Process an External Grant	Copy, Edit, or Delete a Voucher
Create a Scholarship Program	Create, Post, and Pay a Single Voucher
Create and Process a Scholarship Award	Pay Open Vouchers From Accounts Payable
	Grants Overview
	Create and Process an External Grant
	Scholarships Overview
	Create and Edit Scholarship Programs
	Create a Scholarship Award
	Pay a Scholarship Award - Post and Get Approval Workflow
	Pay a Scholarship Award - Auto Approval Workflow

Videos	Articles
Bank Reconciliation	Reconcile an Account
Foundant CommunitySuite Cash Management	Cash Management Overview
CommunitySuite Revenue Share	Revenue Share Overview
Foundant CommunitySuite Admin Fees	Run Revenue Share
Distributions	Admin Fees Overview
	Open or Close the Books
	Process Distributions

Videos	Articles
Campaigns Overview	Campaigns Overview
Create a Marketing Campaign (Mailing List)	Marketing Campaigns
Add Profiles to a Campaign in Bulk	Event Campaigns
Create an Event Campaign	Fundraising Campaigns

Videos	Articles
Opportunities Overview	Opportunities Overview
Create an Opportunity Type	Create and Edit Opportunity Types
Assign Profiles to Opportunities	Assign Profiles to Opportunities
Link Donations, Pledges, or Promises to Opportunities	Link Donations, Pledges, or Promises to Opportunities

Videos	Articles
Foundant CommunitySuite Templates Overview	Templates Overview
CommunitySuite Check Templates	Build Templates
	Example Templates
	Common Template Issues

Videos	Articles
Giving Hub Overview	Giving Hub
Giving Hub: Fund Structuring and Settings	Styles
	Portal Options Settings
	Portal Options Content
	Tributes in Giving Hub