System Data is the central command center for CommunitySuite. From the Systems Data page, you can configure site wide settings and permissions. On the left side menu from the Systems Data page there are multiple features.
Please reach out to Client Support or your CSM if you have any questions about System Data.
The Site Custom Content page allows you to add custom text, and messages to your Fund Advisor Portal, Donation Portal, and other areas in CommunitySuite. To view the Site Custom Content page, click Content on the left side menu from the Systems Data page and refer to the articles below:
System Administrators can use Templates to automatically populate recipient specific information into letters produced in CommunitySuite. Recipient specific information is pulled into Templates using Merge Fields, similar to a mail merge between Microsoft Excel and Microsoft Word. Please refer to the articles below for the workflow of templates:
- Templates
- Upload and Configure Templates
Within System Data, the Styles feature gives your Foundation the ability to change the look and feel of your Fund Advisor Portal, Donation Portal, and Grant Catalog by adding custom CSS & HTML. Edits made in the Styles area should only be attempted by a qualified web designer.
The Files button on the left side menu of the Systems Data page allows you to upload files with a description.
The CommunitySuite Release Notes can be found by clicking on Release Notes on the left side menu of the Systems Data page.
