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  1. Foundant Technologies
  2. CommunitySuite
  3. CommunitySuite - System Configuration

System Data Overview

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System Data is the central command center, and from this page you can set site data, work with templates, set your primary contacts, and sync your sandbox. 

Site Data

  • Name - Name of your organization.
  • EIN - EIN for your organization.
  • Address - Address of your organization.
  • Address2 - Address2 of your organization.
  • City - City of your organization.
  • State - State of your organization.
  • Zipcode - Zipcode of your organization.
  • Phone - Phone for your organization.
  • Country - Country for your organization.
    • If Canada is the selected country, then CRA Reporting replaces the 990 and 1099 Reports on the Home page.
  • Currency - Set based on organization location.
  • ACH Format - Set payment method.
    • This is generally set to NACHA.
  • Timezone - Allows you to set your timezone by selecting your time zone from a drop-down list.
  • DateStyle - Display dates in US (MM-DD-YYYY) or European format (DD-MM-YYYY).
  • Label Terminology - Adjusts labels on the Giving Hub and the Fund Management tab of the Portal to reflect regional differences.
    • For example: State vs. Province.
  • Financial Offset (From January) - Allows you to set your fiscal year by entering the number of months from January 1 on which your fiscal year starts.
    • If you leave the field blank your fiscal year runs from January 1 to December 31st.
      • If you would like to change your fiscal year, please consult the Client Success Team.
    • If you enter -6 months, your fiscal runs from July 1 to June 30th.
  • Default Fund - This is the default fund for transactions where a specific fund is not indicated.
    • Please note that the fund can still be changed while recording transactions.
  • Home URL - This URL is linked to your foundation logo in CommunitySuite and will redirect site visitors to your Foundation website.
  • Vendor ID - The first profile ID generated in the site. This cannot be edited.

The next two settings are related and control the Reply To fields on emails sent from CommunitySuite.

  • Default Email Reply To - The email address that will populate the reply to fields of all system generated emails.
    • If the Use Default Email Reply To For All setting is enabled, then ALL emails (system generated and user initiated) will populate the reply to fields with this email address.
    • If the Default Email Reply To setting is blank, then system generated emails will use FCSuite.com in the reply to fields.
  • Use Default Email Reply To For All - If enabled, all emails (system generated and user initiated) will populate the reply to fields with the email address listed in the Default Email Reply To setting.
    • If not enabled, then non-system generated emails will use the email address for the user who initiated the email in the reply to fields.
  • Test Email Domain - Add your organization's email domain to enable a user to Test Emails From Sandbox. Emails will only send to this email domain and foundant.com email addresses.
  • Show Legacy Codes - This feature will expose the legacy profile ID's that were used in your old system. If the box is checked, profiles that have legacy ID's will have a new field titled Legacy Code in the native profile record. These codes are also available as a profile field in custom reports, named Legacy Profile Code.
  • Show ID On Search - If checked, the profile ID or fund ID will display after the name when a global search is performed. 
  • Email On Task Create - When a user creates a task for another user, the user the task is assigned to will receive an automated email.
  • Logo - Allows you to upload your foundation's logo.
  • Csuite Version - Shows the version of CommunitySuite.
  • Last Sandbox Sync - This setting appears in the Sandbox site and shows the last time the Sandbox site was synced.

Templates

Administrators can use templates to automatically populate recipient specific information into documents produced in the system. Recipient specific information is pulled into Templates using merge fields, similar to a mail merge between Microsoft Excel and Microsoft Word. 

Styles

The Styles feature gives your organization the ability to change the look and feel of your Giving Hub, grant catalog, and nonprofit directory by adding custom CSS and HTML. Edits made in the Styles area should only be attempted by a qualified web designer.

Files

Files, along with a description, can be uploaded. 

Sync Sandbox

Sync Sandbox is available in both your Sandbox and Live site. Clicking this wipes the existing Sandbox site and copies the current Live site data into the Sandbox. 

Communicate with colleagues before syncing to ensure no one is actively testing in Sandbox.

Auto Sync Dev Days

Allows user to set an interval for syncing a Sandbox site. If selected, the site will automatically sync on the selected days. Sync will occur at approximately midnight based on the time zone selected in System Data.

Exchange Rates

If the multicurrency functionality is used, daily exchange rates are listed. If a day is missing, click the left-side menu option Update Rates. Since this functionality runs in the background, little to no interaction is required.

Primary Contacts

Users marked as primary contacts are used by Foundant Technologies for communication. The two users with the most logins in the previous six months will be marked as primary contacts by default.

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