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

System Data Settings Overview

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Below are descriptions of each field on the main System Data page. 

Depending on your system configuration, certain settings may not appear. If a setting is missing that you think you should have, please contact Support.


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.
  • 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 online donation portal and fund advisor 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.
  • 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.
  • E-File Enabled - The E-File Options feature allows you to enable E-File by clicking Edit in the left-side menu and then checking the box next to E-File Enabled. 

Admin Fee

Navigate to the Admin Fee page and click Settings in the left-side menu to access settings for admin fees.

Resource: Admin Fee Settings

Campaigns

Navigate to the Campaigns page and click Settings in the left-side menu to access settings for campaigns.

Resource: Campaigns Settings

Checks

Navigate to the Checks page and click Settings in the left-side menu to access settings for checks.

Resource: Checks Settings

Donations

Navigate to the Donations page and click Settings in the left-side menu to access settings for donations.

Resource: Donations Settings

Fund Advisors

Navigate to the Fund Advisors page and click Settings in the left-side menu to access settings for fund advisors.

Resource: Fund Advisor Settings

Funds

Navigate to the Funds page and click Settings in the left-side menu to access settings for funds.

Resource: Funds Settings

GL (General Ledger)

Navigate to the GL page and click Settings in the left-side menu to access settings for general ledger.

Resource: GL (General Ledger) Settings

Grants

Navigate to the Grants page and click Settings in the left-side menu to access settings for grants.

Resource: Grants Settings

Profiles

Navigate to the Profiles page and click Settings in the left-side menu to access settings for profiles.

Resource: Profiles Settings

Scholarships

Navigate to the Scholarships page and click Settings in the left-side menu to access settings for scholarships.

Resource: Scholarships Settings

Users

Navigate to the Users page and click Settings in the left-side menu to access settings for users.

Resource: User Settings

Vouchers

Navigate to the Vouchers page and click Settings in the left-side menu to access settings for vouchers.

Resource: Voucher Settings

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