System Data Settings Overview

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

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.
• 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.

Object Settings