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.
- If you leave the field blank your fiscal year runs from January 1 to December 31st.
- 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