Articles in this section

• CommunitySuite Release Notes 2023
• CommunitySuite Release Notes Overview
• CommunitySuite Release Notes 2022
• CommunitySuite Release Notes 2021
• CommunitySuite Release Notes 2020
• CommunitySuite Upcoming Releases

Articles in this section

• Bulk Edit Accounts
• Remove an Account from Investment Strategy
• Account Actions
• Account Transfers
• Account Types
• Close or Delete an Account

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Articles in this section

• Campaigns Overview
• Marketing Campaigns
• Event Campaigns
• Sync a Campaign to Mailchimp
• Campaign Mailing Labels and Mailing Lists
• Campaign Groups and Requests

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Articles in this section

• Payment Methods
• Unpost and Delete a Deposit for an Online Donation or Profile Payment
• Change a Donor
• Create and Sell Public Securities
• Direct Debit (Australia Only)
• Refunds Overview

Articles in this section

• Multi-Currency Accounts
• Financial Views
• Budget
• Loans

Articles in this section

• Foundant Support Hub Navigation
• CommunitySuite Glossary
• CommunitySuite Learning Experience
• Compass for Funders and Community Foundations: Foundant's Online Community
• Contact Support
• Foundant Courses and Help Menu: Setup and Troubleshooting

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Articles in this section

• Funds Overview
• Fund Fields
• Funds Dashboard
• Subfunds
• Bulk Edit Funds
• Funds Setting

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Articles in this section

• Conditional Payments
• Grant Cards Site Custom Content
• Allocation Tables
• Grant Cards

Articles in this section

• Implementation Coordinator Responsibilities
• CommunitySuite Document Migration
• CommunitySuite Learning Plan
• Adjust Principal and Spendable Net Asset Balances

Articles in this section

• Integration of Organization and User Fields
• CommunitySuite and GLM/SLM Integration Overview
• Process Synced Grants
• Create Multifund GLM Grants
• Process Synced Scholarships
• Create Multifund SLM Scholarships

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Articles in this section

• Commonly Used Reports
• Custom Report Types
• Default Reports
• Donor Report
• Filter Reports
• Funds Summary Report

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Articles in this section

• Opportunities Overview
• Create and Edit Opportunity Types
• Assign Opportunities to Profiles
• Link Donations/Pledges/Promises to an Opportunity
• Import Opportunities

Articles in this section

• Profiles Dashboard
• Profiles Overview
• Create and Edit a Profile
• Profile Designations
• Bulk Activate or Inactivate Vendors and Grantees
• Bulk Update Profiles

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Articles in this section

• Supported Fonts for Templates
• Permissions Overview
• Customize Your Embedded Styles
• Import Transactions and Historical Records
• CommunitySuite Sandbox Sync
• Manage and Delete Saved Reports

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Articles in this section

• CommunitySuite Month End Closing Checklist
• Assign Logic to Templates
• Build Templates
• Process Tax Receipts
• Example Templates
• Manual Fund Statements

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Articles in this section

• Bank Account Not Showing when Paying Vouchers
• Common Template Issues
• Foundant Courses Best Practices
• How to Zoom In in Your Web Browser
• Recurring Donation is Missing Credit Card
• Skipped Tax Receipt Serial Numbers - Technical Explanation