Articles in this section

• Account Actions
• Account Transfers
• Account Types
• Close or Delete an Account
• Create and Edit an Account
• Create Investment Strategies

see all

Articles in this section

• Campaigns Overview
• Campaigns: Communication List Summary
• Campaigns: Events Summary
• Sync to Mailchimp
• Campaign Mailing Labels and Mailing Lists
• Campaign Groups and Requests

see all

Articles in this section

• Change a Donor
• Create Public Securities
• Direct Debit (Australia Only)
• Refunds Overview
• Sell Public Securities

Articles in this section

• Create Financial Views
• Example Financial View*
• Post a Deposit
• Unpost and Edit a Deposit
• Use Financial Views
• Loans

Articles in this section

• Foundant Support Hub Navigation
• CommunitySuite Learning Experience
• CommunitySuite Overview
• Compass for Funders and Community Foundations: Foundant's Online Community
• Contact Support
• Email Encryption

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Articles in this section

• Bulk Edit Funds
• Funds Settings
• Funds Site Custom Content
• Add Grant Approvers to a Fund
• Add Voucher Approvers to a Fund
• Available Cash Calculation

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Articles in this section

• Grant Cards Overview

Articles in this section

• Mapping GLM/SLM Roles with CommunitySuite Permissions
• CommunitySuite and GLM/SLM Integration Overview
• CommunitySuite SLM Settings
• Sync CommunitySuite Scholarships to SLM
• Process Synced Grants
• CommunitySuite GLM Settings

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Articles in this section

• Beginning Balance Profiles
• Data Migration
• FIMS Profile Conversion Summary
• FIMS Reconcile

Articles in this section

• Export Donor Information

Articles in this section

• Campaign Reports
• Commonly Used Reports
• Custom Report Types
• Custom Reports: Field Types & Aggregates
• Default Reports
• Donation 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 Opportunity
• Import Opportunities

Articles in this section

• Parent/Child Org Relationship
• Profiles Settings
• Bulk Update Profiles
• Deceased & Divorced Profiles
• Delete a Donor
• Delete a Profile

see all

Articles in this section

• Import Transactions
• CommunitySuite Sandbox Sync
• Manage and Delete Saved Reports
• Checks Settings
• Nonprofit Site Custom Content
• Test Emails From Sandbox

see all

Articles in this section

• Assign Logic to Templates
• Build Templates
• Process Tax Receipts
• Example Templates
• Manual Fund Statements
• Opportunity Letters

see all

Articles in this section

• Bank Account Not Showing when Paying Vouchers
• Common Template Issues
• Edit Check Number
• How Do I Remove an Account from Investment Strategy?
• How to Zoom In in Your Web Browser
• Recurring Donation is Missing Credit Card