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Welcome to the
CommunitySuite Support Hub
Foundant Technologies
CommunitySuite
CommunitySuite - Release Notes
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
CommunitySuite - Accounts
CommunitySuite - Bank Reconciliation
CommunitySuite - Revenue Share
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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CommunitySuite - Campaigns
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Campaigns Overview
Marketing Campaigns
Event Campaigns
Sync a Campaign to Mailchimp
Campaign Mailing Labels and Mailing Lists
Campaign Groups and Requests
see all
CommunitySuite - Donations & Other Income
CommunitySuite - Donations
CommunitySuite - Invoices
CommunitySuite - Payments
CommunitySuite - Pledges/Promises
CommunitySuite - Till
CommunitySuite - Tributes
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
CommunitySuite - Financial Management
CommunitySuite - Cash Management
CommunitySuite - Financial Reporting
CommunitySuite - General Ledger
Articles in this section
Multi-Currency Accounts
Financial Views
Budget
Loans
CommunitySuite - General Foundant Information
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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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CommunitySuite - Funds
CommunitySuite - Admin Fees
CommunitySuite - Distributions
Articles in this section
Funds Overview
Fund Fields
Funds Dashboard
Subfunds
Bulk Edit Funds
Funds Setting
see all
CommunitySuite - Grants, Scholarships, & Other Expenses
CommunitySuite - Charity Check
CommunitySuite - Checks
CommunitySuite - Grant Types
CommunitySuite - Grants
CommunitySuite - Scholarships
CommunitySuite - Vouchers
Articles in this section
Conditional Payments
Grant Cards Site Custom Content
Allocation Tables
Grant Cards
CommunitySuite - Implementation
CommunitySuite - Beginning Balance Migration
CommunitySuite - CSDATA Migration
CommunitySuite - FIMS Migration
CommunitySuite - Pearl Migration
Articles in this section
Implementation Coordinator Responsibilities
CommunitySuite Document Migration
CommunitySuite Learning Plan
Adjust Principal and Spendable Net Asset Balances
CommunitySuite - Integration with GLM/SLM
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
see all
CommunitySuite - Non-Financial Reporting
Articles in this section
Commonly Used Reports
Custom Report Types
Default Reports
Donor Report
Filter Reports
Funds Summary Report
see all
CommunitySuite - Opportunities
Articles in this section
Opportunities Overview
Create and Edit Opportunity Types
Assign Opportunities to Profiles
Link Donations/Pledges/Promises to an Opportunity
Import Opportunities
CommunitySuite - Profiles
CommunitySuite - Fund Advisors
CommunitySuite - User Defined Fields & Relationships
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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CommunitySuite - System Configuration
CommunitySuite - Custom Fields
CommunitySuite - Fund Advisor Portal
CommunitySuite - Grant Catalog
CommunitySuite - Notes/Tasks
CommunitySuite - Online Donation Portal
CommunitySuite - Users & Groups
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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CommunitySuite - Templates
CommunitySuite - Fund Statements
Articles in this section
CommunitySuite Month End Closing Checklist
Assign Logic to Templates
Build Templates
Process Tax Receipts
Example Templates
Manual Fund Statements
see all
CommunitySuite - Troubleshooting
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
Popular Articles
Foundant Resources
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Podcast
On-Demand Sector Education
Foundant Resources
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On-Demand Product Training
Podcast
Foundant Resources
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GLM Resources
On-Demand Sector Education
Grantmakers Podcast
SLM Resources
On-Demand Sector Education
Scholarship Provider Podcast