Articles in this section


  • Knowledge Base to Support Hub Transition FAQ

    Overview

    Previously, Foundant's knowledge base has been accessible via the following links:

    In the past, we've encouraged you to bookmark the relevant homepage link(s) and any article links as desired so that you can efficiently access them as needed. With the migration to our new Support Hub, the above links (and any links to specific articles you've saved) are changing, so any bookmarks you've created will need to be changed as well.

    Below are the new links for accessing our Support Hub:

     

    Managing Bookmarks

    Here are several resources referring to different browser types and how to manage bookmarks within those browsers: 

    We recommend that you visit the relevant links for our new Support Hub, then create new bookmarks for those pages. You can also access specific articles in the Support Hub and bookmark those pages as well.

     

    Important Dates

    Below are some important dates relating to the transition between our knowledge bases:

    • September 15th - Date the new Support Hub goes fully live!
    • December 31st - Date when the old links will no longer function.

     

    FAQ

    Am I still going to be able to chat with support from the Support Hub? 

    • Yes! You can start a chat with our support team from the Support Hub or from the Foundant Help Menu while working in your site. 

    Will I still be able to find old articles I had specifically bookmarked?

    • If you had an article specifically bookmarked from the old knowledge base, you will need to find it in the Support Hub and bookmark it there. 
      • For example, if I had this version of Site Data Settings article bookmarked in the old knowledge base, I would need to go to this version of the Site Data Settings article and bookmark it instead. 

    Will you still be updating the old knowledge base until it becomes unavailable?

    • We will focus our efforts on updating and adding articles into our new Support Hub instead of our old knowledge base. 

     

     

  • Show Available Cash
    1. In System Data:
      • Edit Site Data.
      • At the bottom of the page, check the box next to Show Available Cash.
      • Click Save.
    2. From the Accounts page.
      • Edit the relevant Asset account.
      • Next to Available For Cash, enter the percentage of cash that should be made available for grants.
      • Click Save.
    3.  From the Fund page:
      • Edit the relevant Fund.
      • Uncheck the box next to Track Spendable.
      • Click Save.

    Note: Available Cash will not display in the Fund or Donor Portal unless Track Spendable is unchecked.

  • Foundant Help Menu is Missing

    Overview

    The Foundant Help Menu should display (in your Sandbox and Live sites) as a question mark icon in the lower-right corner of the screen (see below). If you don't see the Foundant Help Menu, there are a few things you can try and/or verify that might resolve the issue.

     

    Please note that Foundant Courses (computer icon above the question mark) will only display in your Sandbox site. It will not display in your Live site.

    Supported Browsers

    Verify that you're using a supported browser (see below). Foundant Help content is only supported by the following browsers:

    Update Your Browser

    Ensure that your web browser is up to date. An out-of-date web browser is often the source of many common technical problems in cloud-based software.

    Browser Settings

    Foundant Help uses cookies to improve your experience, and cookies must be allowed in your web browser for Foundant Help to function. Additionally, Safari users will need to ensure that Cross Site Tracking is disabled (Mac only). Follow the instructions below to enable cookies for a given browser:

    Google Chrome

    1. On your computer, open Google Chrome.
    2. Click the three dots in the upper-right corner of the screen.
    3. Select Settings.
    4. Under Privacy and security, click Cookies and other site data.
    5. Select Allow all cookies.
       

    Clear Browsing Data

    Web browsers store information about your browsing activity to improve your experience (i.e. faster page loads, auto-fill username/passwords, etc.). However, if the cache becomes overloaded, it can sometimes cause problems such as: slow page loads, icons missing, buttons not working, formatting issues, etc. If you've exhausted the troubleshooting steps from above, you can try clearing your browsing data. 

    Select the appropriate link below to learn how to clear your browsing data:

  • Site Data Settings

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

    Depending on your system configuration, certain settings may not appear. If a setting is missing that you think you should have, please contact support or your CSM.


    Site Data

    • Name
    • EIN
    • Address
    • Address2
    • City
    • State
    • Zipcode
    • Phone
    • 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.
    • VendorID
    • Financial Offset - 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 Jan.1 to Dec. 31st.
        • If you would like to change your fiscal year, please consult your financial accounting CSM.
      • If you enter -6 months, your fiscal runs from July 1 to June 30th.
    • Currency
    • Timezone Offset - Allows you to set your timezone by entering the hour(s) differential between your time zone and PST time zone. For example:
      • If you are in EST you would enter 3.
      • If you are in Alaska Standard time you would enter -1:00:00.
    • DataStyle
    • Label Terminology 
    • Disable Scholarship Swaps - Removes the Scholarships column from Balance Swaps.
    • Default Email Reply To - Email address that will populate when a profile chooses to reply to an email that was generated and sent from CommunitySuite.
    • Show Legacy Codes - This feature will expose the legacy profile ID's that were used in your old system (e.g. FIMS). 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.
    • Logo - Allows you to upload your foundation's logo.

    E-File Options

    • The E-File Options feature allows you to enable E-File by clicking Edit on the left side menu and then checking the box next to E-File Enabled. 

    GLM Org/Individual Sync Options

    • Search GLM On Profile Create- If checked, CommunitySuite will search GLM for similar profiles when creating a new profile in CommunitySuite.
      • This setting can be toggled off/on from the Create Profile page.
      • Note: This feature is only available for CommunityGrants and CommunityScholarships.

    Grant Options

    • Send Grants To GLM:
      • Enabled - Pre Approval: This option requires you to send grants to GLM for approval. You will not be able to move forward with the grant process in CommunitySuite until the grant has been approved in GLM.
      • Enabled - Post Approval: This option requires you to approve or deny the grant in CommunitySuite. Once the grant has been approved, you’ll be able to send it to GLM for reporting purposes.
      • Disabled: Disables the ability to Send Grants to GLM.
    • Default GLM URLKEY - The default CGLM site that you want to send grants to.
    • Default GLM Process Name - The default CGLM process that you would like the grants to appear in.
    • Default GLM Status - The selected status will be assigned to the grant when it is received by CGLM. These options will change depending on which approval workflow you choose.
      • The Pre Approval workflow will give the following Default GLM Status options:
        • Application Complete 
        • Application Draft
        • Application Submitted
        • Approval Draft
      • The Post Approval workflow only gives the Approved option in Default GLM Status  
    • Grant Approval Percent -The percentage of Approvers required to move a grant forward into accounts payable.
      • A blank value within the field is the same as 100% if this option is selected. We recommend that you select an percentage to fill in this field, rather than leave it blank.
      • For example: If you require 75% approval, and a fund has 4 approvers, you will need at least 3 approvals for the grant to move forward into accounts payable.
      • If a fund has 2 approvers then both must approve the grant as each approver only counts for 50%.
    Enable COVID-19

    Overview

    The COVID-19 grant field is designed to allow consistent tracking of funding trends across the sector in response to COVID-19. The shared aggregated data will show how much, where, and for what purpose funding is being distributed. With over 1750 grantmakers and 240 community foundations, our clients’ combined data can provide valuable insights to each other and local, state and federal government. We are using Candid’s Support Strategies taxonomy so the data can be aggregated sector wide.

    The use of this field is voluntary and strictly opt-in.

    If you enable this feature in System Data, a COVID-19 drop-down menu will display when you create or edit a grant. The drop-down menu contains a list of codes that were developed using Candid's Support Strategies taxonomy, giving you the ability to code any grants that are related to the COVID-19 outbreak.

    If you utilize the integration with Grant Lifecycle Manager (GLM), this field will sync with the integration. The field must also be enabled in your GLM site. Please note that if you sync individual grants from SLM to CommunitySuite, the requests will be synced as scholarships in CommunitySuite. The ability to sync those requests as grants is in development at this time.
    • Enable Guidestar - gives you the option to run a charity check on an applicant or grantee to confirm 501c3 status.
      • To utilize Guidestar:
        • The grantee’s business number (tax ID) must be present in the grantee’s profile.
        • Enable Ajah must be unchecked (within Site Data - Grant Options).
      • If Guidestar is not enabled, you will need to do additional research to verify the organization being checked. 

    There is a maximum of 1,000 Guidestar checks per contract. 

    • Enable Ajah - Allows Canadian clients to check and confirm a grantseekers nonprofit status. This replaces Guidestar with Ajah across the entire system.
      • To utilize Ajah:
        • The grantee’s business number (tax ID) must be present in the grantee’s profile.
        • Enable Guidestar must be unchecked (within Site Data - Grant Options).
    • Charity Check Interval - Determines how often you’re required to run a charity check.
      • By default the system requires that you check the Pub 78 every time you write a check to the grantee.
        • This setting allows you to change the default to any desired interval.
    • Disable Approval Emails - If checked, Grant Approvers will not receive emails when a Grant needs approval.
    • Auto Approve Grant Payments - If checked, the system will not require approval to create a voucher for a grant payment.
    • Conditional Payment Fund - When grant installments/payments are marked as conditional (yes), the expense and payable will be reversed in this fund.
    • Closing Frequency 
    • Allow Liability Account

    Scholarship Options

    • Send Awards To SLM - Enables CommunitySuite to send scholarships to CSLM.
    • Default SLM URLKEY - The default CSLM site that you want to send scholarships to.
    • Default SLM Process Name - The default CSLM process that you would like the scholarships to appear in.

    Voucher Options

    Enable Voucher Approval & Voucher Approval Percent
    • Disable Voucher Approval Emails - If checked Voucher Approvers will not receive an email when a Voucher needs approval.

    Journal Entry Options

    • Enable Journal Entry Approval - This enables a formal journal entry approval process for manually created and imported journal entries. A user can add approvers based on the journal entry amount, and require different percentages of approval based on the amount levels.
    • Disable Journal Approval Emails
      • If this option is not selected, the system will email approvers when an entry needs their approval 
      • If this option is selected, emails will not be sent to approvers when an entry needs their approval.

    Public Donation Page Options

    • Hide Public Grant Catalog Tab - Hides the public grant catalog tab from the public donation page.
    • Hide Event Tickets Tab - Hides the event tickets tab from the public donation page.
    • Hide Nonprofit Directory Tab - Hides the nonprofit directory tab from the public donation page.
    • No Memorials - Turns off memorials system wide. This means donors will not have the option to select a tribute when making online donations.
    • Public Recurring Donations – This allows people to set up recurring donations from the online donation portal.
    • Min Online Donation – Allows you to set a minimum dollar amount for online donations.
    • Allow Donation Notes - If the box is checked, donors will be able to leave a note when making a donation from the Donation Portal. This may be helpful if a donor wants to communicate the intent of their gift.
    • Donation Notes Label - Text entered in this field will display next to the Donation Notes field. If no value is provided for the Grant Request Notes Label, the default Label will say Additional Notes.
    • Show Google Translate - Enables Google Translate in your Online Donation page.
    • Cover CC Fee Percent - Allows you to enter the credit card fee percentage that Stripe is charging for donations made through the Online Donations page. Donors will then have the option to cover those fees in the check-out portion of the Online Donations page.
      • This is an option to allow donors to increase their payment to help offset the processing costs. The percentage set doesn't need to match the percentage charged.
    • CC Fee Fund - Select a fund to cover the credit card fee for online gifts, that is not the fund receiving the donation (i.e. Operations Fund). Any time you receive a credit card donation through Stripe, the selected fund will be used to cover the Stripe credit card fee. If the donor chooses to increase their donation to cover the credit card fee, the additional amount will be deposited into the CC Fee Fund.
      • For example, if someone donates $100 and chooses to increase their donation to cover a 3% credit card fee, the additional $3 will go into the CC Fee Fund because that fee is also paying the fund associated with the donations. This will also display on the donor's tax receipt.
          Show Fund Images
     
          Overview

          This feature allows you to display a fund image next to a funds name in the online Donation Portal,            and Fund Advisor (Donor) Portal. These images are only available on the promoted fund list. They will        not appear after the fund is selected or on the Show List screen.

          If the box is checked, fund images will display below a funds name in the online Donation Portal, and        Fund Advisor (Donor) Portal.

                                     

                         
    You can add an image to a fund from the fund page.

    Prerequisites

    • This feature only applies to foundations that are using the online Donation Portal and Fund Advisor Portal.
    • You must add an image to each fund.

    Donation Options

    • Tax Receipt Serial Numbers - This assigns a unique serial number to each donation, and the associated tax receipt. Serial numbers are required for Canadian clients.
    • Donation Serial Numbers- This assigns a unique serial number to each donation, and the associated tax receipt.
      • Note:
        • Serial numbers are required for Canadian clients. 
    • Next Donation Serial Number - Click Edit to enter a starting donation serial number.
      • Note:
        • The box next to Donation Serial Numbers must be checked for this options to appear.
        • You can only edit the number to a higher number in value. For example, the serial number of 20210001 can be changed to 20220001 but cannot be swapped down to 1000.
        • The default starting number is 1.
    • Donation Templates- If you’ve uploaded a custom Donation Template, checking this box will use your custom template in the Donation Tax Receipt message. 
      • Note: If the box is unchecked, the system will use the default Donation Tax Header and Footer from System Data -> Content.
    • Auto Donation Receipt – Will send an automatic email receipt to your donors.
    • Auto Donation Receipt Reply To - When a donor clicks Reply to the email they receive containing their tax receipt, the Reply To address will auto populate with the email that you enter in this field.
    • Use Letterhead - Removes your logo from printed documents. This is useful for foundations who use pre-printed letterhead stationary.
      • If you select the Use Letterhead checkbox, scroll down and click Save.
      • Next, click Edit from the left side menu.
        • Enter the number of inches from each edge that you need to accommodate your letterhead stationary.
      • Click Save.

    If you use the letterhead feature, system generated donation tax receipts will not print your logo. If you do not use the letterhead feature, CommunitySuite will print your logo at the top of the relevant donation letter, tax receipt, etc.


    Check Options

    • Check Printing Format - Allows you to select a check format from the drop-down menu. 
      • Available Formats:
        • Quickbooks three part with the check on top (this is the system default).
        • FIMS (check in middle).
        • 59085 which is formatted with the check on the top but with slightly different alignment.
    • Enable Check Templates - If the box is checked, the option to edit the check format for an individual account will be turned off, and CommunitySuite will use your custom check templates.
    • Disable Approval Emails - Leaving the box unchecked will enable check approval emails. When a user clicks Send To Approval (from the New bucket of the Checks page), the system will send an email to check approvers; notifying them that they need to approve a check(s).
    • ACH Fee Fund - This may only be enabled if the ACH function is being utilized to make payments. This does not include NACHA functionality.

    Agency Fund Options

    Closing Frequency 


    Fund Advisor/Donor Portal Options

    • Contributions Tab Name - Change the name of the Contributions tab for fund advisors in the Donor Portal.
    • Grants Tab Name - Change the name of the Grants tab for fund advisors in the Donor Portal.
    • Grant Request Tab Name - Change the name of the Grant Request tab for fund advisors in the Donor Portal.
    • Grant Catalog Tab Name - Change the name of the Grant Catalog tab for fund advisors in the Donor Portal.
    • Statements Tab Name - Change the name of the Statements tab for fund advisors in the Donor Portal.
    • Files Tab Name - Change the name of the Files tab for fund advisors in the Donor Portal.
    • Receipts Tab Name - Change the name of the Receipts tab, for fund advisors in the Donor Portal.
      • Show Donor Portal Receipts (see below) must be enabled for this tab to appear. 
    • Donate Tab Name - Change the name of the Donate tab for fund advisors in the Donor Portal.
    • Other Tab Name - Change the name of the Other tab for fund advisors in the Donor Portal.
    • Verbose Advisor Alerts - Automatic emails you can set to send to the fund advisor at the time checks are posted for their grant requests. The email comes under the Subject Line: Grant Payment Notification - NAME OF FOUNDATION.
      • The email is system generated and you cannot change the text of the email.
      • The text in the email is set by selection of Verbose or not. If not selected, only the Fund Name and Grant # is included.
      • If Verbose is selected, the message will also include Grantee Name, Amount and Description.
    • Min Fundmananger Grant - This sets a minimum Grant Request amount for Fund Advisors in the Donor Portal or Fund Manager page.
    • Allow Grant Request Notes -If the box is checked, fund advisors will be able to add notes to their grant request. Grant request notes will display below the grant request, on the back-end of CommunitySuite. This may be helpful if a fund advisor needs to leave notes about grant processing, or intent.
    • Grant Request Notes Label - Text entered in this field will display above the grant request notes box in the Donor Portal. If no value is provided for the Grant Request Notes Label, the default label will be Additional Notes.
    • Hide Grant Catalog Tab - Hides the grant catalog tab in the donor portal.
    • Hide Anonymous Amounts - Hides anonymous donation amounts from fund advisors in the donor portal.
    • Hide Donor Phone - Hides donor phone numbers in the donor portal.
    • Hide Donor Email - Hides donor email addresses in the donor portal.
    • Hide Donor Address - Hides donor addresses in the donor portal.
    • Hide Memorial Amounts - Hides the amounts of donations that were given in memory/honor of.
    • Show Student Data - If the box is checked, fund advisors will be able to see the following student information (associated with scholarships) in the Donor Portal:
      • Student Name
      • Student Number
      • Student Address
      • Student Email(s)
      • School(s)
    • Show Available Cash - Calculates the amount of cash in a fund that’s available for spending. The calculation is based on the percentage defined in the Available For Cash field within your Asset accounts.
    • Show Donor Portal Receipts - Adds a Receipts tab to the Fund Advisor Portal that where fund advisors can view and print their tax receipts.
    • Show Donor Portal Investments - If the box is checked, administrators will have the ability to display investment information in the Fund Advisor Portal.
    • Show Non-Promoted Funds - Displays non-promoted funds for fund advisors on the Grant Request page. 
      • In the context of this feature, a non-promoted fund is a fund that has a checking account defined, and is not marked as Private or Promote in the fund's settings.     
     
         Enable Fund Statement Notify Emails

         Overview

         This feature relates to online fund statements, and controls whether or not fund advisors are notified         when their fund statement is ready for review in the Fund Advisor (Donor) Portal.

         If the box is checked- any fund advisors that have their statement type set to Online, will receive an           email notification when you mark the fund statements as completed.

    The body of the email notification can be edited in the fund_statement_review_email_body field within Site Custom Content.

         Prerequisites

    • This feature only applies to foundations that are using the Fund Advisor (Donor) Portal.
    • Fund Advisors must have their statement type set to Online in the the fund advisor record. 

    Fund Options

         Statement YTD Interval

         Overview

         This will set the Statement Year-To-Date (YTD) Interval for all funds at the same time. For example, you       might use this feature if your foundation has a year ending on June 30th, but you want your year-to-         date interval based on a calendar year.

    • This is a system-wide setting. To set the interval on a per fund basis, edit the YTD Interval on the fund record.
    • This option is independent of the Financial Offset. To base the Statement YTD Interval on the calendar year, enter 0MON in the field. 

    MailChimp Integration

    • MailChimp Integration - If you have a MailChimp account and wish to integrate it with CommunitySuite, this is where you add the API Key. 
      • Please discuss this functionality with your CSM prior to setting it up.
    • MailChimp List Name - This is where you enter the name of your MailChimp Audience. Check out this article for more information.

    User Password Policy

    • Password Policy Enabled - Check this box to enable and configure a password policy.
    • Minimum Password Length - The minimum number of characters that a user must have in their password.
    • Include These Character Types - Check the boxes to define the specific character types that a user must use in their password.
    • How Many Different Character Types From Above Do You Want To Require - Defines the number of character types (from above) that a user must include in their password.
    • Minimum Characters to Require From Each Character Type - Defines the specific number of characters (from each character type) that a user must use in their password.
    • Require Two Factor Login- Check the box to require that all users enable two factor login.
    • Expire Days (Enter 0 For Never, Minimum of 60 Otherwise) - How often users will be required to reset their password. This must be entered as the number days.
    • Max Failed Attempts (Always Enforced) - Defines how many times a user can try to login to CommunitySuite before they're locked out of their account. 
  • System Data Overview

    System Data is the central command center for CommunitySuite. From the Systems Data page, you can configure site wide settings and permissions. On the left side menu from the Systems Data page there are multiple features.

    Please reach out to Client Support or your CSM if you have any questions about System Data. 

    The Site Custom Content page allows you to add custom text, and messages to your Fund Advisor Portal, Donation Portal, and other areas in CommunitySuite. To view the Site Custom Content page, click Content on the left side menu from the Systems Data page and refer to the articles below: 

    System Administrators can use Templates to automatically populate recipient specific information into letters produced in CommunitySuite. Recipient specific information is pulled into Templates using Merge Fields, similar to a mail merge between Microsoft Excel and Microsoft Word. Please refer to the articles below for the workflow of templates:

    Within System Data, the Styles feature gives your Foundation the ability to change the look and feel of your Fund Advisor Portal, Donation Portal, and Grant Catalog by adding custom CSS & HTML. Edits made in the Styles area should only be attempted by a qualified web designer.

    The Files button on the left side menu of the Systems Data page allows you to upload files with a description. 

    The CommunitySuite Release Notes can be found by clicking on Release Notes on the left side menu of the Systems Data page. 

  • Site Custom Content

    The Site Custom Content page allows you to add custom text, and messages, to your Donor Portal, Donation Portal, and other areas in CommunitySuite. This tutorial will describe the available content fields, where they display within the system, and how to edit the information associated with each field. The default site custom content is the last bullet point on the relevant site custom content names that have default content, the merge fields are within the brackets { }.


    All of the custom content fields except donation_tax_footer and donation_tax_header are HTML compatible.

    ach_grants_email_body
    • HTML content used in the email body sent when a grant is paid by ACH.
    • Default site custom content: ACH payment was processed.
    ach_scholarships_email_body
    • HTML content used in the email body sent when a scholarship is paid by ACH.
    • Default site custom content: ACH payment was processed.
    ach_vouchers_email_body
    • HTML content used in the email body sent when a voucher is paid by ACH.
    • Default site custom content: ACH payment was processed.
    advisor_login_email
    • This is the default email that is sent to a fund advisor when giving them access to the Donor Portal (shown below).
      • CommunitySuite View

      • Email View

        • Note: 
          • You can edit the plain text, but do not edit the text within { }, as these are mail merge fields.

      • Default site custom content: Dear {name}, Use the link below to setup your {site_name} online account info. You will create a password; please put it somewhere you will remember. Contact me if you have any questions or problems. {login_link} Thanks {employee_name}
    donation_email_body
    • Default site custom content: {name} {salutation} attached is the tax receipt for your recent donation.
    donation_notify_email_body
    • Content in the donation notify email body that is automatically sent out when a donation is posted in CommunitySuite and the Donation Notify email is enabled for a fund holder.
    • Default site custom content: This is a notification that DonationID {{donation_id}} was received for {{fund_name}}
      Donor: {{donor_name}}
      Amount: {{amount}}
      Description: {{description}}
    donation_tax_footer
    • If you're not using tax receipt templates, text within the donation_tax_footer field will display within the footer of Auto Tax Receipts.

      • To use this content:
        • Tax Receipt Templates (in System Data -> Site Data) must be turned off.
    donation_tax_header
    • Content displays within the body of Auto Tax Receipts.
      • To use this content:
        • Tax Receipt Templates (in System Data -> Site Data) must be turned off.
    fundmanager_login_footer
    • This content displays below the login button on the Donor Portal login page.
       
    • Default site custom content: If you need to reset your password please contact us
    fund_statement_email_body
    • This content displays within the body of fund statement emails.
      • To use this content, Statement Type must be set to Email in the fund advisor record.
         
      • Default site custom content: Fund Statement for {statement_date}.
    fund_statement_review_email_body
    • Body of email that system will send when 'completing' a fund statement review.
    • Default site custom content: Fund Statements reviewed for {statement_date}
    grant_card_purchase_header
    • Text that goes on the top of the place where you purchase giving cards online.
    grant_catalog_closed
    • Text that appears when the grant catalog is not open yet or is over.
    • Content will display within the Donor Portal and Donation Portal if a Grant Catalog is closed.
    grant_catalog_header
    • Header text in the grant catalog.
    grant_catalog_request_create_header
    • Header text that goes on the top of an online grant request list of grantees.
    grant_catalog_request_header
    • Header text that goes on the top of an online grant request list of grantees.
    grant_catalog_request_submitted
    • Text after they submit their grant request.

    grantee_contact_post_email_body

    • Email content that is sent out once the related grant is posted.

    grantee_contact_unpost_email_body

    • Email content that is sent out once the related grant is unposted.

     
    grant_letter_email_body
    • Default site custom content: Dear {{name}} {{salutation}} attached is your grant letter.
    grant_post_notify_email_body
    • Content in the grant notify email body that is automatically sent out when a grant is posted in CommunitySuite and the Grant Notify email is enabled for a fund holder.
    • Default site custom content: This is a notification that the following grants were paid:
      {{#foreach grant}}{{fund_name}} :: Grant {{grant_id}}
      Grantee: {{vendor_name}}
      Payment Amount: {{amount}}
      Description: {{description}}

      {{/foreach grant}}
    grant_request_header
    • Content displays in the Donor Portal at the top of the Grant Request page.
    grant_request_submit_footer
    • Content displays in the Donor Portal during the review stage of the Grant Request process.
    grant_unpost_notify_email_body
    • Content in the email that goes out if a grant payment is deleted and the Grant Notify email is enabled for a fund holder.
    • Default site custom content: Payment on the following grants were reversed:
      {{#foreach grant}}{{fund_name}} :: Grant {{grant_id}}
      Grantee: {{vendor_name}}
      Payment Amount: {{amount}}
      Description: {{description}}

      {{/foreach grant}}
    memorial_footer
    • Text that goes on the bottom of the memorial notification letter.
    memorial_header
    • Text that goes on the top of the memorial notification letter.
    nonprofit_directory_header
    • Content displays in the Donation Portal at the top of the Nonprofit Directory page.
    online_donation_email_body
    • To use this content:
      • Tax Receipts Templates (in System Data -> Site Data) must be turned off.
      • Auto Tax Receipt (in System Data -> Site Data) must be turned on.
      • You must enter an email in the Auto Tax Receipt Reply To field (in System Data -> Site Data).
    • Default site custom content: Attached is the tax receipt for your recent donation
    online_donation_header
    • Content displays within Donate to a Fund tab in the Donation Portal.
    • Default site custom content: Want to give locally? Let our Foundation help.
      The following are funds that welcome public support to meet critical needs in our community.
    online_donation_payment_footer
    • Content displays in the checkout stage when a donation is made from the Donation Portal.
    online_donation_thankyou
    • Content displays after a donation is made from the Donation Portal.
    online_ticket_header
    • Content displays at the top of the Event Tickets page within the Donation Portal.
    online_ticket_thankyou
    • This content displays after an event ticket is purchased from the Event Tickets section of the Donation Portal.
    scholarship_letter_email_body
    • Default site custom content: Dear {{name}} {{salutation}} attached is your scholarship letter.

     

  • Style Editor Overview

    Within System Data, the Styles feature gives your foundation the ability to change the look and feel of your Fund Advisor Portal, Donation Portal, and Grant Catalog by adding custom CSS & HTML. Edits made in the Styles area should only be attempted by a qualified web designer.

    Customizations to your CSS or HTML have the potential to break mission critical functions within your Portals. If mistakes are made, we can reset your Portal Styles to default, but we will not be liable for the cost of having your website team rebuild the CSS and HTML.

    To access the Styles feature:

    1. Navigate to System Data.StyleEditor1.png

    2. Click Styles from the left side menu.StyleEditor2.png

    3. Select the Feature Style that you want to customize from the left side menu.StyleEditor3.png

    4. All actions that the Style Editor can perform are found at the bottom of the page.

    • Auto Format will format content in the Style Editor. This can be useful when copying/pasting content from minified source code. This operation does not perform a Save.StyleEditor4.png

    • The Preview button will save a temporary version of the content being edited and open a new window with a preview of the portal page.StyleEditor5.png

    • The CSSBanner HTML, and Footer HTML buttons allow you to edit each of those content types.
    • CSS content will load into the header of the portal section being modified.
    • Banner HTML content will load above all content in the portal being modified.
    • Footer HTML content will load below all content in the portal being modified.

      StyleEditor6.png

    If incorrect content has been entered, the Style Editor will display a red X for the affected line item and you will not be able to save until the content has been fixed. An Error button will also display in the lower-left corner of the screen. Use the up and down arrows to quickly jump to errors within your content.

    • The Default Settings button will save your current work and allow you to edit the Style Layout Defaults and Portal Skin versions.StyleEditor7.png

    • Save will save all content in the CSS, Banner HTML, and Footer HTML editors.

     Clicking Save will refresh Preview mode, but does not promote the content into live mode.

    • The Promote button will save the current content and update the live version to reflect the changes made in your Style Editor.

  • Upload your Logo*

    Your foundation logo is located on the upper left corner of your system screen. It is also located on all your online pages (Donate to a Fund, Grant Catalog, Event Tickets and the Nonprofit Directory plus the Donor Portal) and your tax receipts, unless you are using letterhead. 

    If you need to change your logo:

    • Go to System Data.
    • Scroll down to Logo in the Site Data table.
    • Choose [Edit] next to the word Logo.
    • Upload a new logo by selecting Choose File button.
      • Note the image guidelines. 
    • Pick your logo file from your computer.
    • Choose the Upload Logo button to add the new logo.

    The system may take up to 15 minutes to refresh with your updated logo. If you need help you can send a High-Resolution vector file containing your logo with a message to Foundant CommunitySuite support email support@foundant.com.

  • Build Templates from Examples
    1. Navigate to System Data.
    2. Select Templates from the left-side menu.
    3. Click Examples from the left-side menu.
    4. Click the Name of an Example Template.
      • The Example Template will download to your computer's Downloads folder.

        Templatefromexample.jpeg

    5. Customize the Example Template for use, or copy and paste Merge Fields from the Example Template into an existing Template.

    Note:

    • In the Word document being used to build your template, make sure that the Paragraph -> Page Break Before option is checked.
      • If this is not checked, Grant, Donation and Fund Statements will not start at the top of the page when printing multiple.
      • In most versions of Word, this can be found by right clicking anywhere on the page and selecting "Paragraph". The "Page Break Before" section can be found in the "Line and Page Breaks" tab. 
    • Make sure to include both sets of curly brackets when copying and pasting Merge Fields.
    • Merge fields only correspond to their specific Letter Type. For example, Only {{Donor Profile}} and {{Donation Detail}} fields should be used in your custom Donations Letter. 
    • It may be helpful to upload templates into your Development site first, test the templates, then download them and upload them to your Production site.