CommunitySuite - System Configuration
contains sub categories Custom Fields, Fund Advisor Portal, Grant Catalog, Notes/Tasks, Online Donation Portal, and Users & Groups
- Customize Pledge/Promise Content
- Pledges/Promises Settings
- Audit Proof Your CommunitySuite Site
- CommunitySuite Single Sign On (SSO)
- Integrations
- Opportunities Content
- Alumni Permissions
- Bank Reconcile Settings
- Integrate Microsoft Outlook with CommunitySuite
- Styles Permissions
- Financials Settings
- Financials Content
- Equity Account Restrictions
- Login Setup for Portal Users and Fund Advisors
- My Dashboard
- Power Bi
- Auditor Users and Audit Information
- Invoices Content
- Stripe Setup and Management
- Portal Options Permissions
- Customize Giving Hub and Portal Settings
- Customize Giving Hub and Portal Content
- Nonprofit Settings
- CRA Reporting Permissions
- Styles Settings
- Account Transfer Content
- IRS Efile Permissions
- Vouchers Permissions
- Vendors Permissions
- Users Permissions