CNG - How to View/Edit Funds

How to View or Edit Funds in ConnectNow Giving 

The funds that your Givers can choose when they fill out a Quick Give or set up a Scheduled Gift are limited to what you can see in your "Fund Management" screen.

1.) Go to "Organization" in the top right corner of the screen.

2017-11-14_16-47-11.jpg

2.) Choose "Fund Management".

2017-11-14_16-43-48.jpg

3.) This is what the Fund Management Page looks like with Several Active Funds.  Inactive Funds will show in red with the word "Inactive" before them.

2017-11-13_15-06-09.jpg4.)  To Edit a Fund (Start Date, End Date, Fund ID, et cetera) go to the end of the row where the "Action" button sits.

2017-11-13_16-53-15.jpg

5.)  Click on the "Action" button and choose "Edit Fund".

2017-11-13_16-19-15.jpg

6.)  From here, you can add a "Start" or "End" date for your fund, along with other information. 

2017-11-13_15-07-15.jpg

Just keep in mind that if you put a "Start Date" that falls after the current date, then you Parishioners will not be able to give to that fund using ConnectNow Giving until that specific start date.

 

 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.