How to add a pledge requirement to a fund

1. Go to the Funds page.
   • Using the Navigator Bar, select Funds.
     -or-
   • Using the Funds Card, select Go to Funds.
2. Search for the Fund. If you know all or part of the Fund Name, enter it in the search bar and click the search button.
   
3. Once you see the fund listed, click on the Fund Name which will take you to the Fund Details page.
   • At the bottom of the Fund Details page, you will see the option to require pledges.
   • If this box is unmarked, click on the check box to add the mark.
   • Save the record by clicking the save button in the upper right corner.
     

April 17, 2023 17:13