How to add a pledge requirement to a fund
1. Go to the Funds page by either:
- Using the Navigator Bar, select Funds
-or- - Using the Funds Card, select Go to Funds
2. There are two ways to search for the Fund:
-
Click the Magnifying Glass icon in the Search Field to display entire list of funds
-or-
-
Begin typing a Fund Name in the Search Field, then click the blue Search button (lower-right)
3. Click the individual Fund Name in the Name Column to access its Fund Details
4. Under Fund Details:
- Mark checkbox to add Pledge Requirement to this fund
- Save update
Updated