PSG Organization - Fund Management: How to Activate/Deactivate Funds

Funds Must be Active in order for Donors to give to them, or for Start and End Dates to Apply to them

 

To be able to control when and if a Donor can give to a particular fund, you need to be able to mark the fund as "Inactive" or "Active".

Funds are Automatically set to "Active" when you create them. 

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So if you have any funds in Fund Management that are set to "Inactive", then it's because someone went into fund management and manually deactivated the fund, or the Fund has a start date that has not started yet.

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To Deactivate a Fund:

1.) Go to Organization and click on Fund Management.

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2.) Choose the Fund you want to deactivate and go to the Action button at the end of the row.

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3.) Select the option to Deactivate Fund from the drop-down.

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4.) You will receive an alert about Deactivating the fund.  Click Yes if you wish to Deactivate the fund.

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5.) The Fund will now show in the Fund Management List as Inactive.

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To Activate a Fund:

1.) Go to Organization and click on Fund Management.

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2.) Choose the Fund you want to activate and go to the Action button at the end of the row.

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3.) Select the option to Activate Fund from the drop-down.

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4.) You will receive an alert about Activating the fund.  Click Yes if you wish to Activate the fund.

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5.) The Fund will now show in the Fund Management List as Active.

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