DM Funds - Settings: How to set up a fund to require pledges

How to set up a fund to require pledges

The option to require pledges is in the Fund Details page.

  1. If you have not yet added the fund, follow the instructions in the article, How to add a fund.
  2. If you have already added the fund, bring up the fund following the instructions in this article, How to search for a fund.
  3. Once you are on the Fund Details page in the Fund tab, find the option, "This fund requires pledges" and mark it. Then, click the save action button in the upper right corner.
    • If the pledge is set up to require pledges and you want to reverse that, unmark the box and save the Fund Details record. 
Have more questions? Submit a request



Please sign in to leave a comment.