DM Funds - Date Range: How to change the fund date range

How to change the fund date range

The fund date range is set in the Fund Details page.

  1. Bring up the fund following the instructions in this article, How to search for a fund.
  2. Once you are on the Fund Details page in the Fund tab, look at the left side of the screen to find the fields for Start Date and End Date.
    Izzy_Funds_Start-End-Date-range.png

  3. Click into the field you want to change and select the correct date.
    Izzy_Change-the-Start-End-Date.png
  4. Save the fund record.
    Izzy_Edit-Fund-Date-Range_Save-Record.png
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