IO Funds - Edit: How to add a pledge requirement to a fund

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.Funds_Screen_Nav.png
  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.
    Use_Search_bar.png
  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.
      toggle_if_pledge_requires_pledges_off.png
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