How to walk through the Development Manager Funds tabs

Go into Funds. Enter part of the fund name in the search bar, then click the magnifying glass to display all of the funds with that word in the name.
Click the name of the fund.
You will see the general information for the fund displayed on the screen. Across the top, you will see tabs for all the different facets of the fund. Click each tab to see the information in each.
- Permissions
- Frequency
- Appeals
- Goals: You may add goals or import a large group of goals
- Refunds: Import Refunds and Shortfall Records; How to record refunds to parishes
- Parish Reports: Here you may select the Parish Report where you want this fund to show
- Designations
To see the batches where a particular fund is designed as the default, click the Batches button on the Funds car.

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