IO Funds - Edit: How to edit a fund

How to edit 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. If you know the name (or part of the name) of the fund, search for the fund. To see a list of all funds, click the Search button. You may change your view to grid view to see more funds on the page at once.  
    mag_glass_for_all_funds.png
    Grid_view_with_field_choices_highlighted.png
  3. Note the information you may glean from the Funds page shown in the image below. You may see this information on both views: grid and card view: Tax Deductible, Start Date, End Date, External ID, etc.
    • One field that does not show in this view is the Active status. To see this you must click into the Fund.
      • If the fund is not marked as Active, it will not be available to select for reports nor will it be available for contributions.
    • If the fund has an End Date, after that date it will still be available to select for reports, but it will not be available for contributions.
      Grid_view.png

  4. If you need to make changes to the Fund, click on the Fund Name link.
    edit_fund_and_save.png
  5. Once you have made the changes, the save button will become active in the upper right as shown in the above image. Save the changes before leaving the page.
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