How to Edit a Fund Record

  1. Open the Funds  page.
  2. Find the fund record you want to edit. To quickly find the desired fund, use the Search or Filter function.

 To find out what content a search accepts, hover your mouse over this input hint: .

A list of funds matching your search criteria is displayed.

  1. Click fund's name link to open the fund's record. 
  2. As necessary, change the information in the record's fields.
  3. Click  to save.

The system updates the fund record with your changes.


© Development Manager Help v5.0.13 October 12, 2023 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.