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[Closed] How do change a Fund name (and other details)?

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 151
Topic starter  

How do change a Fund name (and other details)?

  • Navigate to Funds>Fund Balances
  • Click View/Edit icon on the Fund to open the View Fund window.
  • Click Edit button
  • Make changes to your Fund details (including Name) and click Save

User must be a Financial Manager


   
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