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

CT Support · 2022-09-30T21:45:24Z

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

CT Support

(@slimjim)

Support Team Admin

Joined: 3 years ago

Posts: 143

Topic starter 30/09/2022 10:45 pm

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

Forum Icons: Forum contains no unread posts Forum contains unread posts

Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed