> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/funds/fund-settings.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

Select `Settings` at the top of `Plan > Funds` to set up your organisation's own fund fields. Every
field you add appears on each fund's form and record, in the order you set here.

This appears only when it is turned on for your organisation. It needs both the Payments and Funds
modules, and you need the `Can access Payments` permission. If you can see the fields but not
change them, you'll see a note saying so. Labels that name `Fund` use your organisation's own term
if you've renamed it.

## What each field has

- `Label`: the field's name on the form, the record and the list. Required, and no two fields can
  share one, whatever their capitals.
- `Type`: `Text`, `Long text`, `Number`, `Currency`, `Date`, `Yes or no` or `Select`. A field's
  type can't change while any fund holds a value for it.
- `Options`, for a `Select` field only: one option per line, in the order they are offered. A
  `Select` field needs at least one option, and no blank or repeated ones.
- `Required`: a fund can't be saved without a value for it.
- `Display in list`: adds the field as a column on the fund list, after `Tags`. A field without it
  still appears on every fund's form and record.

## Add, change and reorder fields

1. Select `Add field`, then fill in its label and type.
2. Change any field's label, options, `Required` or `Display in list` in place.
3. Use `Move up` and `Move down` on a field to change its place. The order here is the order on
   the form, on the record and of the list's columns.
4. Select `Save`. Nothing changes until you do.

If something can't be saved, the reason appears on the field it's about, and nothing is saved
until you correct it.

If someone else saved the fields while you were editing them, nothing you changed is saved and no
field is removed: you're told the fields changed, and `Reload` shows them as they now stand, so you
can make your changes again. While a save is under way, the fields can't be changed.

## Remove a field

Select `Remove` on a field. For a field that has been saved, you're warned first that removing it
deletes every fund's value for it, and you choose `Remove field` or `Keep field`. The field goes
when you select `Save`, and its values can't be brought back.

A field you've added but not yet saved holds no values, so it goes straight away.

## See also

- [The fund list](fund-management.md)
- [Add or edit a fund](fund-form.md)
- [A fund's record and its child funds](fund-record.md)
