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Set up your own fund fields - Product News

Add your own fields to every fund, choose which appear as columns on the fund list, and put them in order, from Settings on the fund list.

Published

ForAdministrators

What's new

  • Fund settings. Plan > Funds has a Settings button beside Sources of funds for anyone who can add funds. It lists your organisation's own fund fields in order, each with its label, type, options, Required and Display in list. See Fund settings and custom fields.
  • Add, change and reorder fields. Select Add field, choose a type (Text, Long text, Number, Currency, Date, Yes or no or Select), and use Move up and Move down to set the order. Select Save to keep the whole set. Every field appears on each fund's form and record in that order.
  • Columns on the fund list. Tick Display in list to add a field as a column on the fund list, after Tags. See The fund list.
  • Removing a field. You're warned first that removing a saved field deletes every fund's value for it, and nothing goes until you select Save.