Funds are where we store information about how donations are to be used in DonorDock.
To view/edit a fund:
- Click on Funds under Fundraising in the top menu.
- From the fund list, search for the fund you wish to view or edit.
- Click on the fund's name to navigate to the fund's detail page.
- To edit the fund, click the Edit Fund button under the Actions menu.
- Make any changes to the fund and save the record.
- Administrators also have the option to delete or archive a fund from the Actions menu.
To create a fund:
- Click on Funds under Fundraising in the top menu.
- In the upper right hand corner, click the Add Fund button.
- Enter the required fields, and any optional fields.
- Click Save.
Watch this video to see how to manage funds within DonorDock.