Copy Fund Representatives

Copy Fund Representatives

This utility adds a new Fund association to a selected group of Funds, based on their existing Fund Rep association. For example, you could add a Receives Statement association to all Profiles that were associated to Funds as the Donor Advisor.

1. In the Fund Management module, select File Maintenance > Copy Fund Representatives. The Copy Fund Representatives window opens.

Copy Fund Representatives Window

2. (Optional) In the For Funds From / Through fields, enter the Fund ID for the range of Funds that you want to add the association to. Note: The Fund ID codes must be in alphabetical order.

3. Select any other codes you want to use to identify the Funds that should receive the new association. If you want to update all Funds, leave the default values in these fields.

4. Enter the Rep Type to Copy for all of the qualifying Funds.

5. Enter the Association to Create for the Profiles that have the selected Rep Type for the selected Funds.

6. Click OK. A confirmation message appears to tell you how many Fund Associations were created.