Customize Funds Page

Customize Funds Page

You can customize descriptions, totals to show, and more using the Configure fund details feature on the Funds page. In addition, you can select which columns to show under Grants paid.

Note: Some features are only available to donor/advisors and to administrators viewing as advisors. If you are an administrator, go to Home and select View as advisor. 

1. Select Funds on the menu bar, then select Configure fund details. The Fund details tile page displays.

View Fund Details on the Funds page

2. From here you can:

• Write or edit the Page description.
• Select which fund totals to include and exclude by selecting or clearing the boxes in the Totals section. For each included fund total, you can select the triple-dot icon (...) and then Edit to create a custom Label and Help text. The help text entered displays as hover text on the Info icon that appears next to each fund total for which you enter help text.

Note: Pending gifts do not apply to FIMS clients and should not be used.

• Use the Top option or drag and drop the totals into your preferred sort order. 

3. Select + Add another total to display another total for the fund. When you add a total, you’ll enter a name, enter optional help text, select whether the total is for Assets/Liabilities or Revenue/Expenses, and Select accounts to include in the total.

• If you no longer use a total, you can select the triple dot-icon (...) and Delete it.

4. Select Save to save your edits and return to the Funds page.

Select columns to show

• Select Funds on the menu bar, then under Fund details, select a hyperlinked dollar amount for one of the sums (for example, Grants pending or Pending gifts).
• In the Grants paid section, select the Columns button next to the Find in this list field. The "Choose columns to show in the list" screen appears.

• Select and unselect columns as needed.
• Select Apply changes.