Contents x
    Fund Associations Tab (Funds)
    • 09 Oct 2023
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Contents

    Fund Associations Tab (Funds)

    • Updated on 09 Oct 2023
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Article summary


    Fund Associations Tab (Funds)

    The Fund Associations tab provides a list of Profile records that are associated with the current Fund record. A person can be associated with a Fund, and the association may be categorized with a user-definable Fund Rep code.

    Note: The fields on this tab are not all visible at one time. Use the horizontal scroll bar on the bottom of the tab (or resize the FIMS window) to see all of the available fields.

    Note: If you select a Profile from the list and then click the View Profile button, the Profile Management module will open in a separate window where you can view and edit Profile information (for any tab for the selected Profile). This allows you to work in the Profile Management module without closing the Fund Management module. If the Fund is associated with more than one Profile, you can click the Next or Previous buttons on the toolbar to switch between them while viewing the Profile information.

    You can create Fund Associations from either the Profile Management module or the Fund Management module. Once you create a Fund Association in one module, it automatically appears in the other. Refer to Creating Fund Associations in the Profile Management module for more information.

    Note: You can also create mass Fund Associations based on existing Fund Associations. Refer to Copying Fund Representatives for more information.

    Fund Associations Tab

     

    Fund Associations Tab Fields

    Field

    Description

    ID Code

    		Required

    The Profile ID code for the Profile associated with the Fund. If you are not sure of the ID code, click the arrow in this field to select the desired Profile record from a Data Grid.

    Note: Once you save the record, this field becomes read-only.

    Name

    Read-only field that displays the Report Name of the Profile associated with the Fund.

    Rep Type

    User-defined code that indicates how the Profile is related to the Fund.

    You can use these codes to create Donor Statements for different categories of Fund representatives, and the Fund representative’s name and address can be included in Grant award letters.

    Refer to File Maintenance – Funds for more information on setting up these codes.

    Description

    A read-only text description of the Rep. Type code.

    DonorCentral

    Indicates whether the Profile has access to DonorCentral for the selected Fund (yes or no).

    Note: This field is only available if you have DonorCentral. Contact FIMS Support for more information about DonorCentral.

    Suggest Grants

    Indicates whether the Profile can suggest Grants to the Fund (yes or no).

    Note: This field is only available if you have DonorCentral. Contact FIMS Support for more information about DonorCentral.

     

    Was this article helpful?
    What's Next