Fund Associations Tab (Profiles)
- 24 Jun 2024
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Fund Associations Tab (Profiles)
- Updated on 24 Jun 2024
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Fund Associations Tab (Profiles)
The Fund Associations tab provides a list of Funds that are associated with the current Profile record.
If you select a Fund from the list and then click the View Fund button, the Fund Management module will open in a separate window where you can view and edit Fund information (for any tab for the selected Fund). This allows you to work in the Fund Management module without closing the Profile Management module. If the Profile is associated with more than one Fund, you can switch between them while viewing the Fund information.
You can resize the columns in this data grid by clicking the divider on the right-hand side of any column heading and dragging until the column is the desired size.
You can create Fund Associations from either the Profile Management module or the Fund Management module. Refer to Creating Fund Associations in the Fund Management module for more information.
Fund Associations Tab
Fund Associations Tab Fields
Field | Description |
|---|---|
Fund ID | The ID code that identifies the Fund associated with the Profile. |
Name | The full name of the Fund associated with the Profile. |
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 representative, and the Fund representative’s name and address can be included in Grant award letters. Tip: Refer to File Maintenance – Funds for more information on setting up these codes. |
Description | A text description of the Rep. Type code. |
Suggest Grants | Indicates whether the Profile can suggest Grants to the Fund (yes or no). Note: This field is only available if you subscribe to DonorCentral. Contact FIMS Support for more information about DonorCentral. |
DonorCentral | Indicates whether the Profile has access to DonorCentral for the selected Fund (yes or no). Note: This field is only available if you subscribe to DonorCentral. Contact FIMS Support for more information about DonorCentral. |
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