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    How do I use the text fields in the Fund Module?
    • 24 May 2023
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    How do I use the text fields in the Fund Module?

    • Updated on 24 May 2023
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    Article summary

    Text fields in the Fund module can have various uses.

    Answer:
    Fund module text fields suggested uses:  
    • Comments   
      • This is the only field in the fund module that will be included on the Gift Acknowledgement Export and the Gift History Export.   The text here would be available to you as a mergefield option.  
      • This field would frequently be modified annually to include text on the focus of this year's granting.
    • Special Handling 
      • Special Handling codes allow you to provide extra information about a Profile or Fund that applies to them when adding a particular transaction in FIMS.
      • This means if you want to be notified of anything special or out of the ordinary regarding a Profile or Fund when entering Gifts, Pledges, Grants, Scholarships, or even Accounts Payable vouchers, you can set up a Special Handling code and you will get a message popping up to inform you of what needs to be done.  
      • Think of your staff during data entry.   If a particular action needs to transpire because this fund is being used that action could be stated in a Special handling code and would thus popup as soon as the fund was identified in the fundid field of the transaction.  
      • Examples of Special Handling:
        • You want to remember that a special acknowledgement letter needs to be sent to a particular Profile whenever they make a Gift.
        • You need to send notification to all the Fund-reps associated with a particular Fund when a Grant is awarded from that Fund. Yearbook:   where most enter in the specific language that they would use in their Annual Report when listing this particular fund.  
        • Your intended published description on the use of this fund. Typically a short sentence like This fund was established in 1989 for the purpose of XXXX by XXXX
        • Annual granting activities typically support the organization
    • Notes 
      • Miscellaneous
    • Operational Notes:  
      • mostly intended for your internal operational use to indicate any specifics for administrative handling of the fund.  
    • Gift language
      • Most use this field to enter the purpose of the fund language straight from the gift.  
      • Field is included on the Fund Statement Export.    
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