How to search by fund name in DonorCentral
  • 28 Nov 2023
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How to search by fund name in DonorCentral

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Article summary

I would like to view a fund in DonorCentral but I do not know the name of the advisor, but I know the fund name. How can I search by fund name in DonorCentral and then view as advisor for that fund?


Answer:

1. Go to Control Panel\Site Administration\Users

2. Click the Filter button

3. Click the Fund filter on the left and then click Select fund on the right

4. Search for the fund in the list, check the check box next to the fund and then click select

5. Click Apply filters

6. You will then see the user(s)appear that is\are associated with that fund in the list

7. Click the ellipsis button next to the user's name and click View as Advisor



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