How to View a Fund's Details

This topic shows you how to view the information for a fund.

To view the details for a fund, you must have organization administrator privileges assigned to your login credentials.

If you manage several organizations, select the desired organization from the Organization list.
Click to display the Fund Management page.
Click to the left of the fund that you want to edit.

Detailed information for the fund is displayed. The name of the fund is displayed in the bar at the top of the window. For example:

The information is read-only. See Fund Details for descriptions of the fields. If you need to edit the details, see How to Edit a Fund's Details.

If you want to view details for other funds, click (Page Back button) or (Page Forward button) to locate the next fund that you want to view.

As shown in the previous illustration, these buttons are located along the left and right edges of the window.