ADDING FUND CONNECTIONS

 

ADD CONNECTIONS FROM WITHIN A FUND RECORD

 

1. Click on Fund Connections tab

 

 

2. Click on New Connection

 

 

3. Search for Donor or Contact to connect

 

 

4. Select existing record from search

 

 

5. Search for the name of the connection role in As this role field and select. You will see standard options for Connection Roles here to choose from, but please note your organization may have custom Connection Roles set up as well. 

 

 

 

Fund connections that have added functionality include: 

•   Donor Portal Access (GOfund) - see more information here Adding Connections for GOfund Users
•   Fund Statement Recipient - determines number of fund statements that will be printed from Business Central when the One Per Statement Recipient toggle is on.

 

6. Enter Start Date of this individual connection

 

 

7. Click on Save & Close

 

 

8. Connection is now tied to the fund