Set up Donation Fund Categories

To set up the donation fund categories for your library system:

Note:
These permissions are required to view and change the donation fund categories: Access administration: Allow, Access tables: Allow, Modify donation fund category table: Allow

  1. In the Administration Explorer tree view, expand the organization’s folder for which you want to set the donation fund categories.
  2. Expand the Policy Tables folder.
  3. Select Fund Categories.

The Fund Categories table appears.

  1. Click btnInsert.gif to display the Insert: Donation Fund Categories dialog box.

Note:
To modify a fund category, select an entry and click chgentrybtn.gif. To delete a fund category, select an entry and click delentrybut.gif.

  1. Type the fund category you want to add.
  2. Click OK.

The new entry appears in the Fund Categories table, and it will appear in the Fund Category box on the Donor view of the Fund workform.

  1. Select File > Save.