You may have a fund that will be used at certain times of the year. For that reason, we have given you the ability to close and reopen funds. When reopening a fund, it will be removed from the Closed Funds tab and you will have the option to make it visible on Listings once again. We recommend caution when renaming a reopened fund to ensure your givers understand how their gifts are being used.
To reopen a fund:
- Click Funds.
- Click Funds summary.
- Click Closed funds.
- Click the name of the fund you would like to reopen.
- Click Reopen fund.
If you are using a Direct Integration, make sure to select a matching fund from your ChMS to ensure proper routing.
You can then click Configure listings to to manage the visibility, default status, and order of funds on one or multiple Listings.