Page tree

Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.


In the Fund Setup window, use the Navigation group arrow buttons on the ribbon to locate funds. You can search for a single record or scroll through each record until you find the one you want. For more information, see Locating Locate a Record.

To view all the families who use records associated with a specific fund or fund period, click Fund Filter in the navigation pane, click Fund Filter. A filter . Once you look up a fund, scroll through the records to view all the associated families. The filter you use remains enabled until you click Fund Filter again, then Clear Filter.