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Funds

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6 comments
  • For some reason I am not seeing a pencil icon or an "X" beside each fund...I accidently added a fund that was already listed and would like to delete it. If I read the above article correctly, I should have an option to edit or delete beside each listed fund. Am I doing something wrong?

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  • @ldzuercher You are correct, you should be able to edit a Fund that you've created by clicking on the little pencil icon to the right of the Fund name. You have to hover over the fund name in order for the pencil icon to appear. If you still are not seeing that option, reach out to us via email at support@breezechms.com so we can serve you more thoroughly! 

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  • Is there a video clip explaining funds?  

    Thanks Paula

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  • @secretary

    Hi Paula! I believe that our Breeze University may be a great tool in helping you understand more about funds and how they interact in all of the Contributions module. 

    https://www.breezechms.com/university 

    Look for the section titled "Contributions." Hope this helps!

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  • Will this same folder technique work under Pledges, or only for Funds?

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  • Hi @peg!

    Great question! Currently within Pledges, there is not a way to organize them into folders. All funds though, whether they are pledge funds, non-taxed or taxed can be set up inside of Folders.

    Hope this is helpful!

    Cheers,

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