Adding Fund Dimensions
The main Product Owners along with the members having Admin Roles access granted.
Fund dimensions indicate the way to manage funds or donations based on pre-defined dimension criteria within a CRM. In Engage, admin users must first add fund dimensions in order to create donations via funds, pledges, single or regular donations.
Each fund dimension is inactive at first and cannot be used to allocate funds. If you want to use a fund dimension, ensure restricted options have been added and activated from the Options menu.
To add a new fund dimension, click the down arrow and choose Edit.
- Name the dimension.
- Add different options to assign funds for specific purposes in the Restricted to section.
- Tickmark the Enable Unrestricted Option and add a general option for funds that are not restricted to any of the options in the Restricted section.
- Click Save.
As soon as the fund dimension is saved, click the down arrow and select Activate, to activate it. You can also edit any previously added fund dimension, if required.
