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Grid Actions for a Fund

In the Funds grid in Fund Administration you can do the following actions: Edit, Delete, View, or Copy.

To Edit – Double click on the fund row. The record editor appears where you can edit the fields in the fund record.

To Edit/Delete/View – Select the fund by clicking once on the fund row or by checking the checkbox to the left of the fund. Then click on the Actions button and select Edit/Delete/View Selected.

To Edit/Delete/View/Copy – Right click on the fund row to see the Actions for Selected Row menu. From here you can Edit, Delete or View the fund. You can also Copy the fund information to your Clipboard.

Funds can only be deleted if the fund has no transactions. You can, however, mark a fund inactive by unchecking the Active box in the fund record when editing the fund.