Setting Designations

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hutch5838
Posts: 4
Joined: Mon May 22, 2017 10:48 am

Setting Designations

Post by hutch5838 »

I have added a designation in Maintain List of Designations and assigned a Contributions Fund Type. On Maintain List of Contribution Funds I have enabled "designations" for a particular fund. When posting contributions to that specific Contribution Fund, the "Designation" box is enabled but shows only <none> on the drop-down list. The process seems straightforward--what am I missing?

Zorak
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Re: Setting Designations

Post by Zorak »

Make sure the designation is set to Active or has an Active Between Dates set. Another thing to check is that the Contribution Fund where you enabled designations has the right Fund Type assigned - the one that you set on the designation.

hutch5838
Posts: 4
Joined: Mon May 22, 2017 10:48 am

Re: Setting Designations

Post by hutch5838 »

Thanks! Wrong Fund Type set

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