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How to Delete a Fund

If no donations have been made to a fund it has the option to be deleted. 

  1. From the Welcome to CDM+ window, click on Funds

  2. To delete a fund, click on the red X next to the name of the fund in the fund list. 

  3. If no donations have been made to this fund you'll see a pop-up asking you if you are sure you want to delete this fund. Click on Yes

  4. If donations have been made to this fund, when you click on the red X, you'll see a pop-up letting you know this fund cannot be deleted. Simply click on Ok. You can choose to Inactivate the fund instead. 

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