CDM+ Essentials
Breadcrumbs

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
    image2023-10-18_10-12-11.png

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

    image2023-10-18_10-41-51.png


  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

    image2023-10-18_10-43-51.png


  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. 

    image2023-10-18_10-55-24.png