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How to Organize your Funds on your Giving Link

The order in which the funds appear on your giving set, is the order that they are listed in your Funds list under Setup.

  1. To manage or rearrange the order in which your funds appear, from the Welcome to CDM+ window, click on Funds

  2. This will open up your Funds window.  If you want your Funds listed in alphabetical order, simply click on the Description header in the Description column. 

  3. If you want to put a fund in a specific order, simply click within the field for the name of the fund you want to move and use the red arrow buttons in the bottom left-hand corner to move the fund up and down your list.

  4. Then, Save all changes at the bottom of the page. 

  5. Then, you will see the funds arranged on your giving sets the way they were ordered in your Fund list. 

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