How to Edit a Fund Record

On the Home page, you can open the DM Funds page by selecting Funds in the navigation bar or by clicking the Go to Funds link at the bottom of the Funds card.

Open the DM Funds page.
The page opens in card view. To switch to grid view, click this button in the upper right: .
Find the fund record you want to edit. To quickly find the desired fund, use the Search or Filter function.

To find out what content a search accepts, hover your mouse over this input hint: .

A list of funds matching your search criteria is displayed.

Click name link to open the fund's record, as shown (in card view) below:

As necessary, change the information in the record's fields.
Click to save.

The system updates the fund record with your changes.