CIPAceTM HelpBrowse Fund Groups |
Top Previous Next |
Navigate Here: Funding > Fund Groups > Browse Groups
You can browse all fund groups and find a specific fund group on the Browse Fund Groups page.
A brief summary of each fund group displays in the table. The summary includes Fund Group ID, Fund Group Name, and Sort Order. You may sort the records by clicking a linked column header. If there are too many records to display in one page, you can use the navigation control to view another page, or you may increase the number of records per page.
You can quickly find the fund groups you want by using the search function. Enter search conditions in the search fields and click the Search button. The fund groups will be filtered and the table will show the records that match the search conditions. Click the Reset button to clear the latest input. You can add a new fund group by clicking the Add icon
You can edit a fund group by clicking the Group ID/Group Name link or clicking the Edit icon
You can delete a fund group by clicking the Delete icon
You can import the fund group data from an Excel file by clicking the Import Data icon
Click the Export Data icon
Note: To export entity data, you need to add an entity data template first. You can add an entity data template on the Add Excel Data Template page. |
______________________________________________________ |
Copyright © 2002- CIPPlannerTM Corp. |