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Editing the name of a fund

Katie Harford
  • Updated
  1. In the Funds section of CashDesk > Fund status, click Edit name on a fund's drop down menu.
  2. Create a new name for the fund.
    Note: You can't use a fund name more than once. If you enter the name of a fund in the same location, you can merge the two funds.
  3. Enter your authentication details.
  4. Click Update.

    Note: The system setting DepositBagsForceUnique must be set to No.

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