Fund Details Page: Contributions Tab
The Contributions tab provides all contribution information for the related fund. You can perform various functions here, such as filter view by investor or contact, download a template, and upload contributions.
NOTE: All property types have been migrated and converted into fund types.
Contributions Tab Buttons Overview
How to Upload Contribution Data
Contribution Tab Buttons Overview
- Upload button allows you to launch the Data Wizard
- Download button provides two options:
- Download Template - can be used as a template to populate data to upload prior to launching the Data Wizard.
- Download Report - as a CSV. *The downloaded template displays the same table layout and number of columns visible in the app.
NOTE: Configurable fields can be added, please reach out to the CS team for assistance. The system supports the upload and download of both standard and configurable fields.