Product Documentation

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====== Funds (General Accounting Units) ======
This section is for working through buttons, related lists and Lightning Pages for the Fund object. 

===== Content =====
  * [[donor360:object_configuration:40fundsgau#Page Layouts|Page Layouts]]
  * [[donor360:object_configuration:40fundsgau#Lightning Page|Lightning Page]]
  
  
==== Page Layouts ====
    * Click **Setup**, **Object Manager**, **Funds**
    * Select Page Layouts, Select **Fund (FDNP)**
        * Add or remove related lists as needed, but include:
           * Gift Allocations
           * Other lists are optional
        * Click **Save**
    * Click **Page Layout Assignment** to ensure users see the correct layouts

Note: Be sure to include the Grant fields on the Fund layout. These fields will populate based on an Apex Job that will be scheduled. 
{{ :donor360:object_configuration:fundgrantrollupfields.png?600 |}}


==== Lightning Page ====
     * Select the Custom Lightning Fund Record Page (either the one labeled with FDNP or a custom version) for Fund record. 
        * Click **Edit**
          * It's optional to setup a customized Highlights Panel for the Fund object. If desired, follow the steps below. NOTE: these are similar steps already followed for Accounts and Contacts.
          *  Click **Fields** in left panel
            * Grab **Dynamic Highlights Panel** from panel and drag above the existing Highlights Panel
              * In right panel, Set **Primary Field** 
              * Populate the desired fields in the **Dynamic Highlights Panel** by dragging them from the left
              * Set number of **Visible Action Buttons**, Click **Add Action** to select buttons 
                * Add filters to Action buttons as needed
                * Click **Save**
                * Add Filter to Dynamic Highlight Panel if desired
                * Remove the standard Highlight Panel, **Save**


            * It's also optional to upgrade the Record Detail section of the Details tab. If desired, follow the steps below. NOTE: these are similar steps already followed for Accounts and Contacts.
              * Click **Tabs**
                * Click **Upgrade Now** in the right panel, **Next**
                * Select the Page Layout previously created for **Fund**, **Finish**
                * Leave the **Default Tab** as "Details"
                * Individual fields can be filtered as needed
                * Click **Save**
                  The Fund page should look something like this when finished.

Fund Record Page:
{{ :donor360:object_configuration:fundrecordpage.png?400 |}}