- Log into CRM
- Click setup at the top right.
- Expand "Manage Users" under Administer (on the left column)
- Click on Profiles
- Click on Donor Services
- Click on Object Settings
- Scroll down and click on "FIMS Fund Notepad"
- Click on the Edit button
- Check the Read and View All boxes under the Object Permissions.
- Click the save button
- Do the same for FIMS Profile Notepads
Connect and collaborate with fellow Blackbaud users.