NOTE: This functionality is not available in all Sphere accounts. To add this functionality contact your account manager for further information and pricing.

  1. Select Contacts, Database Management, Attribute Setup
  2. Click Fund Types.
  3. Click New.
  4. In the Type Name field, enter a name for the fund type
  5. For Description, enter a brief description.
    Note: The Owner field shows the name of the person logged into the account.
  6. Select the Active check box if you want the Fund Type to be displayed in all drop lists where you can select a fund type (for example, in the Type field list in a New Fund page).
  7. Click Save.

The new fund type is now listed in the Fund Types page.