- Select Contacts, Database Management, Attribute Setup
- Click Fund Types.
- Click New.
- In the Type Name field, enter a name for the fund type
- For Description, enter a brief description.
Note: The Owner field shows the name of the person logged into the account.
- 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).
- Click Save.
The new fund type is now listed in the Fund Types page.