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- From the Core menu, select "Funds" to display the grid.
- Click
- Enter desired information into the fund code window
- Code: Required field that must be manually entered. This field will allow for a maximum four numeric/alphanumeric characters.
- Description is the description entered to define the fund code.
- Click on
to add the fund code. Click on 
to cancel out without saving changes.
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The Funds grid displays existing fund codes. You can search for existing fund codes by clicking in the filter row in the grid columns and entering in the desired information. By default, the grid sorts numerically by Code. Click on 
to generate a quick extract (CSV or EXCEL format) based on what you filtered. Click on any row of the search results to see a highlight view of the record. Click the view icon 
to view a particular fund code.
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