Sometimes funds with similar purposes can cause the Funds view to get a little crowded. For easier reading, you may choose to merge funds together.
This action cannot be undone so it’s important to wait until the individual funds are no longer needed for offering entry or reporting.
To merge two funds together,
1. Click on the gear icon to open your Settings view.
2. On the navigation menu on the left, select “Funds” under the Offerings section.
3. Click to “Merge Funds” to start the merging process.
4. In the merging window, use the first drop-down menu to choose the fund you want to combine to another. All offerings from this fund will be moved over to the other fund.
5. Use the second drop-down menu to choose the fund that will be receiving the offerings from the other fund. This fund will retain its name in the transfer.
6. Click the “Merge Selected Funds” button.