Managing Custom Fund Profile Field Labels

Balance gives users the ability to relabel/rename various Fund Profile fields to better suit your organization's needs.

  1. To manage custom labels, navigate to Administration on the left side panel. Select 'Manage Custom Labels'.

     
  2. Here you'll see all of the fields that can be relabeled on 4 separate tabs.  Make your updates then hit 'Save changes'.

 

Custom labels will reflect on reports, import templates, and several other locations within your database.

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