Add legends to fund snapshots

To provide more details related to fields in your fund snapshots, add legends.

To add a legend to your fund data fields:

  1. Select Site, Settings, Fund Fields.  

  2. Select the Field Legend tab.

  3. On the Fund Fields page, under Legend Text, enter the field definition next to the corresponding label.

  4. Select Contact Visible? to display the definition to the donor contacts in the legend.

  5. Select Update Field Legends to save your changes.

Note: If the Contact Visible? option isn't available on a fund field, the field is not yet visible to donor contacts. For more on making fields visible to contacts, see Set up stewardship fields.