From the Transfer Balance Dashboard when adding an Adjustment to track the members TSB. I cannot enter the EXTERNAL Fund name.
The External Fund field is connected to the Contacts List. Follow the steps below to add the External Fund to the Contacts List.
|From the main toolbar, Navigate to Settings and select Contacts
|Select Add new contact
|Select Add Other Entity
Once the External Fund has been added to the contacts List you will be able to search and select from the Add Adjustments screen.