Fund Roles are a related object to Funds. You can list as many contacts as necessary for Fund Roles

1. Once you click New Fund Role from the Fund you started from, it will populate in the Fund field
2. Search for the appropriate Contact record by searching in the Contact field
3. In the Status field, select Current from the drop-down menu
4. In the Role field, Select the appropriate Role from the drop-down menu
5. Enter the Start Date for the role
6. Click Save

There are lookups on the opportunity that correspond to the Fund Roles of the linked Primary Fund. If that Primary Fund does not have any Fund Roles then it will look to its Parent Fund. These will be set based on an opportunity's primary fund but can be manually overridden if necessary. These fields are also populated on the related payment records but will always stay in sync with what is on the opportunity so you will only need to modify them in one place if needed.

These fields are populated by the following logic:

• Primary Fund Owner Name is populated with the current Project Specialist Fund Role
• Project Director is populated with the current Project Director Fund Role
• Finance Lead is populated with the current Finance Lead Fund Role
• Secondary Contact is populated with the current Secondary Contact Fund Role (Secondary Contact is usually identified by the Project Director)

1. If the Status on a fund role is blank, the system will assume it's current. The only way to stop a fund role from populating on future opportunities is to mark the status as former.
2. If more than one "current" fund role is found for the same role, the system will chose the first one found at random.
3. Changing the Primary Fund will not update the fund roles on the opportunity. The only way to do this is manually updating on the opportunity record or by mass upload by IS.
4. If a fund role is marked as former, it will not update all of the related opportunities. This will need to be changed manually or via mass upload by IS.

The contacts that are populated on the Opportunity and Payment lookups will receive notifications when payments are made. In order for this to happen, the contact needs to have the following information:

1. An email address in one of their email address fields
2. A Preferred Email selected for the email address that should receive these notifications
3. No Stewardship Notifications checkbox should be unchecked

Once a project staff member, steering committee member, project specialist, or finance lead changes, their fund role status should be updated to Former. Navigate to the contact's fund role and select the appropriate option from the Status drop-down field. Hit save.