Meredith Meyers

    Cloning Funds

    Are there procedures for how properly to clone funds?  Are there best practises about how we should use this?  I couldn't find any documentation on the site.

    Thank you!

    - Meredith

    5 years ago


    Karen Guanzon

    Training Manager

    Hi Meredith,


    You can clone funds by going to an existing fund and click on the "Clone" button on top. Just make sure you review the information on the cloned result and make the necessary adjustments before saving. 


    Thank you,

    Karen Guanzon

    5 years ago