Please note: Previous versions of Cayuse GFE use the word 'Account' instead of 'Fund'. The following steps can be used in GFE by replacing instances of 'Fund' with 'Account'.
Once you have entered Fund Manager, click the FundDetail tab from the dashboard.
From there, click the dark blue Funds button, and then click Funds in the drop-down menu to view a snapshot of each Fund that has been pinned.
Pinning a Fund to the Dashboard
In order to pin the Fund on the screen above, the Dashboard button must be toggled to Yes in the Codes Module and have financial data added to the system.
- From your dashboard, click on Codes in the top right-hand corner.
- Beneath Shared Codes, click Funds.
- Beneath Dashboard, toggle the switch to
. 
The fund will now display on the fund summary screen once financial data has been added.
Please Note: The fund must have transactions in order to be visible.