OneSolar CRM

Academy

Fund Sources

Fund Sources Overview

displays all available fund sources with the following details:

  • Id – Unique identifier for each source.
  • Source Name – The name of the fund source (e.g., CSR Fund, Beneficiary, OREDA).
  • Source Type – Indicates the type of source, such as Private, Government, or Beneficiary.
  • Description – Additional details about the fund source.
  • Created – The creation date of the record.
  • Action – Provides options to view more details about the fund source.

View Fund Source

To view detailed information about a fund source:

  • Navigate to the Action column.
  • Click on View.
  • The system will display complete details, including the type and description of the fund source.

Export Fund Sources

  • Click on the Export button at the top.
  • Choose the desired export format (Excel, CSV, or PDF).
  • The file will be generated with all records of fund sources.

, ensuring clear and accurate fund management across projects.

See it with your own projects

Book a demo and we will walk through your workflow.

Book a demo