Funding Sources

These articles relate to the management of Funding Sources within your CRM database. They advise what changes you can make, and when you need to contact support for assistance.

Funding Sources Overview

The Funding Source Module is installed in all databases that report to the DSS Data Exchange (and all databases created...
Add a new Service

Each time DSS announces a new service becomes available for a funded program you can add the service to the...
Manage an expired Service

Each time DSS announces changes to funded programs you may need to add new services or set existing services to...
How do I rename a Funding Source?

If you wish to rename a funding source you must contact CDS support. The process requires updating all data recorded...
Manage an expired Funding Source

Funding sources are used to determine DSS reporting program and the range of services available under that program. You are required...
Set an expired Funding Source to inactive

If you no longer funded for a particular program or wish to stop recording data against a funding source...