After you have completed the setup functionalities listed above for your application form and linked all your appropriate funds to that application form you will need to enter a support ticket using your Zendesk account to have the team perform a final setup of your ad hoc reports, and Manage Fund Criteria to have the data from the prior application brought over. This does not include data that has been removed due to questions you have updated or added or any new funding sources that you have now attached.
Note: if you removed any questions that affected criteria and reports last year, then that criteria data will not be able to be set by CommunityForce. Therefore you will need to confirm any updates in eligibility once they have completed the transfer and you will need to add any criteria for any new questions you may have added, as well as, for any additional funding sources you have attached.
Once you hear back from the support team and you have completed your final setup regarding changes in fund eligibility, be sure to thoroughly test your application before going live.