The funding stream has been removed from the customer creation screen.
It is now an account update which you can complete later.
This means that when you are creating a new customer, the field “Funding Stream” has been removed and you are invited to do this once you have created the customer.
How do I know my customer has been allocated a funding stream?
You can see straight away if your customer has been allocated a funding stream by visiting the customer overview page as per the examples below:
1/ Customer with an allocated funding stream:
2/ Customer without an allocated funding stream shows “No FS”:
You can click on “No FS” to add a funding stream to the customer. You can add multiple funding streams to a customer but check GCat guidance regarding funding streams as some funding streams might not be compatible with others.
