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Making Accounts Eligible for MDF Participation


When setting up an MDF program, you can only include participants from partner accounts where the Fund Eligible field has been selected. Prior to creating an MDF program, you must make sure that each partner you want to include in an MDF program is eligible for funds.

This task is a step in Process of Setting Up MDF Programs.

To make accounts eligible for MDF programs

  1. Navigate to the Accounts screen > Accounts List view.
  2. Select the account you would like to include in an MDF program.
  3. Locate the Fund Eligible field.
    1. If the value in the Fund Eligible field is Y, this account is already eligible for funds and can participate in an MDF program.
    2. If the value in the Fund Eligible field is N, click the field and select the check box to change the value to Y.
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