---
title: "Mass ‘Linked Funds’ Update"
slug: "mass-linked-funds-update"
updated: 2025-07-11T16:51:32Z
published: 2025-07-11T16:51:32Z
canonical: "docs.foundationhub.com/mass-linked-funds-update"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mass ‘Linked Funds’ Update

For contact profiles linked with multiple **Funds**, the ‘**Linked Funds**’ section also contains a mass linked funds update functionality.

For this, click on the “**Mass Update**” button ![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/z. mass update icon(1).png).

This pops up a **Mass Link Update** page. where you can see a table that shows you all the multiple funds that the profile is linked to. Use the left-most column of this table to select the funds that you want to update.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/y. CPF - mass link - 001.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-R9CGYIK4.png)

After selection, use the drop-down menu to select the functionality that you want to use. They are as follows:

#### a. ‘**Copy To**’:

This option allows you to link multiple funds associated with THIS Contact Profile to ANOTHER Contact Profile in a single go.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/y. CPF - mass link - 01(2).png)

After selection, click on the “**Copy Links To**” button to open a ‘**Copy Selected Links** **To**’ dialog box that allows you to search for an existing Contact Profile in FoundationHub to whom you want to link the **Funds** to.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/y. CPF - mass link - 03.png)

Clicking on the **Contact** field here opens ‘**Contact Lookup**‘ dialog box. The **Contact Search** field allows you to enter the Contact’s name, and the **Contact Filters** field lets you filter the type of Contact Profile that you want to search for.

After searching and selecting the desired **Contact Profile**, click on the “**OK**” button

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-YTLS5S6J.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/y. CPF - mass link - 5 - copyto(1).png)

After selecting the appropriate details in the **Salutation** and **Address** fields, click “**Save**” to successfully link the previously selected funds to the Contact Profile.

For **Electronic Statements** to be copied over, the recipient should have a valid email address

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/y. CPF - mass link - 6 - copyto(1).png)

By navigating to the recipient’s Contact Profile, you can see that the **Fund** has now been copied to the recipient’s profile.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/y. CPF - mass link - 04.png)

#### b. ‘**Unlink**’:

This option allows you to unlink multiple **Funds** associated with the profile in a single go.

After selection, click on the “**Unlink Links**” button to unlink the selected **Funds** from the profile.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/y. CPF - mass link - 8 - unlink(1).png)

This initiates an Unlink Request for the **Fund**, which need to be approved by an Approval Level User to successfully unlink the **Funds** from the Contact. The Approval Level User can simply navigate to the contact’s profile and the click on the **Fund’s** entry on the **Linked Funds** section to change its status to ‘**Accepted (Not Linked)’**.

Once, approved the **Funds** will no longer be linked to the Contact and will be listed as ‘**Accepted (Not Linked)**’ in the **Status** field.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/y. CPF - mass link - 9 - unlink.png)