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Contacts Screen

View a list of all your Contacts in Simple Fund 360. The Contacts Screen is a global database showing all contacts that have been added, synchronised or even migrated from Simple Fund Desktop. 

You can add the following contacts to Simple Fund 360:

  • Person
  • Company
  • Trust
  • Other Entity

To edit an existing contact, click on the contact and make the relevant change, select Save Changes.

To add a new contact simply select the Add Contact button and follow the on-screen instructions.

Navigation 

From the Main Toolbar, go to Settings.

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Select Contacts

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Screen Buttons

Screen Button

Explanation

Add contact

Select Add New Contact to add one of the four types of contacts to the contact list. 
Export All

Administrator users can export a Contacts list into a CSV file.

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Filter by Entity Name

When set to List View, select Entity Name to filter the contact list by ascending or descending alphabetical order.

Delete

Select the checkbox next to an entity name in the contact list. The Delete button will display.

Attached

Entities

 The Attached Entities column will provide you with the number of entities that a contact is linked to. Select the contact to view the Contact Usage Page.

 

Types of Contacts

Contact Type (Select a contact type to learn how to add them)

Explanation

Person

Create a Person to add to a fund or a company including a member, auditor or advisor.

Company

Create a Company to link to fund(s). Examples include a corporate trustee or a tax agent. Individuals can be attached to the Company as Representatives.

Trust

Create a Trust to add to fund(s). Individuals can be attached to the Trust as Representatives.

Other Entity

Any contacts that do not fall under the above three types can be added as an Other Entity. An example is a Partnership. Individuals can be attached as Representatives.

 

Can I change the Entity type after it has been created?

Once the Entity type has been saved during setup this cannot be changed. To alter the Entity type please create another contact. You will be able to remove the incorrect contact so long as it is not in use. Please check the Contact Usage tab to review relationship links. 

 

Additional Features

Feature

Explanation

Search:

Click Search at the top of the page to enable the search bar. Search your Global Contact's Database by name, phone, or address to find the relevant contact within seconds.

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Layout:

Adjust the Contact screen layout between a Contact Card or a Contact List.

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Synchronisation:

Review which Contacts have been Synced with other applications such as CAS 360 or XPM.

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Filters:

When you search in Simple Fund 360, the results are divided into four categories. You can further filter using the following options:

  • Person
  • Company 
  • Trust
  • Other Entity

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Reset:

Select the Reset button to refresh the Contacts database.

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Find Matches:

Shows a list of Contacts with identical names, providing easy access to edit or delete duplicate contacts.

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Contact Usage:

When a Contact has been selected, Navigate to the Contact Usage tab to review an onscreen usage report. Quickly identify what the selected Contact has been linked to within Simple Fund 360. 

You will not be able to delete a contact if it is in use within the software.

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Bulk Replace 

Use the Bulk Replace function to replace the existing accountant and/or auditor relationship attached for all or selected entities. 

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For more information, click here. 

 

 

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