Query
How do I add a firm/company with a director/individual as a lodging party?
Solution
1. Create the director
| From the Main Toolbar, go to Settings. | |
| Select Contacts from the list. |
Click Add Contact and select Person to add the Director.
2. Create the company and attach the director to the company
| From the Main Toolbar, go to Settings. | |
| Select Contacts from the list. |
Click Add Contact and select Company.
When creating the Company, from the Relationships drop-down list, select Director.
Search and select the contact created in Step 1:
Once complete, click Create Company (Contact).
3. Create the lodging party
| From the Main Toolbar, go to Settings. | |
| Select Lodging Party from the list. |
Select Add Lodging Party.
In the Select Lodging Party From Contacts field, locate and select the Company created at Step 2.
Simple Fund 360 will automatically display the Director attached to the Company. If there are multiple directors, you can select a director.
Click Save.