A person can be added as a contact in Simple Fund 360 in the contacts screen. Please take the following steps to add a person.
Navigate to the contacts screen
To locate the contacts screen, hover your cursor over Settings from the Main Toolbar, and select Contacts from the side menu.
| Hover your cursor over Settings from the Main Toolbar |  |
| Select Contacts from the side menu. |  |
Adding a Person
1. At the top left hand corner of the screen, select Add Contact
2. You will be asked what type of contact you would like to create. Select Person. 
3. You will be taken to the Create Person screen. You will be able to enter the following information for the added person.
| Category title | Field | Explanation |
| Name | Title First name(s) Surname Sex |
The persons title e.g. Mr, Mrs, Dr |
| Contact Info | Email Telephone Mobile |
The email address of the person The telephone number of the person The mobile number of the person |
| Identification |
ABN |
The Australian Business Number |
| Birth/Death | Date of Birth | The date the person was born. |
| Address | Address Line 1/2 Town/Suburb State Postcode Country |
Street address Town or suburb the address is located The state the address is located The postcode in which the address is located The country of the address |
At the bottom of this screen, you will see a button that says Show 9 hidden fields. 
The 9 hidden fields are as follows.
| Category title | Field | Explanation |
| Name | Other Names Preferred Names |
Other names the person might have |
| Identification | SMSF Auditor Number Professional Body Professional Body Number |
The SMSF auditor number The Professional Body the person belongs to The number associated with the Professional Body |
| Birth/Death | Place of Birth Date of Death State of Birth Country of Birth |
The location of birth The date the person passed The state the person was born in The country the person was born in |
4. Once you have entered all the relevant information, to save and create the person in Simple Fund 360, select the Create Person button at the bottom right hand corner of the screen. 
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