BGL Simple Fund 360

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What does the integration do?

Is the integration available for all Acis products?

What data is sourced from the connected CAS 360 account?

Can we create new fund records in SF360 for new or previously ordered Acis products?

Does the integration include the ability to upload and download documents?

Will existing SF 360 contacts be used when creating a fund record in SF 360?

Why are some Acis orders unable to be uploaded to SF 360?

How do I connect to SF 360?

Do I have to reconnect to SF 360 each time?

How do I check my connection with SF 360?

What does the SYNC button do?

How long will syncing take and do I have to wait until it is finished?

I do not see the SF 360 login screen?

No data from the SF 360 integration is showing?

Why are there duplicate names to select from when adding an individual or company to an Acis order?

Warren Meiklejohn - Associate Director, Nexia Brisbane
Matthew Harris - Partner, MSI Taylor
Rob Sendall - Director Business Services, Hall Chadwick QLD
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