Adding a Contact as a Player to Multiple Loans/Projects

Guide Steps

First find the loans/projects that you want to add this new contact as a player to, can check out this section on finding items in Fund Control:


Once you have your list of found projects/loans then click Actions > Add a Player to current set of Loans:


Select the Player role this contact is going to be for the found set of loans/projects:


Then type in the Company Name of the contact to be that role for the found set of loans/projects (if there are multiple contacts for that company they will show up in the field directly below for you to select):


Once done selecting the Player Type and Contact, click the Continue button. The script will run for a bit, it will run longer depending on the amount of loans/projects that are being modified: