Global Contacts

Overview

The Contacts screen in CAS 360 is a global database listing all contacts that have been added to CAS 360 or migrated from CAS Desktop.

You can add the following contacts to CAS 360:

• Individual
• Company
• Joint Member
• Other Entity

From the Main Toolbar, go to Contacts
Select Global Contacts

Add a Contact

Select

to add in a new Contact to CAS 360.

When a contact is created, the contact types are represented by the following icons:

Individual	Company	Joint Member	Other Entity	Partnership	Self Managed Super Fund	Trust

Search

Use the Search box to locate a contact

Find Matches

The Find Matches tool consolidates duplicate contacts.

See How do I consolidate duplicate contacts?

Delete a Contact

To delete a contact from the global contacts:

Click beside the contact.

From the options, select Delete

Deleting Unused Contacts in Bulk

If a contact is not connected to a company or trust, the contact will appear under the Not in Use filter.

At the top of the screen, select the Delete all not in use Contacts button.

In the confirmation pop-up, you have a toggle to keep any contacts that have BGLiD info. Then click delete not in use contacts.

Edit Contact Details

To edit contact details, in the Global Contacts screen, select the contact name.

To add extra information for the contact, select

You can add information from an array of information types, such as:

• Addresses 
• Tax / Business Numbers 
• Identification Numbers 
• Professional ID Numbers 
• Licenses
• Birth Details, Nationality, Gender
• Communication Details 
• Occupations 
• Other Names 

Example:

After selecting Identification Numbers, select the information type

Once the ID Type is selected, you can then enter the ID's information.

Click Save to add the information.