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:
- Joint Member
- Other Entity
|From the Main Toolbar, go to Contacts|
|Select Global Contacts|
Add a Contact
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|
Use the Search box to locate a contact
The Find Matches tool consolidates duplicate contacts.
Delete a Contact
To delete a contact from the global contacts:
Clickbeside the contact.
From the options, select Delete
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 are able to add in information from an array of information types
After selecting Information, select the information type
Once the information type is selected, you can then select a subcategory.
Click Save to add the information.
To edit existing information, click the information item
Clickto accept the change
The Relationship Tab will allow users to easily identify where a contact is being used across CAS360
This screen will show everything that the contact has been linked to. If the contact has an officeholding, shareholding or any other relationships with other companies.
If the contact is a representative of a company it will also display in the Relationship Tab.