Company Contacts
Company Contacts allow users to select contacts who are related to the company but may not necessarily be a company director/officer or shareholder. These Company Contacts are then automatically selected as recipients when users process documents and document reminders in CAS 360.
How to set up Company Contacts
| From the Main Toolbar, go to Company. | |
| Select the Company from the list. | |
| Select General Details |
Company Contacts
Click + to select company contacts.
The following company contacts can be added:
| Contact | Usage |
|---|---|
| Signing Contact |
This is used to store the contact information for your company's main signing contact. Note: Signing Contact is used as a fallback signatory when no officer has been assigned a relevant meeting status |
| Company Contact | This is used to store the contact information for your company's point of contact. |
| Billing Contact | This will be used as the default recipient for all billing-related information such as sending Debt Reminders and ASIC invoices. |
| Partner | Select the Partner. |
| Manager | Select the Manager. |
You are able to update these contacts in the Document Production screen and when sending Alerts.