Overview
The Global Contacts screen in CAS 360 is a global database listing all contacts that have been added to CAS 360 and migrated from CAS Desktop.
You can add the following contacts to CAS 360:
- Individual
- Company
- Joint Member
- Other Entity
Navigation
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From the Main Toolbar, go to Contacts |
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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 |
Filter Global Contacts
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 Global Contacts:
Click beside the contact and select Delete
Edit Contact Details
To edit a contact from Global Contacts:
1. Locate the contact you wish to edit and click on their name:
2. If you wish to add information for the contact, select
From here, you are able to add information from an array of information types.
3. To edit existing information, select the information item via its hyperlink or by selecting options:
Once updated, click to accept the change
-------------------Relationships-------------------
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.