Skip to main content

Global Contacts

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

From the Main Toolbar, go to Contacts

 mceclip0.png

Select Global Contacts

 mceclip1.png

Add a Contact

Select mceclip2.png to add in a new contact to CAS 360.

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

mceclip3.png mceclip4.png mceclip5.png mceclip6.png mceclip7.png mceclip8.png mceclip9.png
Individual Company Joint Member Other Entity Partnership Self Managed Super Fund Trust

Filter Global Contacts

Use the Search box to locate a contact

mceclip19.png

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  mceclip10.png beside the contact and select Delete

mceclip11.png

Edit Contact Details

To edit a contact from Global Contacts:

  1. Locate the contact you wish to edit and click on their name:

mceclip0.png

  1. If you wish to add information for the contact, select mceclip14.png
    From here, you are able to add information from an array of information types.

  2. To edit existing information, select the information item via its hyperlink or by selecting options:

mceclip1.png

Once updated, click mceclip17.png  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.

Related articles