User

Teagan Crozier

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Total activity 22
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Activity overview

Latest activity by Teagan Crozier

  • Teagan Crozier created a post,

    CAS 360 Product Update – 30 May 2024

    We’re excited to share the latest CAS 360 update! Click here to check out the full CAS 360 release notes. What's New? New Filter: A ‘not in use’ filter has been added to Global Contacts and Glob...

    • Teagan Crozier
    • 1 follower
    • 0 comments
    • 0 votes
  • Teagan Crozier created a post,

    CAS 360 Product Update – 2 May 2024

    We’re excited to share the latest CAS 360 update! Click here to check out the full CAS 360 release notes. What's New? AML/CFT and CDD RequirementsA “Standard” level of CDD required has been adde...

    • Teagan Crozier
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Teagan Crozier created a post,

    CAS 360 Product Update – 29 February 2024

    We're excited to share the latest CAS 360 update! Click here to check out the full CAS 360 release notes. What's New? Risk Assessment Documents can now be uploaded to the Risk Assessm...

    • Teagan Crozier
    • 1 follower
    • 0 comments
    • 0 votes
  • Teagan Crozier created a post,

    CAS 360 Product Update – 1 February 2024

    We’re excited to share the first update for 2024! Click here to check out the full CAS 360 release notes. What's New? Comparison Report: When corporate shareholders from companies dow...

    • Teagan Crozier
    • 1 follower
    • 0 comments
    • 0 votes
  • Teagan Crozier created a post,

    CAS 360 Product Update – 2 November 2023

    We are excited to announce the latest CAS 360 update! Click here to check out the full CAS 360 release notes. What's New? Document Templates: A new long-date format merge field (e.g. 7th d...

    • Teagan Crozier
    • 1 follower
    • 0 comments
    • 0 votes
  • Teagan Crozier created a post,

    CAS 360 Product Update – 21 September 2023

    We are excited to announce the latest CAS 360 update! Click here to check out the full CAS 360 release notes. What's New? Freeform Documents: A Letter template has been added to Freeform...

    • Teagan Crozier
    • 1 follower
    • 0 comments
    • 0 votes
  • Teagan Crozier created a post,

    CAS 360 Product Update – 7 September 2023

    We are excited to announce the latest CAS 360 update! Click here to check out the full CAS 360 release notes. What's New? Company AGM Alerts: 3 new alerts/reminders have been added to be...

    • Teagan Crozier
    • 1 follower
    • 0 comments
    • 0 votes
  • Teagan Crozier created a post,

    CAS 360 Product Update – 24 August 2023

    We are excited to announce the latest CAS 360 update! Click here to check out the full CAS 360 release notes. What's New? Company AGM Alerts: New alerts have been added to better trac...

    • Teagan Crozier
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Teagan Crozier created a post,

    CAS 360 Product Update – 10 August 2023

    We are excited to announce the latest CAS 360 update! Click here to check out the full CAS 360 release notes. What's new? Freeform Documents: Clients can now create their own Freeform M...

    • Teagan Crozier
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Teagan Crozier created a post,

    CAS 360 Product Update – 28 July 2023

    We are excited to announce the latest CAS 360 update! Click here to check out the full CAS 360 release notes. What's new? Software Support: Users can now choose to provide the BGL Suppo...

    • Teagan Crozier
    • 1 follower
    • 0 comments
    • 0 votes