Contacts and Addresses
-
AML/CDD Checks for Contacts / Identification Information for Contacts
What is Customer Due Diligence?Customer Due Diligence (CDD), is the process where relevant information abo...
-
Contact Labels
Labels in CAS 360Labels are used in CAS 360 to group Contacts together for quick selection and reporting p...
-
Contacts
The Contacts screen in CAS 360 is a global database listing all contacts and addresses that have been ad...
-
Global Addresses
OverviewThe Global Addresses screen will list all addresses created in CAS 360 and addresses migrated from...
-
Global Contacts
OverviewThe Global Contacts screen in CAS 360 is a global database listing all contacts that have been add...
-
How to add / edit / set a default email address
SolutionTo add, edit, or set a default email address to an existing contact in CAS 360, follow the steps b...
-
How to add Identification to a Contact?
OverviewPrior to making company changes for Singapore companies, CAS 360 will perform a series of checks t...
-
How to consolidate duplicate addresses
QueryI have duplicate addresses in my addresses screen. How do I merge these addresses together?SolutionFr...
-
How to consolidate duplicate contacts
QueryI have duplicate contacts in my contacts screen. How do I merge these contacts together?SolutionFrom ...
-
How to create a Joint Member
Details When a company allots shares, the company must lodge the record with ACRA with a return of allot...