The Multiple Changes feature in CAS 360 allows users to update address details for a contact (who may hold a director or shareholder position for multiple companies) from a single screen.
|From the Main Toolbar, go to Multiple.|
Select Contact Address Change
CAS 360 will display the Contact Address Change screen.
|Contact||Select the Officer/Member|
In the New Address field, begin typing the new Address. CAS 360 will begin searching the Global Address screen for the Address. If the Address has not been previously added to the Global addresses screen, will appear.
Clickto add a new Address.
|Resolution Date||The date of the address change|
|Apply change where Companies Address for Service is the same?||Select only if you want to prepare an address change for other Companies which have the same Address for Service|
|Apply change to other contacts with the same address?||Select only if you want to prepare an address change for other Contacts which have the same address|
CAS 360 will display the Document Production screen and automatically select the documents required:
- Directors Meeting Minute or Resolution
- Register of Officers
- Company Change Summary