Contact Address Change (Multiple Companies)

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Details


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.

 

Navigation


 

From the Main Toolbar, go to Multiple.

Select 

 

Instructions


Select Contact Address Change

CAS 360 will display the Contact Address Change screen.

Field
Explanation
Contact Select the Officer/Member
New Address

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.

Click  to add a new Address.

Resolution Date The date of the address change
Options:  
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

Click 

Forms Prepared


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
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