Users are able to add multiple relationships to a Trust. This can be done from within the Trust. Users will first need to navigate to the Relationships tab. 
Multiple users can be added by clicking on the Add Relationship + button at the top left hand side of the Relationships screen. Multiple users will be listed sequentially within this screen once they are added.
Relationship Details
Hover your cursor over the information icon 
. Users will be able to instantly see the Relationship's details, including the:
-
Address
-
Date of Birth/Date of Incorporation
-
Place of Birth/Place of Incorporation
-
Email
-
Mobile Number
- Company Number
- NZBN
To edit any of these details, select
Trustee Companies
over your cursor over the information icon for a trustee company (where the Company is managed in CAS 360 from your Company screen), you will be able to instantly see the company details, including the:
- Address
- Date of Incorporation
- Company Number
- Business Number
- Directors
Register of Trust Relationships
Check out the Register of Trust Relationships which can also be prepared from the Relationships tab.
In the Relationships tab, select 