Register of Trust Relationships - CAS 360 Dictionary Codes

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Register of Trust Relationships

Document generated for Trust Relationships. The Register can also be produced from the Reports screen

Description Code Where is this information in CAS 360?
Name of Trust «trustName» The Trust Name entered into the Trusts screen
The date the register was produced «documentDate» Document date. Date can be changed in the Reports screen
Name of the Contact

«rotr_contactName»

Name of the Contact added as the Relationship
Address of Contact

«rotr_contactAddress»

Address of the Contact added as the Relationship
Type of Relationship «rotr_relationship» Type of Relationship
The date the Contact became a relationship «rotr_appoint» Transaction date of the Contact added as the Relationship
The date the Contact ceased being a Relationship «rotr_cease» Cease date of the Contact added as the Relationship
Meeting Status

«rotr_meeting»

Meeting status of the Contact added as the Relationship
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