We are excited to announce the latest CAS 360 update!
What's New?
New ‘Current Shareholders’ view: Users can now toggle between the existing ‘Shareholder Transactions’ view and the new ‘View Current Shareholders Only’ view on the Shareholders Screen. Holdings with the value 0 will be hidden.
The Shareholder Pie Chart has also been updated, displaying the number of shares held by different shareholders and a comparison of the different share types issued by the company. Learn more
Current Shareholders API Support: API support was added for the new Current Shareholder Balance feature. Learn more
Listing Reports: These reports will now include a ‘total companies’ counter at the bottom of each report.
Relationship Tab – Global Contacts Screen: If a contact is a representative of a company, it will now appear in the Relationship tab in Global Contacts. Learn more
People Group Report – ‘Representative of’ relationship: If a contact is a representative of a company, this information will now be displayed on the People Group Report. Learn more
Trust Documents Reminders: Users can now send email reminders to one of the contacts from the Contacts Screen to review sent Trusts documents. Plus, users can also send an automated document reminder. Learn more
Plus, many more new features and improvements. Remember to check out the full release notes on the CAS 360 Online Help and join the conversation in the CAS 360 Community. Links to previous update release notes are below:
Stay tuned for future releases!
Shami DeSilva
CAS 360 Product Manager
E: [email protected] | P: 0800 444 408
Connect with me on LinkedIn
