We are excited to announce the latest CAS 360 update!
What's New?
User Permissions: 3 new user role permissions are now available to provide more control over trust details:
- Add / Edit Trust Selection Permission
- Add / Edit Trust Data Permission
- Prepare Trust Documents Permission
Merge Fields: New merge fields for Company Contact have been added for document and email templates. These merge fields can also be used in freeform minutes, resolutions and document templates. 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
