Global Addresses

  • Updated

Overview

The Global Addresses screen will list all addresses created in CAS 360 and addresses migrated from CAS Desktop.

Navigation

From the Main Toolbar, go to Contacts

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Select Global Addresses

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Add an Address

Select "Add Address +" to add in a new address to CAS 360

Tip:

When adding addresses, the Care Of field allows users to add a person's (or entity's) name who represents the direct correspondence to a particular place

Delete an Address

To delete an address from Global Addresses:

Click mceclip3.png  beside the address and select Delete

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Edit an Address

To edit an address name from Global Addresses

Click mceclip6.png  beside the address and select Edit

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Change the address details and click mceclip9.png

This process will not prepare any address change forms. This is for the purpose of changing the address in the CAS 360 database.

Filter Global Addresses

Use the Search box to locate an Address

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Find Matches

The Find Matches tool consolidates duplicate addresses.

See How to consolidate duplicate addresses?

Address Usage Information

Hovering over In use by x Records, CAS 360 will display the companies, entities, and contacts that this address is attached to.

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