Entering firm contact information

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Use the Contact Info tab of the Firm setup screen to enter address and contact information for your firm. Note that this information should be that of your firm’s home office, and the information you enter here is shared with the Contact Info tab for the designated home office on the Offices setup screen.

  1. From the Setup menu, choose Firm.
  2. In the Firm screen, click the Contact Info tab.
  3. Enter the contact information in the fields provided.
  4. Click the Enter button to save the information.
Notes
  • The File as field is a required field.
  • The City, County, Country, and Zip fields are custom fieldview fields.
    In a custom fieldview field, you can enter the information or select it from the drop-down list. If you need to add a new item to the list, type the item you want to add and press CTRL+S while the cursor is still in the field. You can also right-click the field and choose Add, Edit, or Delete from the context menu.
  • Click the Down arrow Down arrow button button to change the label on a phone number or address (for example, from Home to Mobile).
  • Click the Get directions link to view driving directions from to the firm’s location using MapQuest. The directions will open in your default web browser.
  • You can enter up to three email addresses. Click the Down arrow Down arrow button button to switch between email address records.

Related topics:

Setting up portals for staff and offices

Setting up contact categories

Setting up additional contacts

Setting up associations

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