General Tab (Firm Detail) Marketing>Firms

Top Previous Next

Overview

The General Tab contains many of the fundamental fields involved in firm setup.

Field Descriptions

Below are field descriptions for the General Tab.

** Indicates a required field

Name

•	Active - Check this box to make this an active firm.

•	Prospect - When checked, designates this is a prospect, rather than a billable client.

•	** Code - Unique Code of the Firm.

•	** Name - Name of the Firm.

•	Website - Website of the Firm.

•	Main Email - Main Email to be associated with the Firm. The Marketing Email functionality uses this email if configured correctly. More on Marketing Emails

Firm Type / Specialty

•	** Type - Type of Firm. A User Defined Field. The Firm Type list is managed under Administration>List Management>Client Types.

•	** Specialty - Specialty of Firm. A User Defined Field. The Specialty list is managed under Administration>List Management>Client Specialties.

General Note

•	The General Note is used for internal notes that are specific to the Firm.

Internal Contacts

•	Internal Contacts are internal contacts that are associated with the Firm.

•	Main Contact - Contact that is classified as the Main Internal Contact.

•	Comments - Internal notes that are specific to Main Contact.

•	Sales Contact - Contact that is classified as the Sales Contact.

•	Comments - Internal notes that are specific to Sales Contact.

•	Marketing Contact - Contact that is classified as the Marketing Contact.

•	Comments - Internal notes that are specific to Marketing Contact.

•	Other Contact - Contact that is classified as an Other Contact.

•	Comments - Internal notes that are specific an Other Contact.