General Tab (Firm Detail) Marketing>Firms

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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.