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
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. |
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