Office setup overview

Use the

Offices

setup screen to enter information for each of your firm’s offices. The office records you create can be used to filter client and employee information by office when searching and reporting.

To open the

Offices

setup dialog, choose Setup > Offices.

Select an item in the Offices selection list or type the name in the

Search

field to go to that office’s record.

Use this tab to enter an ID and description for each office, and to indicate whether an office is the home office.

Use this tab to enter contact information for an office, including the name and title of the contact, plus address and phone information. You can also set up portals in DT Staff Portal, add contacts to various categories, and add an unlimited number of additional contacts.

The Custom Fields tab contains all of the custom fields you have created for the Offices setup form. Examples might include the date the office opened, the number of employees at the office, office capacity, or the nearest cross streets.

DT Practice allows you to create your own custom fields and field names for offices, staff, activities, clients, engagements, projects, tasks, and time & expense entry. Using custom fields enables you to track additional information in the application. You can create checkboxes, date fields, numeric fields, text fields (up to 4000 characters long), lists, and staff lists. To create custom fields, choose Setup > Custom Fields and then Offices, Staff, Activities, Clients, Engagements, Projects, Tasks, or Time & Expense Entry, depending on where you want the custom fields to appear within DT Practice.

The data entry fields for text, list, staff list and numeric type custom fields can hold up to 30 characters. Custom fields for dates have a drop-down calendar. Numeric custom fields have a drop-down calculator.