Setup firm administration
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This article applies to:

  • Product: DT Practice

Entering firm contact information

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, go to the Contact Info tab.
  3. Enter the contact information in the fields provided.
  4. Select the
    Enter
     button to save the information.
note
  • 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.
  • Select the Down arrow button to change the label on a phone number or address (for example, from
    Home
     to
    Mobile
    ).
  • Select 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. Select the Down arrow button to switch between email address records.