Setup firm administration

Setting up offices

You can set up individual records for each of your firm’s offices, and use these records for filtering and reporting purposes.
To set up offices, follow these steps.
  1. Choose Setup > Offices.
  2. Select the
    Add
     button at the bottom of the
    Offices
     screen.
  3. In the Main tab, enter a short identifier for the office in the
    ID
     field and a description of the office in the
    Description
     field.
    note
    If the office is your firm’s home office, mark the
    This is the home Office
     checkbox. Only one office can be designated as the home office. The information on the Contact Info tab for the home office is shared with the Contact Info tab of the Firm setup screen.
  4. Go to the Contact Info tab.
  5. Enter the name of the primary contact for the office, along with title, company, and salutation, plus the name under which to file the contact.
    note
    The
    File as
     field is a required field.
  6. Enter address and phone information as appropriate.
    note
    • You can change how the address and phone numbers are labeled by selecting the down arrow button next to the number or address.
    • 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.
  7. If you want to add this contact to any contact categories, select the More button next to the
    Categories
     field. In the
    Categories
     dialog, highlight the desired categories in the left pane and select
    Select
     to move them into the right pane. Select
    OK
     when finished.
  8. If you want to add more contacts for this office, select the More button next to the
    Additional contacts
     field. The
    Additional Contacts
     dialog opens.
    The process for adding additional contacts is similar to the steps you took above to add the primary office contact.
  9. If you would like to associate other contacts in the application with this office, select the More button next to the
    Associations
     field.
  10. If your firm has added custom fields for office information, go to the Custom Fields tab and enter the appropriate information.
  11. Select
    Enter
     at the bottom of the Offices setup screen to save your changes.

This article applies to:

  • Product: DT Practice