Setup firm administration

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, click the Contact Info tab.
  3. Enter the contact information in the fields provided.
  4. Click 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.
  5. Click the Down arrow button to change the label on a phone number or address (for example, from
    Home
     to
    Mobile
    ).
  6. Click 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.
  7. You can enter up to three email addresses. Click the Down arrow button to switch between email address records.

This article applies to:

  • Product: Digita Practice Advanced