Designate Your Firm's Main Office
Some firms designate an office as their main office (or head office). If your firm has a main office, complete the following to designate it in your firm's profile:
- ClickUsers > Firmin the left navigation.
- ClickEdit firm profile.
- UnderFIRM INFORMATION, select the main office from theMain Officedrop-down list.noteIf the office you want to select is not displayed in the Main Office drop-down list, you will need to create the office.
- ClickSave & closein the toolbar.
The main office does not apply to any specific client. Your firm profile information (including your firm's main office selection) may be viewed and accessed by multiple clients on Tracker. Consequently, the main office is not the primary office for any particular client. You should select a main office only if your firm has internally designated a main office.