Enter firm contact information

The Contact Info
tab of the

Firm setup

screen is where you enter your firm's address and contact information. This information represents your firm's home office and is shared with the Contact Info
tab for the home office on the

Offices setup

screen.

Select Setup
, then Firm
.

Select the Contact Info
tab.

Enter the contact information.

Select Enter
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 dropdown list. If you need to add a new item to the list, enter 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 select Add, Edit,
or Delete
from the context menu.

Select Down
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.

Enter up to 3 email addresses.

Select Down
to switch between email address records.

This article applies to:

Product: Practice CS
Subject: Setup

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

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Legal

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Tax, audit & accounting

Corporate tax

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Enter firm contact information

This article applies to: