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.- SelectSetup, thenFirm.
- Select theContact Infotab.
- Enter the contact information.
- SelectEnterto save the information.note
- TheFile asfield is a required field.
- TheCity, County, Country,andZipfields are customfieldviewfields. In acustom fieldviewfield, 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 pressCTRL+Swhile the cursor is still in the field. You can also right-click the field and selectAdd, Edit,orDeletefrom the context menu.
- SelectDownto change the label on a phone number or address (for example, fromHometoMobile).
- Select theGet directions linkto 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.
- SelectDownto switch between email address records.
