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Firm administration

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.
  1. Select
    Setup
    , then
    Firm
    .
  2. Select the
    Contact Info
     tab.
  3. Enter the contact information.
  4. 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.
  5. Select
    Down
     to change the label on a phone number or address (for example, from
    Home
     to
    Mobile
    ).
  6. 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.
  7. Enter up to 3 email addresses.
  8. Select
    Down
     to switch between email address records.

This article applies to:

  • Product: Practice CS
  • Subject: Setup

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