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Firm administration

Office set up overview

Use the Offices setup screen to enter information for each of your firm’s offices. The office records you create can be used to filter client and employee information by office when searching and reporting.
note
The Offices screen is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by selecting
Help
Enable Default Terminology
 (or by pressing CTRL+Shift+H).
To open the Offices setup window, select
Setup
, then
Offices
.

Offices selection list

Select an item in the Offices selection list or enter the name in the
Search
 field to go to that office’s record.
note
  • To narrow down the list of offices, select a filter from the dropdown list in the
    Filter
     field or select
    More
    . Select
    filter criteria
     in the
    Office Filters
     window.
  • To move the Offices selection list to a different part of your screen, select
    View
    , then
    List Pane
     and then
    Left
    ,
    Right
    ,
    Top
    , or
    Bottom
    .

Main

Use this tab to enter an ID and description for each office, and to indicate whether an office is the home office.

Contact info

Use this tab to enter contact information for an office, including the name and title of the contact, plus address and phone information. You can also set up portals, add contacts to various categories, and add an unlimited number of additional contacts.

Custom fields

The
Custom Fields
 tab contains custom fields you have created for the Offices setup form. Examples might include the date the office opened, the number of employees at the office, office capacity, or the nearest cross-streets.
Practice CS lets you create your own custom fields and field names for offices, staff, activities, clients, engagements, projects, tasks, and time & expense entry. Using custom fields lets you track additional information in the application. You can create checkboxes, date fields, numeric fields, text fields (up to 4,000 characters long), lists, and staff lists. To create custom fields, select
Setup
Custom Fields
 and then make a choice depending on where you want the custom fields to appear within Practice CS.
The data entry fields for text, list, staff list, and numeric type custom fields can hold up to 30 characters. Custom fields for dates have a dropdown calendar. Numeric custom fields have a dropdown calculator.

This article applies to:

  • Product: Practice CS
  • Subject: Setup