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Firm administration

Set up offices

You can set up individual records for each of your firm’s offices, and use these records for filtering and reporting purposes.
To set up offices, follow these steps.
  1. Select
    Setup
    , then
    Offices
    .
  2. Select
    Add
     at the end of the
    Offices
     screen.
  3. Enter a short
    ID
     identifier and a
    Description
     on the
    Main
     tab.
    note
    Mark the
    This is the home Office
     checkbox if this is your firm's home office. Only 1 office can be designated as the home office. The home office shares Contact Info with the
    Firm setup
     screen.
  4. Select the
    Contact Info
     tab, then enter the primary contact's name, title, company, salutation, and filing name.
    note
    File as
     is required.
  5. Enter address and phone information.
    note
    • To change the labels for the address or phone numbers, select the down arrow next to the number or address.
    • Type directly in the
      City
      ,
      County
      ,
      Country
      , and
      Zip
       or select from the dropdown list. These are custom
      fieldviews
      . To add a new item, enter the item and press CTRL+S while the cursor is in the field. You can also right-click the field and select
      Add
      ,
      Edit
      , or
      Delete
       from the context menu.
  6. Select
    More
     next to the following:
    1. Categories
       field to add this contact to a category. In the Categories window, select the categories in the side pane and
      Select
       to move them to the others pane. Select
      OK
       when finished.
    2. Additional contacts
       field to add more contacts for this office. The
      Additional Contacts
       window opens. The process is similar to adding the primary contact.
    3. Associations
       field to associate other contacts with this office.
  7. Select the
    Custom Fields
     tab and enter information if your firm uses custom fields for office information.
  8. Select
    Enter
     at the end of the
    Offices
     screen to save your changes.

This article applies to:

  • Product: Practice CS
  • Subject: Setup