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.
- SelectSetup, thenOffices.
- SelectAddat the end of theOfficesscreen.
- Enter a shortIDidentifier and aDescriptionon theMaintab.noteMark theThis is the home Officecheckbox 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 theFirm setupscreen.
- Select theContact Infotab, then enter the primary contact's name, title, company, salutation, and filing name.noteFile asis required.
- 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 theCity,County,Country, andZipor select from the dropdown list. These are customfieldviews. 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 selectAdd,Edit, orDeletefrom the context menu.
- SelectMorenext to the following:
- Categoriesfield to add this contact to a category. In the Categories window, select the categories in the side pane andSelectto move them to the others pane. SelectOKwhen finished.
- Additional contactsfield to add more contacts for this office. TheAdditional Contactswindow opens. The process is similar to adding the primary contact.
- Associationsfield to associate other contacts with this office.
- Select theCustom Fieldstab and enter information if your firm uses custom fields for office information.
- SelectEnterat the end of theOfficesscreen to save your changes.
