The following fields display on the
Firm Summary Pane. As you add a new
firm record, you can also add information in these fields. Or, you can update these fields as needed when editing a
firm record.
| Field | Description |
|---|
| Firm Type
|
This field displays the type of
firm, such as
Client,
Vendor, Competitor, or Government Agency. You can select as many
firm types as needed. To change the type, hover over the field and click
 .
When you select
Vendor as the
Firm Type and you own Accounting, the
Vendors tab of the
Firms hub displays.
If you enter a new
firm record, the
Type field may automatically populate with a selection. This occurs based on your role as follows:
- Accounting: No option selected. You are prompted to select a
Firm Type if you leave this field blank.
- CRM:
Firm Type defaults to
Client.
|
| Number
|
This field displays the
firm's identification number. To change the number, hover over the field, click
, and enter the number on the Edit ID dialog box. You establish the length and format of your firm numbers when you install
DPS. If you need to change either of these after installing
DPS, you must use the Firm Number Key Format utility.
If you configure
DPS to use the automatic numbering feature, you may not be able to enter a number in this field when creating a new
firm record. Instead,
[AUTONUMBER] displays in this field.
|
| Market
|
This field displays the general market in which the
firm participates, such as Health Care or Commercial. To change the market, hover over the field and click
.
|
| Owner
|
Select the employee that is responsible for the relationship with the
firm. Each
firm can only have one owner.
The name of the owner automatically displays on the Team tab with
Owner as the default value in the
Relationship field. If you remove the owner from this grid, or if you change the relationship from owner to a different value, the owner is automatically removed from the
Owner field on the
Firms Overview tab.
|
| Website
|
This field displays the
firm's Web site URL. To change the URL, hover over the field, click
, and enter the URL on the Edit Website dialog box.
|
| Last Activity
|
These fields display the date of the last activity with which this
firm is associated and any notes entered for that activity. The last activity is the activity with the most recent date for the period up to and including the current date. Activities dated in the future are not considered.
Click the date to display a tooltip containing additional information about the activity.
|
| Most Recent
Opportunity
|
This field displays the most recent
opportunity with which this
firm is associated and the
firm's role for that
opportunity. The most recent
opportunity is the
opportunity with the most recent open date for the period up to and including the current date.
Click the
opportunity name to display a tooltip containing
opportunity information:
opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click
More in the tooltip to display the full
opportunity record on a separate browser tab.
|
| Status
|
This field displays the
firm's status and a color indicator:
- Firms that you have a relationship with or are currently pursuing are
Active.
-
Firms that you are no longer working with are
Inactive or
Dormant.
To change the status, hover over the field and click
and select a status. If the
Firm Type is
Vendor, the
vendor status determines the validity of certain functions in
DPS.
The options are:
-
Active: Select this option if you can perform any valid function for the
vendor.
-
Inactive: Select this option for
DPS to display a warning during transaction entry, transaction posting, payment processing, and any other function that requires a
vendor number. When you receive this warning, you must choose to proceed with the function before
DPS allows you to complete it. Batch payment processing is not allowed for inactive
vendors.
-
Dormant: Select this option to retain a
vendor number but mark it as not currently in use. If you enter a dormant
vendor number during data entry, Settings displays a warning and prohibits you from entering any data for the
vendor. You can also pay an outstanding voucher through
accounts payable payment processing, but you cannot enter a new voucher. Select this status to retain a
vendor in your database for historical purposes, such as printing 1099 forms at the end of the year.
|
| Recommend
|
If the
firm is recommended for future work,
 displays. If it has not been recommended,
 displays. To change from one setting to the other, click the field.
|
