Fields and Options

To create and edit firms, you work with the fields and options on the tabs, forms, and dialog boxes in the Firms hub. If custom fields display on a tab, be sure to complete any that are marked as required.

Related Topics:

  • Firms Form
    Use the Firms form and its tabs to enter, view, and edit information for each firm that your company or enterprise wants to track.
  • Add Firm Dialog Box
    Use the Add Firm dialog box to add a new firm record.
  • Firm Hierarchy Dialog Box
    Use this dialog box to create a hierarchy of firm records. Firm Hierarchy allows you to display parent and subsidiary relationships between multiple firms and create a hierarchical relationship where you can create, view, and report firm data at both an individual and rolled-up level.
  • Firm Report
    The Firms report provides a list of firms and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs.
  • Activity Dialog Box
    Use the Activity dialog box to add or edit activities that are entered on the Activities tab for the currently selected hub record or for the calendar. New activities entered here are also added to your calendar and dashboard.
Parent Topic: Firms Hub