General Tab of Firm Setup - Proposals

Use the General tab to enter basic information about an office location of your organization.

Contents

Field Description
Name Enter the name of the enterprise at this location.
Office Location Enter the enterprise's office location. This information displays on the Firm lookup. Depending on your business practices, you might enter the city name or an internal code used for designating each branch office.
Parent Select this option if the enterprise is a parent company.
Address 1 Enter the first line of the enterprise's address at this location.
Address 2 Enter the second line of the enterprise's address at this location.
City Enter the city for the enterprise's address at this location.
State/Province Enter the state for the enterprise's address at this location.
Zip/Postcode Enter the ZIP code for the enterprise's address at this location.
Country Enter the country in the enterprise's address at this location.
Phone Enter the telephone number of the enterprise at this location. Your system administrator defines the format for your phone number entry. To select a different format, click Ellipses to open the Phone Format dialog box.
Fax Enter the facsimile transmission telephone number of the enterprise at this location. Your system administrator defines the format for your phone number entry. To select a different format, click Ellipses to open the Phone Format dialog box.