Toolbar of Firm Setup - Proposals

Use the toolbar options to manage Firm Setup - Proposals records.

The options that display on the toolbar depend on the security access rights assigned to your role by your system administrator.

Field Description
New Click this option to open a blank record to create a new Firm Setup - Proposals record.
Delete Firm Click this option to delete the current record from your database.
Print

Click this option and then select one of the following:

  • Print Current Firm: Prints the current firm record.
  • Print Active Group: Prints all firm records currently active.
  • Select Firm to Print: You select the firm records that you want to print.