Edit a Firm

If your security access rights permit, you can change firm information.

To edit a firm:

1. In the Navigation pane, go to the Hubs section and select Firms.
2. Use the search field above the firm name to search for and select the firm that you want to edit.
3. Complete either of the following to edit a field on the Firms form:
   • Hover over a field, and click beside the field to open the field in edit mode.
   • On the Actions bar, click Edit.

     This opens all fields on the Firms form in edit mode.

4. Use the remaining tabs to add or edit firm information.

   Tab	Purpose
   Overview	Review and edit key data, such as the firm description and other addresses.
   Vendors	Review accounts payable information related to the firm.
   Activities	Review activities that have occurred or that are scheduled for the firm. You can also add new activities.
   Associations	Create and maintain lists of the opportunities and projects in which you have worked with this firm.
   Contacts	View and update list of contacts that are associated with a firm.
   Our Team	Create and maintain a list of employees that are associated with a firm and describe the employee relationship to that firm.

   Your system administrator may add custom tabs to supplement these.