Use the Additional Info tab to enter and maintain data for each office location.
This information is used in 254/255/330 Proposals.
Contents
Header Information
| Field | Description |
|---|
| Date Established
|
Click
Calendar and select the date when this office was established.
|
| Ownership Type
|
Indicate the type of company; For example, Corporate, Publicly Held, or Privately Held, and so on.
|
| Total Personnel
|
Enter the total number of personnel for this location only.
|
| Linked Employees
|
This field displays the number of active employees in the Employee Info Center whose
organization is listed on the Associated
Organizations tab of the current Firm Setup - Proposals record.
|
Minority Status
| Field | Description |
|---|
| Small Business
|
Select this option if your firm is eligible for
Small Business status.
|
| Small Disadvantaged
|
Select this option if your firm is eligible for
Small Disadvantaged status.
|
| Woman Owned
|
Select this option if your firm is eligible for
Woman Owned status.
|
| Interested in Foreign Work
|
Select this option if your firm is interested in foreign work.
|
| Parent Firm
|
Use this field to link the current firm record to parent firm information.
You can use the
Search field or click
Search to open the Firm lookup.
Ajera CRM creates a link between the record you select here and the corresponding firm record. You can then click the name in this field to open the firm record.
|
Former Parent Firms Grid
| Field | Description |
|---|
| Former Parent Firms drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to insert a new blank row on the grid so that you can add an another parent firm.
|
 Delete
|
Highlight a grid row and click this option to delete a row from the grid. Removing a firm from the Former Parent Firms grid does not delete the firm from the database.
|
| Name
|
This field displays the name of the former parent firm.
|
| Date Est.
|
This field displays the date the firm was established. Click
Calendar to select a different date.
|
| Date Name Changed
|
This field displays the date the name of the former parent firm was changed. Click
Calendar to select a different the date.
|
| DUNS Number
|
Enter your firm's number based on the Data Universal Numbering System (DUNS).
|
