Firms Summary Pane

The firm's key information displays in the Summary Pane as you move from one tab to another.

Contents

Summary Pane

The following fields display on the Firm Summary Pane. As you add a new firm record, you can also add information in these fields. Or, you can update these fields as needed when editing a firm record.

Field	Description
Firm Type	This field displays the type of firm, such as Client, Vendor, Competitor, or Government Agency. You can select as many firm types as needed. To change the type, hover over the field and click . When you select Vendor as the Firm Type and you own Accounting, the Vendors tab of the Firms hub displays. If you enter a new firm record, the Type field may automatically populate with a selection. This occurs based on your role as follows: Accounting: No option selected. You are prompted to select a Firm Type if you leave this field blank. CRM: Firm Type defaults to Client.
Number	This field displays the firm's identification number. To change the number, hover over the field, click , and enter the number on the Edit ID dialog box. You establish the length and format of your firm numbers when you install Deltek. If you need to change either of these after installing Deltek, you must use the Firm Number Key Format utility. If you configure Deltek to use the automatic numbering feature, you may not be able to enter a number in this field when creating a new firm record. Instead, [AUTONUMBER] displays in this field.
Market	This field displays the general market in which the firm participates, such as Health Care or Commercial. To change the market, hover over the field and click .
Owner	Select the employee that is responsible for the relationship with the firm. Each firm can only have one owner. The name of the owner automatically displays on the Team tab with Owner as the default value in the Relationship field. If you remove the owner from this grid, or if you change the relationship from owner to a different value, the owner is automatically removed from the Owner field on the Firms Overview tab.
Website	This field displays the firm's Web site URL. To change the URL, hover over the field, click , and enter the URL on the Edit Website dialog box.
Last Activity	These fields display the date of the last activity with which this firm is associated and any notes entered for that activity. The last activity is the activity with the most recent date for the period up to and including the current date. Activities dated in the future are not considered. Click the date to display a tooltip containing additional information about the activity.
Most Recent Opportunity	This field displays the most recent opportunity with which this firm is associated and the firm's role for that opportunity. The most recent opportunity is the opportunity with the most recent open date for the period up to and including the current date. Click the opportunity name to display a tooltip containing opportunity information: opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click More in the tooltip to display the full opportunity record on a separate browser tab.
Status	This field displays the firm's status and a color indicator: Firms that you have a relationship with or are currently pursuing are Active. Firms that you are no longer working with are Inactive or Dormant. To change the status, hover over the field and click and select a status. If the Firm Type is Vendor, the vendor status determines the validity of certain functions in Deltek. The options are: Active: Select this option if you can perform any valid function for the vendor. Inactive: Select this option for Deltek to display a warning during transaction entry, transaction posting, payment processing, and any other function that requires a vendor number. When you receive this warning, you must choose to proceed with the function before Deltek allows you to complete it. Batch payment processing is not allowed for inactive vendors. Dormant: Select this option to retain a vendor number but mark it as not currently in use. If you enter a dormant vendor number during data entry, Settings displays a warning and prohibits you from entering any data for the vendor. You can also pay an outstanding voucher through accounts payable payment processing, but you cannot enter a new voucher. Select this status to retain a vendor in your database for historical purposes, such as printing 1099 forms at the end of the year.
Recommend	If the firm is recommended for future work, displays. If it has not been recommended, displays. To change from one setting to the other, click the field.