Display the Firm Hierarchy Dialog Box

Display this dialog box in the Firms hub.

  1. In the Navigation pane, go to the Hubs section and select Firms.
  2. Create a new firm record or search for and select an existing firm.
  3. Click next to the firm search field.
  4. On the Firm Hierarchy dialog box, click the Create a new Firm Hierarchy link.
Parent Topic: Firm Hierarchy Dialog Box