Firms Form

Use the Firms form and its tabs to enter, view, and edit information for each firm that your company or enterprise wants to track.

Contents

You can add a firm record in the following ways:
  • In the Firms hub when you click + New Firm next to the find field to display the Firm form. This link is only available if you have the access rights that are required to add records.
  • You click +New Firm in any lookup in the browser.
  • In the Contacts hub when you select the Create Firm Record option when qualifying a contact on the Qualify Contact dialog box. This opens the Add Firm dialog box and creates a new firm record from the qualified contact, which is only available if your firm uses CRM Plus and enables the Lead Qualification Process in Settings.
  • By clicking the + New Firm link at the bottom of the list for any firm lookup.

When you add a new firm using the Firm form, you are automatically added as a team member on the Team tab for that firm. However, you will need to go to the Team tab to describe your relationship to the firm. (If you run an import process that adds new firms, you are not automatically added as a team member for those firms.)

You can edit an existing firm record by opening an existing firm record and modifying the field information as needed.

Field Description
Search

Use the search field above the firm name to search for and select the firm that you want to review or edit.

To refine the results set, click the search filter drop-down arrow and select a standard or custom search:
  • Active: Display a list of active firms.
  • Active Clients: Displays a list of active firms designated as clients.
  • Active Vendors: Displays a list of active firms designated as vendors.
  • All: Display a list of all firms (both active and inactive).
  • Mine: Display a list of firms that have a status of active and on which you are a member of the team.
  • [saved custom search filter]: Select a previously saved custom filter to display the firms returned by that search.
  • Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use.
For information about creating and using searches, see the following topics in Basics:

If a firm is inactive or dormant, the search results list displays the record in gray to indicate the status. You can hover over the indicator to display the status.

x of x Use these arrow icons to scroll through the hub records and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results.
+ Add Firm Click this option to open the Firm form and add a new firm record.

This option is available if your security role is allowed to add records.

Name

The name of the firm displays above the tabs.

If the name is too long to display completely, hover over it to see a tooltip containing the full name. To edit the name, hover over it and click .

Firm Hierarchy When you have firms or agencies that should be associated in a hierarchical relationship, you can create a firm hierarchy to represent the parent-subsidiary relationship in graphical form. This information gives you a better understanding, for example, of project profitability or opportunity award ratios for all firms in a hierarchy.

Your system administrator must enable firm hierarchies in Settings > General Settings > Firm Hierarchy.

Last modified These fields, located below the firm name, display the date the firm information was last changed and the name of the person who made the changes.
Click the Switch to List View icon to switch to the list view of the hub form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Hub records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the List View Settings dialog box.

For information about selecting columns, see Select Columns for a Grid.

For more information about working in list view, see Use List View.

After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a hub for the first time; thereafter, the view that was active when you closed the application will display when you open. In detailed view, all fields in the hub are displayed on tabs on the hub form. The detail view is the format that is described in help topics in the Help system.

Related Topics:

  • Display the Firms Form
    You display this form in the Firms hub from the browser application.
  • Firms Actions Menu
    Use options on the Actions menu in the Firms hub to edit firm information or add touchpoints for the firm.
  • Firms Summary Pane
    The firm's key information displays in the Summary Pane as you move from one tab to another.
  • Firms Overview Tab
    The Overview tab provides a snapshot of the selected firm: addresses, description, specialty, whether the firm participated in prior work.
  • Firms Associations Tab
    Use the Associations tab in the Firms hub to create and maintain lists of the opportunities, projects, and other firms that are associated with a firm.
  • Firms Contacts Tab
    Use the Contacts tab in the Firms area to view and update contact information for a firm.
  • Firms Files and Links Tab
    Use the Files and Links tab to upload, view, and store files that are related to the current firm record. You can also add URLs, email addresses, and links to files and graphics.
  • Firms Our Team Tab
    Use the Our Team tab in the Firms area to create and maintain a list of your employees who are associated with a firm and to describe their relationships to that firm.
  • Firms Activities Tab
    Use the Activities tab in the Firms area to create and maintain lists of activities and touchpoints for firms.
  • Firms Vendor Tab
    The Vendor tab displays when the Accounting application is enabled and the defined Firm Type on the Summary Pane is Vendor or when you are editing a firm record. Use the Vendor tab to enter the vendor's purchasing, banking, accounting, and payment information.
Parent Topic: Fields and Options