Field | Description |
Firm ID
|
When you add a
firm, If automatic numbering is enabled in Configuration and you leave this field blank,
DPS automatically assigns the
firm ID in this field when you save. If
DPS is configured to allow you to override the automatic numbering for
firms, then you can enter an ID rather than having one assigned.
If automatic numbering is not enabled, enter an ID for the
firm.
If you edit a
firm that is set up as a
client in
DPS and automatic numbering override is allowed, you can change the ID. If you are editing a
firm that is only set up as a
vendor, this field displays the ID but you cannot change it.
|
Available To
|
Use these options to determine the roles that can access the
firm records.
|
Name
|
Enter the name of the
firm.
When you move the focus from this field,
DPS compares the name to existing
firm names and aliases. If it detects possible matches, it displays a list of those
firms so you can determine if you are adding a duplicate record. If you are still not sure, you can click the
firm name in the list to display the full company record on a separate browser tab.
|
Market
|
Select the primary general market in which the
firm participates, such as Commercial, Health Care, or Federal Government.
|
Description
|
Enter a description of the
firm. Click
to display toolbars that provide editing and formatting options.
This field is not available if the
firm is set up as a
vendor.
|
Type
|
Select the check box for each type of role that applies to the
firm:
Client,
Vendor,
Government Agency,
Competitor).
If a
client
firm is associated with an
opportunity or other records as a
client, you cannot clear the
Client check box.
|
Aliases
|
If you commonly refer to a
firm by an abbreviated version of the legal name or an acronym for the name, or if there are alternate spellings of the name, enter those in this field. For example, Brownstone Technology Systems may also be known as Brownstone Tech or BTS. When you search for the
firm in a search field,
DPS automatically includes both
firm names and
firm aliases in the search.
After you enter each alias, press
Enter so that each alias is on a separate line.
|
Employees
|
Enter the number of
employees in the
firm.
|
Annual Revenue
|
Enter the
firm's annual revenue amount.
|
Status
|
Click
and select the
firm's status:
Active,
Inactive, or
Dormant.
|
Relationship
|
Click
and select the
firm's relationship with your
firm. For example, for a
client
firm, the field might contain
Existing or
Former.
This field is not available if the
firm is set up as a
vendor.
|
Specialty
|
Select the type of service or product in which the
firm specializes. Type one or more characters from the specialty to select from a list of specialties that contain those characters. Click
to select from the full list of specialties.
|
Specialty Notes
|
If the
firm has multiple specialties or if you want to include additional details about the
firm's specialty, enter that information in this field. Click
to display toolbars that provide editing and formatting options.
|
Socioeconomic Status
|
If the
firm is eligible for any of the business development programs for small and minority-owned businesses, select all check boxes that apply.
|
Prior Work
|
Click
and select
Yes in this field if the
firm has been involved in prior work that your
firm has done.
|
Website
|
Enter the URL for the
firm's Web site. The URL then displays as a link to the Web site on the left side of the
Firms area. If you do not enter the protocol (http:// or
https://) as part of the URL,DPS automatically adds
http:// to the URL.
|
Primary Address
|
Enter the street address or other address information for the
firm's primary location. Click
+ Add Address Line below the field if you need an additional address field.
|
City
|
Enter the city for the
firm's primary location.
|
State/Province
|
Select the state or province for the
firm's primary location. Type one or more characters from the state or province to select from a list of states or provinces that contain those characters. Click
to select from the full list of states or provinces.
If the drop-down list is empty, make sure the correct country is selected in
Country. If it is, then no states or provinces have been defined for the country.
|
ZIP
|
Enter the ZIP code or other postal code for the
firm's primary location.
|
Country
|
Select the country for the
firm's primary location. Type one or more characters from the country to select from a list of countries that contain those characters. Click
to select from the full list of countries.
|
Phone
|
Enter the phone number for the
firm's primary location.
|
Display Name
|
By default, the address is identified as
<city>, <state/province>. If you want to use a different name for the address (for example,
Corp. Headquarters), enter that name in this field.
|