Firm Searches
When you search for a firm record, the firms that display depend on the application in which you are searching and the type of role that is performing the search.
For example, when you are working in Reporting on Role Security and search for a firm, all firms are available in the search, regardless of Firm Type. If you are searching in Invoice Review, though, the only firm results would include firms with a Firm Type of Client.
These constraints on firm types when searching ensure that you have access to the appropriate data for each application.
Firm Records | Application |
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All firm records (all firm types are included) |
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Firm Type is Vendor |
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Firm Type is Client |
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Firm Type is Competitor |
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Firm Type is Government Agency |