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
- In the Firms hub, you click + New Firm next to the search field to display the Firm form. This link is only available if you have the access rights that are required to add records.
- In the Contacts hub, you click the Create Firm Record option when qualifying a contact on the Qualify Contact dialog box. This opens the Firms form so that you can create 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.
- You click the + New Firm link at the bottom of the list for any firm lookup.
When you add a new firm using the Firms 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, if you have edit access rights to the firm.
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, legacy, personal, or shared search.
For information about creating and using searches, see the Search Vantagepoint help topics. 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 records in the search results and display a different record to display on the form. The numbers indicate 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 has the access rights required for adding 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 in pursuit project award ratios for all firms in a hierarchy.
Your system administrator must enable firm hierarchies in . |
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, unless the user ID is not mapped to a user name, in which case only the user ID displays. |
Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. 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. To add, remove, or change the order of the columns in the grid, click
to the right of the grid and use the Select Columns 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. |
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After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system. |
- Related Topics:
- Display the Firms Form
You display this form in the Firms hub. - Firms Actions Bar
Use options on the Actions bar 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 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. - Firms Activities Tab
Use the Activities tab in the Firms area to create and maintain lists of activities and touchpoints for firms. - Firms Associations Tab
Use the Associations tab in the Firms hub to create and maintain lists of the 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 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 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.