How to...
After you add firm setup - proposal records, you can use reports to review their setup data.
- Related Topics:
- Add a New Firm Setup - Proposal Record
Use Firm Setup - Proposals to set up "Proposal Firms" and enter other proposal-related settings. - Delete a Firm Setup - Proposal Record
If you no longer need a Firm Setup - Proposal record, you can delete it. - Print Reports on Firm Setup - Proposal Records
You can print reports for Firm Setup - Proposals so that you can review your setup data. You can view, print, or download the reports.
Parent Topic: Firm Setup - Proposals