Use the General tab to enter basic information about an office location of your
organization.
Contents
| Field | Description |
|---|
| Name
|
Enter the name of the firm at this location.
|
| Office Location
|
Enter the firm's office location. This information displays on the Firm lookup. Depending on your business practices, you might enter the city name or an internal code used for designating each branch office.
|
| Parent
|
Select this option if the firm is a parent company.
|
| Address 1
|
Enter the first line of the firm's address at this location.
|
| Address 2
|
Enter the second line of the firm's address at this location.
|
| City
|
Enter the city for the firm's address at this location.
|
| State
|
Enter the state for the firm's address at this location.
|
| ZIP
|
Enter the ZIP code for the firm's address at this location.
|
| Country
|
Enter the country in the firm's address at this location.
|
| Phone
|
Enter the telephone number of the firm at this location. Your system administrator defines the format for your phone number entry. To select a different format, click
Ellipses to open the Phone Format dialog box.
|
| Fax
|
Enter the facsimile transmission telephone number of the firm at this location. Your system administrator defines the format for your phone number entry. To select a different format, click
Ellipses to open the Phone Format dialog box.
|
