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

Videos: See related videos below

You can add a firm record in the following ways:

• 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. Active: Display a list of active firms. Active Clients: Display a list of active firms designated as clients. Active Vendors: Displays a list of active firms designated as vendors. My Active: Display a list of firms that have a status of active and for which you are a member of the team or the owner. All: Display a list of all firms (both active and inactive). Clients with Outstanding AR: Display a list of client firms for which an outstanding accounts receivable balance exists. My Searches: Display a list of firms that are not shared with others. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Display a list of firms shared with other team members or roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Searches: Display a list of firms based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this link to create a new search for firms. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Firms hub grids and fields (including, standard and user-defined grid fields), based upon your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed. 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 Settings > General > Firm Hierarchy.
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.
	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.

Videos

Title	Description
Hub Navigation Tips and Tricks	Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.
Use Hubs for CRM	Learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record.