Toolbar of Firm Setup - Proposals

Use the toolbar options to manage Firm Setup - Proposals records.

The options that display on the toolbar depend on the security access rights assigned to your role by your system administrator.

Field Description
Save Click this option to save entries to the current Firm Setup - Proposals record.
New Click this option to open a blank record to create a new Firm Setup - Proposals record.
Delete Firm Click this option to delete the current record from your database.
Print

Click this option and then select one of the following:

  • Click Print Current Firm to print the current firm record.
  • Click Print Active Group to print all firm records currently active.
  • Click Select Firm to Print to select the firm records you want to print.
Help Click this option to view help for Firm Setup - Proposals Configuration.