Display the Firm Hierarchy Dialog Box

Display this dialog box in the Firms hub.

  1. In the Navigation pane, select Hubs > Firms > Firms.
  2. On the Firms form, create a new firm record or search for and select an existing firm.
  3. Click under the firm search field.
  4. On the Firm Hierarchy dialog box, click the Create a new Firm Hierarchy link.