Setting up the Firm record

The Firm record contains the firm's communication and address information.

To open this record:

Go to Office > Firm Settings, click Firm Basics under the General heading to display the General - Firm Basics view,
Click Firm Details to the right of the Company Name field to display the "Firm record" in a Person Edit dialog.
1. The firm name shown in the Company field may be edited only here. The Company name is set by default to the Licensed Firm Name (provided during installation).
2. Enter address and communication information (such as the Address, Phone Number, Fax Number, E-mail address, and Web address) for the firm's main office and, if appropriate, for the firm's branch offices as well.
As you add users, you can link their address and communications to the appropriate ones in the Firm record. This saves you the work of entering the same information many times. And, if any of this information changes, you can simply edit it once, in the Firm record, and the change will propagate to all linked records.