Offices
Availability
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Overview
Use the Offices module to associate clients, contacts, and other records with a physical location such as an office or region. Associating a record with an office is not required, but is recommended for reporting and mail merges.
Actions
Follow the instructions below to perform tasks such as creating, editing, and exporting Office records.
To… |
Then… |
Create a Office record |
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Display a list of offices |
Click Firm > Offices > View Offices. |
Display the details for an Office record |
Click the office name in the Offices List View. |
Edit office information |
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Suppress one or more office records |
You can also suppress a single Office record by clicking Suppress on the Offices Detail View. |
Update information related to multiple offices |
For more information, see Editing and suppressing multiple records. |
Duplicate office information |
Click Duplicate in the Office Detail View. Duplication is a convenient way of creating a similar office. You can change and save the information in the duplicate record to create a new record. |
Find and merge duplicate records |
Follow the instructions in Merging duplicate records. |
Export records |
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Field Descriptions
Fields that have an asterisk (*) are required; you must enter data in the field to save the Contact record.
Office Name |
Enter the full name of the office or legal name of the business. |
Short Name* |
Enter an abbreviation or simple name to represent the office such as "Main Office". This is a mandatory field. |
Office Phone |
Enter the primary phone number for this office. |
Alternate Phone |
Enter an alternate phone number for this office such as an 800-number. |
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Enter the general email address associated with this office such as info@your_office_domain.com. To add an additional email address, click the Add icon. You can add multiple email addresses. If the contact has more than one email address, click the arrow next to the primary email address. |
Fax |
Enter the general fax number for this office. |
Website |
Enter the website associated with the office. |
Description |
Enter additional details about the office. |
Teams* |
By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter. To assign additional teams to the Offices record click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records. This is a mandatory field; you must assign a Team. |
Physical Address section |
Enter the address where the office is physically located. If the office represents a region rather than a specific address, enter city, state, and/or country details. |
Mailing Address section |
Enter the address where the office receives mail. |
Billing Address section |
Enter the address where the office receives bills if it differs from the mailing address. |
Shipping Address section |
Enter the address where the offices receives packages if different from the mailing address. |
Sub-panels/Related Information
Sub-panels include:
Clients | Contacts | Groups | Office Gifts |
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