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Broken and Missing Firm Links ​

Name records that have a firm listed but no associated firm record in the Firms table are broken Firm links.

IMPORTANT

We strongly recommend making a backup before running this tool.

To fix the broken links:

  1. Select Tools > Data Cleanup > Broken and Missing Firm Links.
  2. Click OK on the Firm Link Clean window to continue.
  3. Select the appropriate option:
  • Report - reports names with a broken firm link.
  • Make Firm (Firm name only) - creates a firm record with name listed in the Firm field on the Name record.
  • Make Firm (use name address) - creates a firm record with the name listed in the Firm field and using the address listed in the Name record.
  • Replace ID w/ '888' - associate the name record with the ACEweb firm record.
  1. The system will run the option you selected.