Firm Preferences

Preferences that control firm records/firm behavior.

Enable/Disable Fields

If you don't intend to use a field(s), un-check the box to the left of the field name. Disabling fields you don't use allows you to increase data entry productivity (e.g. data entry personnel won't need to tab through the field(s) in which they don't enter data to get to the ones they do).

You can also label several of the Firm fields (i.e. Firm Rep, SIC, etc.)

Firm Module Behavior

Currently, there are no module behavior items for the Firm module.