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Purpose
The Departments Offices tab stores a simple list of a firm's deparment namesoffices. These names are used when assiging a department to a User in MetaField.office records are used elsewhere in the application. Examples include...
- Defining the office a user is associated with (Users)
- Storing a project's owning office (Project Specifications)
- Displaying an office location on a client report under the company logo
- Filtering the Dashboard to just projects belonging to a specific office (requires an owning office be defined in Project Specifications)
Offices
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Field | Description |
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External ID |
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Name |
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Address 1 |
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Address 2 |
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City |
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State / Province |
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Postal Code |
Click images to expand.
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Phone |
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Fax |
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Region |
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Report Logo |
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Include Name on Reports |
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Info |
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The Global office location is not editable. It is used in certain areas to define a value that is applicable to all office locations at a firm. Certain functionality exists that limits selections of values based on the office location / office that owns and manages the project. |