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Table of Contents

Purpose

The Offices tab stores a list of a firm's offices.  These office locations are used elsewhere in the system to define the office something pertains to (i.e. office that a User works in, office that an Activity Log instruction pertains to, etc.).

Offices

FieldDescription
Code
  • Short code for the office
  • 10 characters allowed
Name
  • Long name of the office
  • Required
Address 1
  • Office address 1
  • Required
Address 2
  • Office address 2
City
  • Office city
  • Required
State
  • Office state
  • Required
ZIP
  • Office ZIP
  • Required
Phone
  • Office phone
  • Required
Fax
  • Office fax

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