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Class
Quality designation or ranking of a law firm. Classes are set up in Lists > Firms.
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Rating
Firm’s credit rating. Contacts at a firm can have different credit ratings than their firms. (See Entering contact marketing information.) Rating types are set up in Lists > Firms.
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Source
How the client heard of you. Sources are set up in Lists > Firms.
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Client Since
Date the firm became your client
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Do not attempt marketing
Click to select Yes if client does not want to receive marketing or promotional matter from your company.
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Client Of
If this client belongs to a specific resource, click
to find and select that resource. See Looking up resources. -
Sales Rep
If this client belongs to a specific sales representative/account executive, click
to find and select that resource. See Looking up resources. -
Billing Rate Group
Select a set of rate tables to use for this client in the drop-down. Firms must be connected to a Billing Rate Group. Billing Rate Groups are created in Lists > Accounting.
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Misc. Code
When Firm Type and Class are not enough to classify firms, use this field to categorize them further by entering your own codes.
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Marketing Notes
Any information about the client that would be helpful to your marketing team.