*Firm Name
Required. Firm name is required, but can be updated at any time.
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a/k/a
If you commonly refer to the firm by another name, enter that alias. It will appear in parentheses after the firm name in search results.
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Address
Firm’s street address or post office box
City/State/Country/Zip
You do not need to enter the city, state or country. Enter the postal code (zip code) in Zip, then click
. RB will automatically populate the other address fields.-
Directions
Any information that would help someone find the firm’s location easier
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Main Phone
Local phone number you would use most often to call the firm
Alt. Phone
Additional phone number to use for the firm
Toll Free Phone
If the firm has an 800 or similar number
Fax
If the firm has a fax number
Active
Yes is selected by default. When the firm is no longer scheduling jobs with you and you do not need to contact them anymore, click to select No.
If you select No, a popup appears when you click Save asking if you would like to make all of the firm’s contacts inactive too. Click Yes and the firm’s contacts will switch to inactive mode at once.
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Firm No.
Assigned by RB and uneditable
Different Billing Address
If the firm wants invoices and statements sent to a different address, click to select Yes and enter the details below.
Address
Street address or post office box for the billing address.City/State/Country/Zip
Do not enter the city, state or country. Instead, enter the firm’s postal code (zip code) in Zip, then click
. RB will automatically populate the other address fields.-
Warning
Any important information that users should know about the firm when scheduling or invoicing jobs. This information appears in red under Firm Warning in ordering clients and parties in jobs, cases, and in Invoice panels in Turn In.
Firm Type
Category that best fits the firm. Firm Type is set in Lists > Firms.
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Web URL
Firm’s home page address