RB User Guide > Entities > Firms

Updating firms

When adding a firm to your RB database or at any time later, you can add to or edit the firm’s information.

1. Find the firm

   Access a firm to update in one of the following ways:

   • By searching

     Entities > Firms (see Searching firms).

   • As a party to a case/job

     Click the hyperlinked contact within the Parties pane in a case or job (see Adding parties). Then in the General pane of:
     • View Party panel, click the Firm field’s .
     • Edit Party panel, click the *Firm field’s > View Firm.

   • In a job

     in the Ordering Client pane of:
     • View Job window, click the Scheduling Firm or Ordering Firm field’s .
     • Edit Job window, click > View Firm next to Scheduling Firm or *Ordering Firm (required).

   • In a contact

     In the Firm pane of:
     • View Contact window, click the Firm field’s .
     • Edit Contact window, click the Firm field’s > View Firm or Edit Firm.

   • Sold To/Bill To firm on an invoice

     In a View Invoice/Edit Invoice window, click the Sold To Firm/Bill To Firm field’s in the General pane.

     (In a Turn In-Job# window’s Edit Invoice panel, click the *Sold To Firm/Bill To Firm field’s > View Firm. See Adding billing information to invoices.)

   • In a results grid

     Marketing Inquiry (RB9 only)

     Click the hyperlinked firm name.

2. Add/update contacts

   1. Click Contacts > All Contacts.
   2. In the All Contacts panel, to:
      • Add a contact: Click New. See Adding contacts to RB.
      • Update a contact: Click the contact’s hyperlinked name. See Updating contacts.

3. Update firm information

   1. Click Edit in the View Firm panel.
   2. Within an Edit Firm window, you can enter or update any information you entered, except notes entered in the Notes Log (which can only be canceled, see Canceling notes). Enter text or make selections:

   • General

     To enter basic firm information, including contact information and important warnings, see Entering general firm information.

   • Additional

     To enter billing details and notes for your calendaring and production/billing departments, see Entering additional firm information.

   • Notification Email

     To enter company email addresses and designate them to receive specific types of emails, such as job or accounting emails, see Managing notification emails.

   • Tags

     Tags mark firm as part of specific groups, which you can use for different purposes, such as monitoring or marketing. See Organizing with tags.

   • Preferred Services

     Standing requests/preferred services the firm has for jobs with your company. See Adding standing requests.

   • Task Due Days

     To enter scheduling preferences, see Entering default task deadlines.

   • Preferred Resources

     Resources the firm wants assigned to jobs they schedule or order with your company. See Managing clients’ resource preferences.

   • Blocked Resources

     Resources the firm does not want assigned to jobs they schedule or order with your company. See Managing clients’ resource preferences.

   • Marketing

     Category of firm for marketing and billing purposes. See Entering firm marketing information.

   • Collections

     To track collection efforts and results, see Recording collections efforts.

     To enter and track retainers, see Entering retainers.

   • Repository

     Files related to the firm in your RB database. See Uploading files to a repository.

   • Notes Log

     Notes about this firm for internal purposes. See Making notes, Managing notes logs, and Canceling notes.

   3. Click Save.

TIP: No longer need a firm?

You can delete it or merge it into another firm, saving its historical data. See Removing entities.

Reference

• Sold To vs. Bill To
• Marketing Inquiry
• Notes Log
• Tags
• Lists > Firms
• Retainers

Step-by-step instructions

• Adding firms to RB
• Searching firms
• Adding billing information to invoices
• Adding contacts to RB
• Updating contacts
• Adding parties
• Scheduling jobs
• Entering general firm information
• Entering additional firm information
• Managing notification emails
• Organizing with tags
• Adding standing requests
• Entering default task deadlines
• Managing clients’ resource preferences
• Entering firm marketing information
• Recording collections efforts
• Entering retainers
• Uploading files to a repository
• Making notes
• Managing notes logs
• Canceling notes
• Removing entities