Firms are companies you do business with: They schedule depositions with you, e.g., a law firm, or they are a third party that pays you, e.g., an insurance company.
For how to set up lists, see Customizing lists.
Designation specifying the state of accounting affairs or credit standing, e.g., In Collection or COD (Cash on Delivery). Used in collections.
Designation specifying the quality or ranking of a law firm. Used in marketing.
Designation specifying what action has been taken or should be taken to collect overdue funds from client firms, such as COD Letter Sent or Send Demand Letter.
Designation specifying industry, e.g., Law Firm or Insurance Company.
Categories of notes, e.g., Collection or Marketing, to use as a filter when searching Firm Notes Logs.
Designation specifying your credit rating of a firm, e.g., Set Depo or Bad Debt.
Designation specifying how the client heard of your company, e.g., promotion or web, used in marketing.
Categories to organize firms. You can use any words or phrases as a tag, e.g., Top 10.