Select Data Base Maintenance|Company and Office Definitions.
Key the Company code then click the Next icon
to display the Company/Office Definition Window. Leave the Office
code blank at this time. After you complete setting up information
for the Company, you go back to the Prompt Window to set up information
for each Office.
Company Office Definition Window
Key the Name of the company.
Key the address of the company to include Street, City, State, and Zip Code.
If this is an International client, leave the City, State, Zip Code fields blank then key the International Address in applicable fields.
Key the company’s federal tax ID number.
Key the Phone Number and Fax Number in the applicable fields.
Key the name of the employee who you may contact at the company in the Contact field.
Key the company's email address in the Email field.
Active defaults into the Status field. If you want to inactivate this company, select Suspend from the Status drop-down list to suspend this company from further activity. This company’s record remains available for use with existing activity and may be restored to an Active status. May continue to print on activity listings.
Once a record is added, displays in the Last Update field the name of the user who completed the update and the date it was last updated by this user.
Click the Save icon
to save information and return to the Prompt Window for setting up
Office Definitions.
Key Office information following the same steps for setting up Company information.