FMID-Click for more information FMCONTACT-Click for more information FMADDR1-Click for more information FMCITY-Click for more information FMSTATE-Click for more information FMZIP-Click for more information FMCNTRY-Click for more information FMURL-Click for more information FMPHONE-Click for more information FMADDATE-Click for more information Purchases Button-Click for more information Employees Button-Click for more information Registrations Button-Click for more information FMCONTACT2-Click for more information FMEMAIL2-Click for more information FMSIZE-Click for more information FMLOG1-Click for more information FMLOG2-Click for more information FMCHAR1-Click for more information FMCHAR2-Click for more information Firm Comments Tab-Click for more information Contracts Button--Click for more information FMFEECAT-Click for more information Module Buttons-Click for more information Contact History Button--Click for more information Firm Escrow-click for more information Add Membership to Firm Employees-Click for more information

Firms/Vendors

The Firm module holds the information pertaining to the Firm at which individuals (Names and Faculty) work.  Vendor records for Pocket Ledger users are also stored in the Firms database (the word 'Vendor' in the lower left of the Firms screen on all Vendor records).  

A Firm/Vendor record must exist in the Firms database before the firm can be assigned to a record.  To add/edit firms, select Module > Firms.

Mouse over field for Field Name--Click for more Field Information

 

Default Firm Record

There is a default firm record with a 999999999999 Firm ID #.  This record MUST NOT be deleted AND should have no entries in any of the fields except the Firm ID field.  Since all Name/Faculty records must be linked to a valid Firm record, if you don't enter a firm in a Name/Faculty record, it will be linked to this default record (i.e. the firm name field is left blank and the 99999999999 number is stored in the Firm ID field in the Name/Faculty records).  

ACEweb Users:  the default firm record for ACEweb has an 888888888888 Firm ID #.  All Name records created online will be linked to this record if you are not using Firm Matching.

Firm Fields/Buttons

Firm fields/buttons which have special behavior:  

  • Firm ID – unique identifier for Firm record.  
  • Firm URL - enter the url of the firm and the system will create a link out of the URL.  Ctrl+click to open the firm's web page in your browser.
  • Fee Category - if you select a fee rate for the firm, all employees (in Names) will receive the specified fee rate when enrolling in courses--IF--that fee rate exists in the course Main Fees.
  • Firm Type - identify the firm as a vendor.  Note:  a firm will also be identified as a vendor if you assign the vendor to an expense record in Pocket Ledger.

 

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