Create a Firm Type

Create a firm type in the PM Firm Types form.

  1. Open the PM Firm Types form.
  2. Click the New Record icon ().
  3. Enter the firm type that you would like to create in the Firm Type field - for example vendor, supplier, architect, engineer, etc.. The text entered in this field is used to select the firm type in the PM Firms form.
  4. Enter a description of the firm type in the Description field. This field will also display when selecting a firm type, and it can be up to 30 characters long.
  5. Use the Notes tab to enter any notes on the firm type.
  6. Click the Save icon () when complete.
  7. You can now add the field type to a firm using the Firm Type field on the PM Firms form.