Create a Firm Type
Create a firm type in the PM Firm Types form.
- Open the PM Firm Types form.
-
Click the New Record
icon (
).
- 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.
- 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.
- Use the Notes tab to enter any notes on the firm type.
-
Click the Save icon
(
) when complete.
- You can now add the field type to a firm using the Firm Type field on the PM Firms form.