Summary

 

Purpose:  The Summary tab contains a recap of information, for the firm, found on various tabs in Firms file maintenance.  The tab is divided into four sections described below.

 

Launch Point:  This tab can be launched from:

 

•      Firms → File Maintenance →

 

Example:

 

 

Note:  This tab can be set as the default tab when Firms file maintenance is launched.  See the document on User Preferences.

 

 

Firm Information

 

 

Name (ID):  Shows the firm’s name from the Name tab in Firms file maintenance.  The ID number is shown in parenthesis after the name.

 

Address:  Shows the firm address from the Name tab of Firms file maintenance.

 

Phone:  Shows the firm Phone from the Name tab of Firms file maintenance.

 

Fax:  Shows the firm Fax from the Name tab of Firms file maintenance.

 

Website:  Shows the firm’s Website from the Name tab of Firms file maintenance.

 

General Business:  Shows the firm’s General Business from the Name tab of Firms file maintenance. 

 

Specific Business:  Shows the firm’s Specific Business from the Name tab of Firms file maintenance.

 

Firm Pays Dues:  Shows the Firm Pays Dues setting from the Data tab of Firms file maintenance.

 

 

Account Balances

 

 

MOA:  The current Firm Money on Account balance for the firm from the Name tab in Firms file maintenance.

 

Products:  The current products balance for this firm from the Products tab in Firms file maintenance.

 

Review:  The current review balance for this firm from the Review tab in Firms file maintenance.

 

 

Log Entries

 

 

Log Entries:  Shows log entries for this firm from the Log tab in Firms file maintenance.  Note: the same security settings for viewing log entries on the Log tab apply here.

 

 

Employees

 

 

Employees:  Shows names linked to this firm including their name, id, position (position Description if there is data otherwise position Code from the Names tab in Names file maintenance), and status.