Maintain offices

IT Manager Practice Admin

1. Select Admin > Categories from the menu.

2. Select Main Categories from the list, then select Offices.

3. Click Add (or View/Edit to edit an existing category).

   

4. Complete/edit the following details:

   FIELD	DESCRIPTION
   Code*	Enter a code.
   Title*	Enter a title.
   Name*	Enter the display name for the office.
   Address	Enter the office address.
   Phone	Phone number.
   Fax	Fax number.
   Email	General email address.
   WWW	Web page for the office.
   Region	The geographical region of the office. This is controlled from a category controlled list.
   Location	A category controlled list to determine the location of the office.
   Active?	A checkbox to indicate whether the office is active and should be available to be attached to staff and clients.
   Partners and Offices	General details to hold information about partners at the office and other offices. This can be used within fee and statement layouts.
   Root Folder	The default root folder path for use with the documents section.

5. The Partners and Offices section is used to hold information about partners at this and other offices. This can be used within fee and statement layouts.

6. The default Root Folder path for use with the documents section.

7. Click Save.