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LESSON 17: CONFIGURE FIRM SETUP AS THE OFA

Learning Objectives

• Navigate the Firm Setup tab for enabling and relabeling features
• Modify Firm Org value lists

Introduction
The "Firm Setup" area offers many options for configuring the database. These options
are only accessible to the Overall Firm Administrator (OFA). The OFA can turn tabs and
functions on or off across different modules within this menu. Most of these
configurations are determined and set up during implementation. However, some
options may require occasional attention.

Firm Setup
In General Administration > Firm Setup, you can upload a company logo and add the
company name to the left-side menu. It's also where you can enable Opportunity
Forms, Convert Lead to Opportunity, and enable the ability to Make a User from a
Personnel record.

Two essential sections near the top of the page are FIRM ORG and RELABEL FIRM
ORG NAMES. A table in the FIRM ORG section displays the core data modules as
rows and the Firm Orgs as columns to select or deselect. It also indicates a single-
select option. It is imperative to organize your information the same way your firm is
organized.

In the RELABEL FIRM ORG NAMES section, you can relabel Offices, Divisions,
Office Divisions, Studios, Practice Areas, and Territories.

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