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D1 Change Firm Details

System Managers can change details for their own firm:

  1. Display the Maintain Firm screen:
    • Click System Administration icon to display the External System Administration screen.
    • Select Firm | Maintain Firm... to display the Maintain Firm screen.
  2. Select the Details tab.
  3. Change the firm's details as required.
Maintain Firm screen.

 

A System Manager should check these details on a regular basis to ensure the Firm Contact Details are correct.

The Firm name is greyed out and cannot be changed.

 

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