Give Users in CSM visibility into Firms and Firm Structure – Epic: COLL-9049 and COLL-10004

Through the CSM tab, a TeamConnect client can see how Firms are structured in Collaborati.

Enhancement: A new portal pane has been added for “Firms” on the CSM home page that shows the number of new firms that need to be mapped.
Tracking Code: COLL-10757

Enhancement: The Firm structure updates upon sync with Collaborati so that new profiles in a Firm are visible and old profiles in a Firm are removed.
Tracking Code: COLL-10211

Enhancement: When a Firm record is deleted on the Collaborati side, it is removed from CSM.
Tracking Code: COLL-10497

Enhancement: Created the Firm object in CSM (CSM Object Model). The core CSM Object Model has been added to TeamConnect within the CSM Settings Object.  The Firm itself will be created as a child object of CSM Settings.  In addition, the Vendor Relationship will be managed by making a Firm Custom Object field on the Vendor Object.  Settings fields will need to be added for Opt In and Update Contact.
Tracking Code: COLL-9100

Enhancement: For each Client-Firm relation to a TeamConnect environment, the Firm will sync from Collaborati to TeamConnect. If the Firm does not exist yet, a new Firm record will be created with fields to sync. If the Firm does already exist, the Firm fields in TeamConnect are updated to match the corresponding field values from Collaborati. These fields are: Firm Name, Firm Tax ID, Phone, Email, Country, Address 1, Address 2, City, State/Province, Zip/Postal Code. Firm sync should also sync associated Vendor information.
Tracking Code: COLL-9108  

Enhancement:  In CSM Settings, there is now an Opt-in to auto-create or auto-update Firm records. The checkbox fields are “Automatically create new contact records with Collaborati firm information” and “Automatically update contact records with the latest Collaborati firm information.” These fields are only available to the CSM Admin group. Access is controlled by making the block visible to the CSM Admin group and not the CSM Management group. If the CSM sync is running, the fields are not editable. The block for these fields is titled “Firm Settings”. If either or both boxes are checked, the Firm contact cards will either be created or updated upon CSM sync.
Tracking Code: COLL-9103, COLL-9112, COLL-9692, COLL-9691

Enhancement: A field for Firm has been added to the Vendor object in CSM Settings. This field is visible out of the box. When this field is populated, a user can search for a firm relation from the Vendor object.
Tracking Code: COLL-9101

Enhancement: When mapping a Firm to a Contact record, a rule will validate that the Firm is not already mapped to another Contact record.
Tracking Code: COLL-9114

Enhancement: Under the Firm page in CSM, there is a tab which lists all Vendors associated with the Firm. Fields include Vendor Name, Tax ID, Currency, Mailing Address, Status, Contact and Modified On. For each Firm record, the user can only see those Vendors that are Authorized Vendors and Active Authorized Vendors.
Tracking Code: COLL-9111

Enhancement: Firm details are now available through a tab in CSM. A user can see the Firm Name, Contact (with a link to their contact card), Company Tax ID, Phone, Email, Mailing Address Info.
Tracking Code: COLL-9110

Enhancement: A new Firms tab is available in CSM Settings. This tab shows a table listing all Firms associated with a Client. Fields include Firm Name, Mailing Address, Phone, Email, Contact and Modified On. The columns can be sorted and the data can be filtered by “CSM Firms”, “Mapped” and “Unmapped.”
Tracking Code: COLL-9109

Enhancement: A new block called Firm Information has been added to the Vendor tab on the CSM screens showing the Vendor/Firm relation. The Firm information is read only and links to the Firm record.
Tracking Code: COLL-9113

Enhancement: CSM Admin security rights have been updated to include rights to view the new Firm object.
Tracking Code: COLL-9102

Enhancement: For TeamConnect clients using Essentials, the Firm Information block has been added to the Vendor Management View on Vendor.
Tracking Code: COLL-10049

Enhancement: A Firm profile can accommodate up to 5 contact email addresses.
Tracking Code: COLL-10237, COLL-10238

Enhancement: Users can map Firms with a simplified wizard that can search contacts and view a contact record when a value is already entered in the field. Clicking “Finish” will complete the wizard and map the Firm to the Contact. Note: Mapping the Contact is optional, not required.
Tracking Code: COLL-9117, COLL-10631