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Mitratech Success Center

Firms

View a list of your associated Firms and the Firm Offices.

The Firms page shows a list of all Firms associated with your Collaborati client. There are several search views available in the left navigation bar. From this page, you may also set up a new Firm-Contact relation. The below screenshot shows "1 New Firm to be Mapped". This refers to mapping the Firm to a contact card in TeamConnect.

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The table of Firms will give you the Firm Name, Mailing Address, Phone, Email, Contact and Modified On date. Each column can be sorted.

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If you select a Firm, you will be able to review and edit the General Firm Information and Mailing Address. From the left pane, there is one other option under Firms: Offices. Offices shows you a list of all Offices associated with that Firm.  

Firm Profile 

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Select a Office to see the General Office Information as well as the settings for Budgets, Task Codes, Expense Codes, Activity Codes, Non-US Tax Codes, Timekeepers, Rates, Rate Requests and Document Sharing.

Offices

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