System Managers can change details for the account.
- Display the Maintain Firm screen:
- Click to display the External System Administration screen.
- Select Firm | Maintain Firm... to display the Maintain Firm screen.
- Select the Details tab.
- Change the firm's details as required.
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.
Last Updated: 5 October 2020