System Managers can change details for the account.

  1. Display the Maintain Firm screen:
    • Click External 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.

 

Change Firm Details - process

 

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