Overview

The Firms table and the Firms Add/Edit screens contain all the primary information about firms in the firm file. 

Like most Add/Edit screens in the system, the Firms Add/Edit screens are comprised of multiple pages. These pages are commonly referred to as “tabs” because of their similarity in appearance to file folder tabs.

The screens described in this document are used to add and edit all the records that are stored either directly in the Firms table or in one of a few closely-related child tables. 

Definition: A record in a “child” table contains additional data for a specific record in the “parent” table, and is linked via an ID# or similar code. When relatively few records in the parent use this additional information, it is more efficient to store it in a child table rather than have the fields in the parent table. 

Note:  We suggest setting up one firm for each general business type in the system. This is because there are times when nothing is known about a person’s place of employment. If at least the type of business is known, the person can be linked to one of the default generic firm records in the Firms table. Linking an individual to a generic firm improves demographic statistics.

      00001 – Unknown public accounting firm

      00002 – Unknown legal firm

      00003 – Unknown government agency

      00004 – Unknown educational facility

      00005 – Unknown general industry company

      00006 – Unknown media firm

      00007 – Unknown other firm

Contact CDS to have the generic firm records setup. These firms need to be assigned firm codes less than 00010.