Firm Summary tab

By now most of you have hopefully seen the Summary tab in Names File Maintenance. The Summary tab provides easy access to a person’s key information: contact information, account balances, registration information, and more.

We recently completed a Summary tab for Firms that works the same way. The firm Summary tab displays key information for a firm: contact information, account balances, log entries related to the firm, and employees of the firm. The firm Summary tab puts the firm’s key information at your fingertips for quick access.

The new tab will be available in your next release 30 hotfix. As always, if you have questions or comment, please contact us.

Also, in case anyone missed it, a new issue of AM.NETWorks is available here.

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