Adding an Office
An office is always associated with a firm
tracked in SalesConnect. So you begin adding an office from the page displaying details for the right firm. See Searching for Connections if you would like help with that task; that's probably the way that you will get to details most often.
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Display the Add Office page:
- On a page showing details for a firm, select the Offices tab, and then above the table listing offices, select Add. If you use this option, information for the associated firm is already completed for the office.
- Or, select in the universal menu, and then select Add Office under Offices. If you use this option, you'll need to select the firm with which to associate the office.
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Complete the Add Office page (required fields are marked with *).
Tips
- If appears next to a field, you can select it to display a popup you can use to search for a value for that field. When you choose a value, the popup closes, and the value is shown for the field.
- Territories
in specific territory categories
as well as Distribution Channel and Distribution Subchannel may be set automatically based on rules in SalesConnect. If you need to change any of these values, you may be able to add a lock: If necessary, select the icon next to a field to to ensure that is shown for it, and then select the value you want in the associated dropdown. The lock ensures that the value you set isn't overwritten by the current defaults.
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You may be able to add one or more aliases:
- If necessary, expand the Office Aliases section.
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Complete the fields with information for an alias
for this office.
Tips
- You can use to find and select an appropriate Firm Trading ID.
- If you select DST Systems in Transfer Agent and complete the other fields with information for the new alias, a Lookup In FID button may become available. You can select it to display a dialog that lists any existing records in FID that match the information you've entered; close the dialog when you've finished with it. Ensure that Synch with FID is selected if you want to copy the information for this connection and alias to any matching records in FID.
- Select Add More if you need to add another alias, and then complete information for it. You can do this for as many aliases as you need to add.
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Select Save. You may be asked whether you want to keep the address you entered or use one suggested by Finalist, the address validation tool used in SalesConnect. You won't be able to continue until you select an option. Duplicate checking occurs when you save a connection. If the connection or an alias added for it appears to duplicate information already in SalesConnect, a warning popup is shown. Follow instructions on the popup to handle the potential duplicate appropriately.
Once an office is saved, a page showing details and more options for it is shown. You can use the page and its tabs to add or review more information related to the office, including relationships to other connections.
- You can select Firm's value to view details for the associated firm.
- The Contacts
tab will list any contacts directly associated with the office; you can use the filter fields on the tab to change the contacts listed. You can also use the tab to add new associated contacts. See Adding a Contact or Rep for more information.