This article will guide you through how to create and edit an Office in the MM App.
1. Open the Offices schedule
In the Search Bar, search for "Offices" and then click the results
Alternatively, in the Home menu, click on Settings and then go to Staff > Offices, then go to Staff > Offices
2. Select/Search the Office
The Offices schedule will now appear. This schedule will show a list of all of the Offices that have been created for your firm. Select the Office you want to edit.
Tip: Click Ctrl+F to open the grid search if you have a lot of Offices
3. Add/Edit Details of Main Office
By default, you will have an Office called "Main Office". You should edit this entry to reflect details of your actual office. To do this, start by double clicking the Main Office Entry or using the right-click Edit option.
The Edit Office window will now appear. Enter the relevant information.
Take the opportunity to set the default Security Groups and who the default Users are for any Client File that is assigned to this Firm at the time of creation.
Once you have finished, click Save & Close. The updated entry will now show in the grid.
4. Add Offices
To add additional Offices, click the Add button in the bottom left and then repeat the steps from above to fill out the information required.
