Setting Up PM Firms

The PM Firms form is used to manage and organize all companies that you need to send documents to within the Vista environment. This includes subcontracts, purchase orders, change orders, drawing logs, submittals, and other documents.

Before you start

• Existing customer and vendor lists in accounts receivable and accounts payable.

Steps

1. Navigate to thePM Firmsform.
2. Initialize the firm list from existing customer lists in accounts receivable and vendor lists in accounts payable.
3. Add additional firms as needed, such as architects or other contacts not set up as vendors or customers.
4. Enter the firm's name, contact information, and mailing and shipping addresses.
5. Add one or more contacts to each firm, including their name, contact information, and any address overrides.
6. Select the preferred method of correspondence for each contact, choosing between print or email.

Notes

• All contact information is accurate to avoid miscommunication.
• Double-check address overrides so documents are sent to the correct location.