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Setting Connect preferences: Resource–Firms

If you allow resources to access your Firms database, use this section to allow your resources to see the COD status of your clients.

Step-by-step instructions

  1. On the left-hand side of the Connect Preferences, click Resource-Firms.
  2. To update the preference displayed, click Edit.
  3. If you want to display a firm’s COD status, slide the option to Yes.


  4. Click Save when finished.