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