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The Base Info tab in the Entities Edit Mode allows you to maintain basic information about any entity tracked in the Bridgeway Suite. A grid of contact information is included on this tab to add or change the existing information. The fields available for tracking an entity are dependent on whether the entity is categorized as an internal/external company or court.
Company Fields
Name – The full name of the entity.
Short Name – A shortened name for the entity.
Begin Date – The date the entity was formed or began interaction with your company.
End Date – The date the entity ended interaction with your company.
Tax ID– The tax identifier for the entity.
Classification – The type of entity.
Administration Number – Any internal identifier for an entity.
Approved – An indication of whether the entity has been approved to interact with your company.
Internal – An indication of whether the entity is an internal company. When an entity has been designated as a Company, this checkbox is used to indicate that the entity is a subsidiary or operating business unit. Generally, an external company is a vendor.
Active – An indication of whether the entity is active or inactive.
Rejected – An indication of whether the entity was rejected from interaction with your company.
Region – A categorization of entities in geographical groups (such as Western USA/Eastern USA or Asia/Europe/North America).
Approved Date – The date the entity was approved for interaction.
Insurance Company – An indication that the entity is an insurance company. Clicking on the checkbox makes the Insurance tab available for the entity.
Track Billing Information – An indication of whether the entity may be billed. Clicking on the checkbox makes the Billing Info tab available to allow tracking of billing information for external entities.
Subtype – A subclassification for entities.
Entity Number – An identifier for the entity.
Comments – A freeform text area for any additional information.
Chargeback Information – An indication of whether information can be entered to specify chargebacks to the entity. The values entered in the chargeback fields become the default values displayed on the Player tab.
Chargeback Begin Date – The date chargebacks may occur.
Chargeback Percent – The percentage used to calculate chargebacks.
Chargeback Account # – The identifier for the account to be used for chargebacks.
Court Fields
Name – The full name of the entity.
Short Name – A shortened name for the entity.
Active – An indication of whether the governmental entity is active.
Tax ID– The governmental identifier for the entity.
Administration Number – Any internal identifier for an entity.
Court Type – A classification (such as Civil) for the type of governmental entity.
Venue – The jurisdiction (such as County) of the governmental entity.
Court Number – An identifier for the governmental entity.
Location – The physical location of the governmental entity.
Clerk Name – The name of the court clerk.
Coordinator – The name of the court coordinator.
Entity Number – An identifier for the entity.
Comments – A freeform text area for any additional information.
Buttons
Save – Click to save changes to the tab.
Reports – Click to access tab-specific reports.