Feature Article: Category Pages

June 2015    Tags: AOPs, Clients, Contacts, Form Designer, PM Journal, PracticeMaster

Did you know that you can add tabs to the Client file, Contact file, and Journal file that are specific to an Area of Practice, Contact Category, or Journal Type? These tabs are called Category Pages. Category Pages are a special type of page that is only shown in the Editor window when the selected client or record is associated with that category. You can use the Form Designer to design how the pages will look.

• Client category pages are configured for individual Areas of Practice (e.g., Personal Injury, Family Law, Workers’ Compensation, etc.). These pages will only appear when a client belonging to that Area of Practice is selected.
• Contact category pages are configured for individual contact categories (e.g., Attorney, Insurance Adjuster, Witness, etc.). These pages will only appear when a contact assigned to that contact category is selected.
• Journal category pages are configured for individual journal record types (e.g., E-mail, Phone Task, Research Task, etc.). These pages will only appear when a journal record of that record type is selected.

Setting up a Category Page provides a way of showing only those fields that are relevant to the selected “category,” thus reducing the number of visible pages.

In order to create a Category page, you must first add the fields for the Category page to the associated file using File Maintenance (e.g., add the desired fields to the Contact file). Once the fields have been added, the Category page and fields must be added to the data entry window using the Form Designer.

To create a Category Page

1. From the List tab of the Client, Contact, or Journal file, select Edit | Form Designer.
2. To add a Category page, click the  (Add Category Page) button.
3. Select the appropriate Area of Practice, Contact Category, or Journal Type that the Category page will be associated with and click OK.
4. A new page will be displayed. To rename the page, right-click the Category page and select Rename Page. Specify a name for the page and click OK. You are now ready to add fields to the Category page.
5. Click the  (Add Field) button.
6. Select the field you want to add and click OK.
7. Continue adding fields, group boxes, and labels until the Category page is complete.
8. Close the Form Designer and save the changes made to the form layout.

Additional information regarding Category Pages can be found in Knowledge Base Article R10566, “Category Pages in PracticeMaster.”