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