There are several ways to customize how you store data in PracticeMaster. When you need a way to add multiple records of the same type for your client, Common Client Related Files are a great way to go!
You can use Common Client Related Files to store information for which you can have multiple records for each client. Unlike Area of Practice Files, Common Client Related records can be added for any matter in the Client file. Existing Common Client Related files include the Journal, Document Management, Fee, and Cost files. A couple examples of how you might use Common Client Related Files are as follows:
To add a Common Client Related File
Accessing Common Client Related Files
Common Client Related Files can be accessed a few ways:
If you need to be able to add multiple custom records for your client, you can add and access a Custom Client Related File in no time!
Take a look at the Customizing PracticeMaster Guide for other ways to customize data storage in PracticeMaster including adding fields to existing files and adding Lookup Files and Areas of Practice. The Customizing PracticeMaster Guide can help you take advantage of PracticeMaster’s tremendous flexibility, help you configure PracticeMaster to best meet your firm’s needs, and show you how you can customize the different areas of PracticeMaster to work for you.