PracticeMaster Q&A: Configure Contact Pages

November 2020    Tags: ,

A coworker has additional tabs in the Contact file that show them the calendar records for that contact and which clients the contact is associated with. How can I add those tabs to my view of the Contact file?

The tabs that are displayed within the Contact file are controlled by the Configure Contact Pages function. Which will allow you to select the tabs you would like to see.

To display the Calendar and Contact Usage tab in the Contact file

  1. From the File menu, point to Open and select Contact.
  2. From the Edit menu, select Configure Contact Pages.
  3. In the Configure Contact Pages window, select the Calendar Page and Contact Usage Page check boxes.
  4. Click OK.
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