PracticeMaster Q&A: AOP Pages in Client File

April 2021    Tags: ,

I have assigned my client an Area of Practice. How can I get the additional Area of Practice pages to show when looking at my clients?

Displaying Area of Practice Pages can be configured via Configure Client Pages.

To show Area of Practice pages in the Client file

  1. From the File menu, point to Open and select Client.
  2. From the Edit menu, select Configure Client Pages.
  3. Select the Area of Practice Pages check box
  4. Click OK.

This will add the additional pages specific to the new Area of Practice that is assigned to the client for easier access.

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