PracticeMaster Q&A: Creating a Virtual Field

April 2021    Tags:

We created a field in the contact file that we also want to show in the client file. Is there a way to do this so that we don’t have to enter the information twice?

This can be accomplished by adding a virtual field to the client file. Virtual fields are designed to display information from lookup files, like the contact file, so that you don’t have to enter the information in two places.

To add a Virtual field to the Client File

  1. From the Maintenance menu, select File Maintenance.
  2. Expand System Files, select Client, and click OK.
  3. On the Field tab:
    1. Press Ctrl+N.
    2. Enter the desired Field ID.
    3. Select a Field Type of Virtual.
    4. Enter the desired Field Name.
    5. Select a Lookup Field of Name.
    6. Select a Field To Copy From of the field you created in the contact file.
  4. Click Done.

You can now open the Client file and use form designer (Edit | Form Designer) from the List tab to add the new virtual field to the form.

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