PracticeMaster Q&A: Configure Client Pages

July 2023    Tags: ,

I have assigned a client’s matter to an Area of Practice. How do I show the additional Area of Practice pages when looking at my clients?

Displaying the new files that this client can store data in is a setting that can be easily included via Configure Client Pages.

To include Area of Practice tabs in the Client file

  1. In the Quick Launch, search for and select “Client File.”
  2. While on the List tab, in the Customize Current View group of the Quick Clicks pane, click Configure Client Pages.
  3. Select the Area of Practice Pages check box.
  4. Click OK.

This will add the additional tabs to the Client file for the Area of Practice that is assigned to the client.

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