Spotlight: Category Pages

April 2020    Tags: , , , ,

Did you know that you can add tabs to the Client, Contact, and Journal files that are specific to an Area of Practice, Contact Category, or Journal Type?

These tabs are called category pages. Category pages are a special type of page that is only shown in the Editor window when the selected client or record is associated with that category. You can use the Form Designer to customize how the pages will look.

  • Client category pages are configured for individual Areas of Practice (e.g., Personal Injury, Family Law, Workers’ Compensation, etc.). These pages will only be shown when a client belonging to that Area of Practice is selected.
  • Contact category pages are configured for individual contact categories (e.g., Attorney, Prospect, Insurance Adjuster, Witness, etc.). These pages will only be shown when a contact assigned to that contact category is selected.
  • Journal category pages are configured for individual journal record types (e.g., Email, Phone Task, Research Task, etc.). These pages will only be shown when a journal record of that record type is selected.

Setting up a category page provides a way of showing only those fields that are relevant to the selected “category,” thus reducing the number of visible pages.

In order to create a category page, you must first add any fields specific to the category page to the associated file using File Maintenance (e.g., add the desired fields to the Contact file). Once the fields have been added, the category page and fields must be added to the data entry window using the Form Designer.

To create a category page

  1. From the List tab of the Client, Contact, or Journal file, select Edit | Form Designer.
  2. To add a category page, click the  (Add Category Page) button.
  3. Select the appropriate Area of Practice, Contact Category, or Journal Type with which the category page will be associated and click OK.
  4. A new page will be displayed. To rename the page, double-click the category page tab, specify a name for the page, and click OK.
  5. Add fields, group boxes, and labels until the category page is complete.
  6. Close the Form Designer and save the changes made to the form layout.

Additional information regarding category pages can be found in Knowledge Base Article R10566, “Category Pages in PracticeMaster.”

No votes yet.
Please wait...
Share or Print this Article

« PREV NEXT »


Leave a Comment