How to Create a New Column Layout in Any List in PracticeMaster

To Create a New Column Layout in a PracticeMaster List:

Display the list that you want to work with (i.e. the Client or Contact List)

Open the QuickClicks menu and click on “Manage Column Layouts”

Click on the New Record Button on the toolbar

Type a Column Layout Name

Select the first column from the list of Available Fields* and click on “Add”

Repeat for additional columns

Click Save

Close the “Manage Quick Clicks” dialog box

Select your new column layout from the QuickClicks list

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