{"id":1982,"date":"2020-02-20T18:02:06","date_gmt":"2020-02-20T18:02:06","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=1982"},"modified":"2024-07-30T08:03:31","modified_gmt":"2024-07-30T07:03:31","slug":"create-client-extensions","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-client-extensions\/","title":{"rendered":"Create Client Extensions"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through creating client extensions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can create client extensions which allow you to link your dossier fields to the client details screen to fill in when create a new client or editing an existing client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To add a new Matter Extension, navigate to the \u2018Supervisor\u2019 area and select \u2018User Design\u2019. Now click on \u2018View\u2019 and then select the option to \u2018Add View\u2019.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"281\" height=\"343\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-84.png\" alt=\"\" class=\"wp-image-1984\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-84.png 281w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-84-246x300.png 246w\" sizes=\"auto, (max-width: 281px) 100vw, 281px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The new screen will allow you to enter the details for your new client view.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2018Description\u2019 will be the name shown against the new view created. Please note that the \u2018Published Description\u2019 is only to be used if you have purchased the client portal. It will be the description shown to your client against this new view created.<\/li>\n\n\n\n<li>The \u2018Work Type\u2019 option will greyed out and set to \u2018Global\u2019 when you choose to create a \u2018Client Extension\u2019. This is because this is held at client level rather than matter level.<\/li>\n\n\n\n<li> The \u2018View Type\u2019 option will show you a list of views available to create. In this case we are looking at the \u2018Client Extension\u2019 option shown.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You will see that you have the option to create either a \u2018Client Extension \u2013 Individual\u2019 or \u2018Client Extension \u2013 Company\u2019.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These work in the same way but depend on if you have set up a client as company or individual.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"213\" height=\"136\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-85.png\" alt=\"\" class=\"wp-image-1985\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you have completed the fields, select \u2018Save\u2019.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"570\" height=\"463\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-86.png\" alt=\"\" class=\"wp-image-1986\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-86.png 570w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-86-300x244.png 300w\" sizes=\"auto, (max-width: 570px) 100vw, 570px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will then be taken to your list of views. Your newly created client extension will now be available in this list. You may filter by \u2018View Type\u2019 if you wish.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"81\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-87-1024x81.png\" alt=\"\" class=\"wp-image-2007\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-87-1024x81.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-87-300x24.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-87-768x60.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-87.png 1792w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right clicking the view will give you the option to &#8220;Edit&#8221;, &#8220;Link&#8221; or &#8220;Delete&#8221;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The \u2018Edit\u2019 option will allow you to change the description of the extension created. However, \u2018View Type\u2019 has been greyed out so this is not able to be altered once saved.<\/li>\n\n\n\n<li>The \u2018Delete\u2019 option will allow you to delete the client extension created.<\/li>\n\n\n\n<li>The \u2018Link\u2019 option shown will allow you to link any global dossier fields created to be shown within this client extension.<\/li>\n<\/ul>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Please note that you will only be able to link dossier fields that have been set at client level (Global). You are not limited within client extensions to the amount of fields you can link.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After selecting the \u2018Link\u2019 option, you will see the following screen:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"384\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-88-1024x384.png\" alt=\"\" class=\"wp-image-2010\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-88-1024x384.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-88-300x112.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-88-768x288.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-88.png 1852w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The \u2018Filter by Field Type\u2019 drop-down list will allow you to select if you wish to include details from \u2018Dossier\u2019 and\/or \u2018Notes\u2019.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The \u2018Dossier\u2019 option shows you all dossier fields\/pages that have been setup under the work type the matter extension has been created under.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once \u2018Dossier\u2019 has been selected you will see the option to select which dossier pages you would like to pull through fields from if more than one dossier pages are available. Select as appropriate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The \u2018Notes\u2019 option shows you any text notes which have been set up within supervisor. <a href=\"https:\/\/support.ospreyapproach.com\/guides\/adding-standard-text\/\">Adding Standard Text \u2013 Osprey Academy (pracctice.com)<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once selected, you will be shown a new screen with all notes available. Here you can select the relevant notes to be linked to your new matter extension.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In order to link the notes required, tick the relevant boxes. Then select \u2018Save Links Status\u2019 shown to the top right hand side of the screen.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"188\" height=\"56\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-89.png\" alt=\"\" class=\"wp-image-2011\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click \u2018OK\u2019 when prompted to save your changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will see the option to \u2018Design Client View\u2019 once all relevant fields and notes have been linked.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"276\" height=\"36\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-90.png\" alt=\"\" class=\"wp-image-2014\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click this and a new screen will be shown displaying the available fields and notes linked.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will be able to drag and drop these into any order required by holding down the left-hand mouse button on the small grey box to the right of the fields and then dragging them to their new location.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"317\" height=\"134\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-91.png\" alt=\"\" class=\"wp-image-2015\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-91.png 317w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-91-300x127.png 300w\" sizes=\"auto, (max-width: 317px) 100vw, 317px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once fields and notes have positioned accordingly, select \u2018Save\u2019 to keep your changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will then be given an option to \u2018Preview Client View\u2019 to see how your matter extension will look with full field descriptions rather than the field ID\u2019s.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1008\" height=\"173\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-92.png\" alt=\"\" class=\"wp-image-2016\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-92.png 1008w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-92-300x51.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-92-768x132.png 768w\" sizes=\"auto, (max-width: 1008px) 100vw, 1008px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your new client extension will now be available under your client details screen. In order to fill out these details select \u2018Edit\u2019 on the client overview. You will then be able to fill in these details.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"565\" height=\"203\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/09\/image-93.png\" alt=\"\" class=\"wp-image-2017\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-93.png 565w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/09\/image-93-300x108.png 300w\" sizes=\"auto, (max-width: 565px) 100vw, 565px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>In Osprey you can create client extensions which allow you to add more fields for user to fill in when create a new client or editing an existing client.<\/p>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[189],"tags":[],"class_list":["post-1982","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-user-design"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Create Client Extensions - Osprey Approach Customer Support &amp; 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