Global Catalogue

The Global Catalogue provides an overview of all the services you provide to Patients, legal firms, insurance companies and Local Authorities. It can be used to create new catalogue items or modify existing items' properties such as making a catalogue item active or changing its department.

To open the Global Catalogue, go to the Administration Tab.

Select [Global Catalogue].

This will open the Global Catalogue page. You can Modify your view by using the tools described in the General Functions section of the Knowledge Base.

The Price List Wizard can be used to modify or create new items, which is helpful if you are unfamiliar with configuring price lists as it walks you through the steps and provides descriptions of each option. Alternatively, you can create or edit catalogue items by editing them on the page directly.

1. To use the Price List Wizard; with the Global Catalogue opened, select [Price List Wizard] from the bar at the top of the page and follow the instructions shown. 

1. To edit items directly from the Global Catalogue page, click the [Edit Lock] button. Then click on a field to edit it.
   

Editing Items Directly from the Global Catalogue

Below is a screenshot showing an item being edited directly on the grid.

Once you have made your changes, click [Save].

You can then Lock the list again by clicking on [Release Lock]​.

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