This article explains how to add new Franchise categories and edit existing Franchise categories in Unity® Practice Management. 

General Information 

This maintenance option allows you to: 

• Add new franchise categories.
• Edit existing franchise categories.

How to Access this Option

1. Open the Coredata program.
2. Click Maintain on the top toolbar to enable a dropdown menu.
3. Select Legal Aid & SPAN Reference Tables Franchise.

How to Add a Franchise Category 

1. Click Insert.
2. Enter a Code into the upper section.
3. Enter a Description into the upper section.
4. If a particular franchise category is selected more regularly, then you may not want it to appear alphabetically in the franchise categories list. Instead, you may want it to appear higher up in the list. The sort order dictates the order in which items appear on a list. An item with a sort order value of 1 will appear at the top, and 99 at the bottom.
5. Untick the Active checkbox to mark the franchise category as inactive. This means that the franchise category will no longer be available for selection within the Accounts and Coredata programs, e.g., when posting or setting up a new matter. The purpose of the Active checkbox is to prevent the program options from becoming cluttered with old franchise categories that are no longer used.
6. Click Save.

How to Edit a Franchise Category 

1. A list of existing franchise categories will display in the lower section of the window. Click the required record to select it, and that record will turn blue.
2. The information for the selected record will display in the upper section of the window. Any field can be edited. Simply re-enter the new information.
3. Click Save. 

How to Delete a Franchise Category 

1. A list of existing franchise categories will display in the lower section of the window. Click the required record to select it and that record will turn blue.
2. The information for the selected record will display in the upper section of the window.
3. You cannot delete an item but you can make it inactive instead. To do this, untick the Active checkbox, then click Save. By default, inactive items are not displayed within Accounts, CoreData, or on reports unless you specifically request to view them via the options. In other words, inactive items are normally hidden from view so they are as good as deleted, but with the advantage that you can still go back to them if necessary in the future.