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Q&A: PracticeMaster


Is it possible to have alarms turned on by default for certain calendar records?   Read More...


Each month, we send marketing emails and mailers to groups of people. We have multiple reports we run to get the mailing lists. Is there a way to group those together easily so we don’t have to look through all the reports in the Report Writer window each month?   Read More...


We journal emails to PracticeMaster from Outlook all the time. Is there a way to journal multiple emails at the same time?   Read More...


I know that we can change the font size in Memo fields, but we have a few employees who want to change the overall font size in the software. Is there a way to do this?   Read More...


Is there any way I can change the number of days shown in the Daily Calendar?   Read More...


We are having issues with users changing some of the information in the Client file that we do not want them to change. Is it possible to restrict the editing of these fields to only certain users?   Read More...


We recently migrated PracticeMaster to a new server. Now, when we run our ODBC queries, we receive a message that the table cannot be found. Why is this?   Read More...


We have noticed that some words are being excluded from our Conflict of Interest Search that we need to be included. Is there a way to change which words are excluded from the search?   Read More...


At the end of the Conflict of Interest report, it says that my Conflict of Interest Index needs to be rebuilt. How do I rebuild the Conflict of Interest Index?   Read More...


We have created a few custom fields in the Contact file that we want to display as columns when accessing the file. Is this possible?   Read More...


I have two calendar codes that use the same description. Is there a way I can see which calendar code has been used the most so I can remove the other?   Read More...


I have many meetings scheduled throughout the day and some of them only last a few minutes. When I look at the Daily Calendar, there are sometimes multiple meetings on one line and I can’t clearly see what is coming up for the day. Is there any way to change how my meetings are displayed so that I have a better idea of what all I have scheduled?   Read More...


All-Day Activities are taking up a significant portion of the Daily Calendar display. Is there any way I can reduce the number of activities that are shown?   Read More...


After using PracticeMaster for several months, we are now ready to begin using Word Document Assembly. I want to create a simple welcome letter for new clients; how do I begin?   Read More...


I am trying to confirm that each PracticeMaster user has Outlook Synchronization configured. So far, I have been going to each user’s workstation to confirm these settings. Is there a quicker way to check these settings for all users?   Read More...


We need to control who edits the documents for a particular client, and track changes that are made. Is there a way to accomplish this for only the one client?   Read More...


We want to add some holidays that our firm observes to the predefined holiday calendar in PracticeMaster. How can we accomplish this?   Read More...


My firm uses the Matter Manager to view information about our clients. We also routinely use the Timer function to track how much time a given activity takes, and then convert it into a fee. Is there a way to make it so we can start a Timer from the Matter Manager, where the selected client would already be assigned?   Read More...


I know I can print a Graphical Calendar Report, but I don’t want it to look like a calendar. Is it possible to just print a list of my upcoming calendar events?   Read More...


I have several users who enter calendar records on my behalf. However, when I check my calendar, it sometimes takes a while before I can see them. Is there a way for me to see these records right away?   Read More...