Billing Q&A: Duplicate Contact IDs

December 2018    Tags: , ,
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We recently retained a new client whose name is the same as another of our established clients. When we try to create a new client file for them, entering their name pulls up the client we already have. How can we enter our new client separately?   Read More...


I've created several custom fields in my Calendar and Contact files (e.g., Docket No.). Is there a way I can get the new fields to sync over to Outlook?   Read More...


I know that I can synchronize only my PracticeMaster contacts with Outlook by specifying a User Filter via the Outlook Synchronization Settings. However, is there a way I can add my User ID into the User/Group field of all the contact records for my clients all at once?   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...


You may already be set up to synchronize your calendar and contacts between PracticeMaster and Microsoft Outlook via your Exchange server, but using the Platinum Exchange Connector has so many more great benefits!   Read More...


I’m getting ready to configure contact integration with Outlook so I can sync my PracticeMaster contacts to my phone. However, I don’t want my private Outlook contacts syncing to PracticeMaster, nor do I want all of the contacts in PracticeMaster to sync to my phone, just the ones applicable to me. How can I accomplish this?   Read More...


We created a new field in the Contact file. However, we also want this new field’s information to be displayed in the Client file when the associated contact is selected as the Client Name.  Is there a way to do this without having to reenter the information in both places?   Read More...


I synchronize PracticeMaster with Outlook, and I occasionally see the message “Outlook Synchronization Suspended” in the status bar. Why would this message be displayed?   Read More...


We have a contact who is being assigned to one of our clients. Is there a report that will show if this contact has also been associated with other cases?   Read More...


My coworker can see all of the calendar records for a contact in the Contact file, but I don’t have the Calendar tab like she does. How can I add the Calendar tab to my contact list?   Read More...


Whether it’s increased speed, Tabs3 Connect, or PracticeMaster Exchange Connector, the Tabs3 and PracticeMaster accelerators power some of the main features of the Platinum software.   Read More...


Whenever we add new clients, we always add the contact record first, during their consult. Is there a way to assign the “Client” Contact Category to a contact record every time a client is added?   Read More...


Matter mode is a special status for the address on the Address tab of the Client file that allows the address to be used for that matter only and not be shared by other matters for the same client. But what does this mean, and when should you use Matter Mode?   Read More...


I have discovered that we have two contact records for the same person, but they are slightly different. The correct contact is “Leigh Wilson,” whereas the incorrect contact is “Leah Wilson.”  Is there a way to combine these contacts and then delete the wrong one?   Read More...


I’ve been synchronizing my calendar records with Outlook, and now I want to start synchronizing my contacts as well. However, I have a few contacts in PracticeMaster that I don’t want to synchronize to Outlook. How can I stop these contacts from synchronizing to Outlook along with the rest?   Read More...


When PracticeMaster performs a conflict of interest search, contact search, or document search, it searches the applicable index files for valid matches. Search Settings (Search | Search Settings) provide the ability to specify how and if indexes are updated, to rebuild indexes, and to specify words to be excluded from a search.   Read More...


Keeping clients secure in a law firm is part of maintaining ethical walls.   Read More...


We have several contact categories that are essentially the same. Can we combine some of the categories into one, and then delete the old categories?   Read More...


PracticeMaster Q&A: Contact Search

January 2017    Tags: , ,
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We have a potential client, but their name seems familiar to me. How can I search in PracticeMaster to see if this person has been referenced before?   Read More...


You may work with multiple matters throughout the day, so how can you ensure that you are keeping an accurate account of how much time is spent on each task?   Read More...