Working with a lot of data can be time consuming. However, PracticeMaster makes it easy by allowing you to restrict the records shown based on criteria you specify using filters. This powerful feature allows you to deal with just those records that apply to your situation.   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’ve had several calendar records come up missing in both PracticeMaster and Outlook. We believe the entries were deleted sometime yesterday. Is there an easy way to find out what those records were so we can add them back into PracticeMaster if necessary?   Read More...


Did you know that there are several ways of filtering your reports and statements so that you only see the data you want to see?   Read More...


Want to know if Platinum is right for your firm? Try out the Tabs3 and PracticeMaster Platinum software risk free for 30 days! This offer allows you to use all of the Platinum features with your own data for 30 days before determining whether Platinum will be a permanent upgrade.   Read More...


We are doing an audit of our calendar activity for 2017 to make sure that events and tasks have been entered in accordance to the rules for our various areas of practice. Is there an easy way to view only 2017 entries in the calendar file?   Read More...


I want to be able to see a list of all tasks due in the next week. I know I can sort tasks by date, but is there a way to only show tasks due in the next seven days?   Read More...


If you mark clients as Inactive, you likely do not want to see them most of the time. In both Tabs3 Billing and PracticeMaster, you can use filters to include or exclude inactive clients.   Read More...


We have thousands of records in PracticeMaster, and our lists take a long time to filter. Is there any way to speed this up?   Read More...


After each year-end, I need to gather various information for each client we closed in the previous year. Is there a way to reduce my client list down to just those clients every year?   Read More...


What are expressions, and how can your firm use them to improve your day-to-day activities in PracticeMaster? An expression is a set of criteria you define that tells the software what records to display, and in some cases, how to display it. Filters are the most common expressions, but expressions can also be used in Report Writer reports, WorkFlows, Word Document Assembly, and Outlook Synchronization.   Read More...


Just what are indexes, and how can they help your firm? Well read on, dear readers, read on.   Read More...


Did you know that there are many ways in which you can filter your data in order to make it easier to find what you need?   Read More...


In a law firm, there can be an overwhelming amount of information to keep track of and work with – case information, contact information, upcoming meetings, research, e-mails, and documents galore. But there is hope! PracticeMaster can help make you more organized than you’ve ever been before. PracticeMaster provides the tools you need to manage it all.   Read More...


If you haven’t tried out QuickViews yet, you haven’t unlocked PracticeMaster’s full potential! PracticeMaster QuickViews provide a powerful way of organizing and finding information in PracticeMaster using the List tab. QuickViews combine a filter, column layout, and an index (default sort) into a tab at the top of the List tab.   Read More...