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Tag: Outlook Integration


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'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...


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...


I want a reminder to be shown a week prior to my hearings in addition to the alarm I have set on the record. However, I also want the reminder to synchronize to my Outlook calendar. How can I accomplish this?   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’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...


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 new user that is creating fee records from Outlook e-mails. When she converts an e-mail to a fee, the default Timekeeper is inactive and she has to change it every time. How can we change the default timekeeper when converting e-mails to fees?   Read More...


I entered a calendar record in Outlook for myself and another attorney. When I checked PracticeMaster, it was on my calendar but not on the other attorney’s calendar. Why would it show on one but not the other?   Read More...


I want to create a journal record in PracticeMaster for every e-mail that I send. How can I accomplish this automatically?   Read More...


We have an e-mail that was saved in PracticeMaster and then deleted from Outlook. We can’t recover it in Outlook, but we need to respond to the e-mail. Is there a way to reply from the record in PracticeMaster, or do I need to manually recreate the message?   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...


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...


Our firm wants to migrate from our local Microsoft Exchange server to a hosted Exchange server. Will PracticeMaster integrate with a hosted Exchange server? If so, is there anything I should be aware of before migrating?   Read More...


Whenever I send an e-mail from Microsoft Outlook, I have to go into my Sent Items folder to journal it in PracticeMaster, and then move it to a different folder so I know it has been journaled. Is there any way I can journal outgoing messages automatically?   Read More...


We provide many resources for information on Tabs3 and PracticeMaster software which includes white papers. What are white papers? Tabs3 white papers are informative articles used to promote or highlight certain features of Tabs3 software.   Read More...


Microsoft® Outlook® can help manage your e-mail, your contacts, and your calendar records, but PracticeMaster manages your entire practice – for your entire firm.   Read More...


PracticeMaster provides integration with Microsoft® Outlook®, which is the standard for office e-mail.   Read More...


Did you know that you can add the PracticeMaster Toolbar icons to the Quick Access Toolbar in Microsoft Office 2007 and later?   Read More...