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Tag: PracticeMaster


Did you know that PracticeMaster has a new dashboard in Version 19? The dashboard makes it easy to see your calendar for the day, your upcoming tasks, and a quick recap of the time you entered.   Read More...


I use Word Document Assembly to assemble forms for my business clients. After I save the forms to PracticeMaster as documents, I always create a fee for certain hours and amount values based on the template I’m assembling (defined by Document Type) and write an email to the client. Is there a way for PracticeMaster to automate some of this for me?   Read More...


I was checking my worked hours for November in PracticeMaster and the numbers seemed really low. I looked in Tabs3 and there were a lot more hours there. Why doesn’t my Recap of Hours graph match Tabs3?   Read More...


PracticeMaster Q&A: Setting Quick Alarms

February 2019    Tags: ,
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I like using the alarms feature in the PracticeMaster Calendar. However, sometimes there are smaller same day events that I want to create alarms for but I don’t want to create a calendar record for it. Is there a way to create an alarm without creating a calendar record?   Read More...


I love seeing the Recap of Hours on the new PracticeMaster dashboard, but is there any way to print the Recap of Hours?   Read More...


I have a Calendar Plan Template set up that I use quite often. One of the Calendar entries requires the Location field be filled in, but not always with the same value. Since the rest of the entry is already prepared, is there an easy way to fill in a manual value other than having to stop the process?   Read More...


We created a custom report in Report Writer and want to draw more attention to a specific field when the report is run. Is there any way to make this field bold?   Read More...


What if you had a place in Tabs3 and PracticeMaster that allowed you to add icons for your choice of features in the software, and to also have the option of putting them into groups? In Version 19, you can!   Read More...


Sometimes I need to email several documents from the Document Store in PracticeMaster to someone. Is there an easy way to add multiple managed documents to an email?   Read More...


Wondering what all the fuss is over the new look of Version 19, but don’t have time to read up on it? It takes less than two minutes to watch it in action.   Read More...


Did you know that there are several files throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records.   Read More...


We frequently use the Alarm setting on our Calendar entries. If I have a task in the Calendar that is to be attended by two other colleagues, and one of us clears the alarm, does that also clear the alarm for the other users?   Read More...


We use a lot of custom forms and we just hit the limit for the number of fields we can add to the Client file. Is there any way to increase this limit?   Read More...


I want to make a year-end backup of my data. I found the backup within the software, but I’m uncertain as to what exactly is being backed up and where. Is this backup sufficient for my needs?   Read More...


If you’ve updated to Version 19, then you’re familiar with the new look. But did you know that you can customize it?   Read More...


I love the way the Calendar Plans work, but I’d also like to have a new Task record created with an appropriate Due Date based on when the previous Task was completed. For example, after I send the check to the filing clerk, I need a task to confirm I’ve received the file marked petition from the clerk.   Read More...


Do you sometimes forget how to access programs or reports in the software that you only use occasionally? Use the Quick Launch in Version 19 to find what you need!   Read More...