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Tag: PracticeMaster


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...


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...


Tabs3 version 19 has been released, and there are many great new features!   Read More...


Have you ever wanted to change the size of the windows, menus, page tabs, lists, and messages in the software? How about changing the font face and size on your PracticeMaster forms? Version 19 introduces a new, larger default font in the software and allows you more control over font via new customization options.   Read More...


We wanted you to know that our family of products has grown – we recently acquired CosmoLex!   Read More...


Spotlight: Matter Manager

November 2018    Tags: , ,
One Comment

Do you use Matter Manager? Matter Manager presents client and contact information in one easy-to-read window. Emails, phone calls, client notes, documents, and more are organized so that you can see exactly what has been done for the matter and when.   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...


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...


Did you know that you can press Ctrl+Shift+F to open the Fee file and Ctrl+M to open the Matter Manager or Client Manager? Most people are aware of standard keystrokes, such as Ctrl+S to Save, Ctrl+C to Copy, Ctrl+V to Paste, etc. However, there are many more shortcuts to help save time in Tabs3 and PracticeMaster without your hands leaving the keyboard!   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...


Resetting users incorrectly can be a costly practice in terms of lost time and productivity. It is important to realize the risks involved when users reset other users.   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 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...