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Tag: System Configuration


At our office, our User IDs are based on our first initial and last name. Someone at our office recently got married and wants their User ID updated accordingly. However, we mistakenly created a new User ID with their new name instead of changing the existing one. As a result, they have Calendar entries in PracticeMaster belonging to both versions of their name. Is there a way to merge those?   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...


I need to prevent my billing staff from making edits to our e-mail templates. Is there a way to accomplish this?   Read More...


We have reorganized our firm, and some users are showing up in new calendar records when selecting group to which they no longer belong. How can I get a list of the users belonging to each group so I know which groups we need to edit?   Read More...


One of our employees got married and we need to change her User ID on all of her Calendar Entries. Is there an easy way to do this?   Read More...


System Configuration isn’t a program you work in everyday like Tabs3 Billing, but is geared toward setting up certain features of the software. So what settings are controlled in System Configuration, and how do you access it?   Read More...


Firm information can change for many reasons, such as when you move, add partners, or the firm splits. Updating the software with your new information is important so that your firm is accurately represented on statements, checks, and more.   Read More...


Are you using groups for calendaring, or do you enter each user individually in the record?   Read More...