KB Corner: Security Resources

June 2019    Tags: ,
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Making sure your data is secure is top priority. To help you with this, we have a resource that has everything you need in one place.   Read More...


A new look, faster processing time, and better reporting – Data File Integrity Check (DFIC) has been updated for Version 19!   Read More...


We use the People tab in the Client file to store information for witnesses. However, I have to create a People record every time I add a new witness to the Contact file. Is there any way to do that automatically?   Read More...


Do you want to get paid faster? Get paid quickly and securely by providing an online payment option to your clients!   Read More...


Quick Tip: Change Client ID

June 2019    Tags: , , ,
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In most data entry files, like the Journal, Document Management, and Calendar files, you can easily change the Client ID by opening a record and changing it or via the Change Client ID feature. However, before now, there wasn’t a way to change the Client ID for a fee or cost in PracticeMaster without deleting the record and starting over. We recently enhanced Version 19 (19.1.9.1136) so that you can now use the Change Client ID feature in the PracticeMaster Fee and Cost files!   Read More...