We have a field that always needs to be filled in when a new matter is added in PracticeMaster. Is there a way to force users to populate the field before saving? Read More...
Is there a way to enter a specific date to see what events or tasks have been entered on the calendar? Read More...
Is there an easy way to create document management records for files directly from File Explorer? Read More...
We recently began journaling emails from clients into PracticeMaster. I have a large number of them from a specific client, and adding them one at a time will take longer than I’d like. Is there a way to journal multiple emails at one time? Read More...
Some people in our office tend to forget to assign alarms when creating calendar records in PracticeMaster. Is there a way to set a default alarm to certain types of calendar records? Read More...
I have assigned a client's matter to an Area of Practice. How do I show the additional Area of Practice pages when looking at my clients? Read More...
We use the Conflict of Interest Search feature extensively, but we noticed some words are being excluded that need to be searchable. Is there a way to edit the list of excluded words? Read More...
Is there any way to create an alarm without having to create a calendar record? Read More...
We believe some records were changed that we didn’t want to be changed. Is there a way to see who has made changes in PracticeMaster? Read More...
