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Q&A: PracticeMaster


In the last few years, several attorneys have left the firm. These attorneys were included in several groups that we use for calendaring, and we want to remove them. Does PracticeMaster have a report that shows which User IDs belong to which groups?   Read More...


I noticed a coworker viewing their timer records in a calendar view similar to the Daily Calendar. They were able to see the client information and description for each timer record as well. How do I access this feature?   Read More...


We have multiple contact categories that we want to combine. We also have some old contact categories that we want to remove. Is there a way to do this?   Read More...


I created a filter to only display my own Journal records. However, it is really slow. Is there any way to speed up the filtering process?   Read More...


While in PracticeMaster, I received a message and accidentally selected the “Do Not Show Again” check box. Is there any way to get the message back in case I need to select a different option next time?   Read More...


The address for one of our contacts in PracticeMaster keeps changing from Business to Home. Is there a way I can see who is changing the address?   Read More...


Is there any way that I can export my email journal records in an Outlook format?   Read More...


We have recently started to require that employees check out documents through Document Management records. The process is working well, but some users are forgetting to check documents back in when they are done with them. Is there an easy way to remind users that they have checked out documents after a few days?   Read More...


Rebuilding our Conflict of Interest takes a while to complete. Is there any way to automate this process or run while other people are in the system?   Read More...


PracticeMaster Q&A: Using the SnapShot

February 2020    Tags:
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When I’m in PracticeMaster’s Client file, I want a way to get a quick look at the standard client information without having to open each client individually. Is there any way to do this without running a report?   Read More...


PracticeMaster Q&A: Calendar Font Size

February 2020    Tags: ,
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Is there any way to increase the font size in the Weekly Calendar?   Read More...


I sometimes miss eNotes because the eNote window is behind other open windows. Is there a way to force the eNote window to the front so that I don’t miss them?   Read More...


I sometimes have a lot of incomplete tasks in my Task List. I want to be able to sort them, but the field I want to sort by isn’t shown. How can I add another column to the Task List?   Read More...


PracticeMaster Q&A: Merge Contacts

December 2019    Tags: ,
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We needed to update information for a few of our contacts. However, the person making the changes created new contacts instead of updating the existing ones. Is there an easy way for me to clean up the duplicate contacts?   Read More...


We rely heavily upon the PracticeMaster calendar, and there are times when events get added or meeting times are moved at the last minute. Is there a way in the software to alert attendees to these changes?   Read More...


We are going to be implementing Contact integration with Outlook. However, we have certain contacts that we don’t want to be sent to Outlook. Is there a way to exclude these from being synchronized?   Read More...