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Q&A: PracticeMaster


An attorney at the firm likes the look and function of a Report Writer report I created for another attorney's clients and requested I make her a report that lists her clients. Is there a way I can duplicate the original report I made and edit it, or do I have to start from scratch?   Read More...


PracticeMaster Q&A: Making Fields Required

December 2021    Tags:
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We added a new field to our Client file that needs to be filled in, but some of our employees keep forgetting it. Is there a way we can prevent the field from being left blank?   Read More...


Users at our firm create multiple task records in PracticeMaster for the same day. Is there a way that PracticeMaster can prioritize the tasks?   Read More...


PracticeMaster Q&A: Go To Date

October 2021    Tags: ,
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Is there a way to enter a specific date to see what events or tasks have been entered on the calendar?   Read More...


We’re just getting started with Document Management and have a lot of documents. Is there an easy way to add our documents to PracticeMaster?   Read More...


When accessing the Daily Calendar I only see three All-Day Activities in the All Day section whereas my co-worker said that she could see more. How can I adjust this?   Read More...


I recently began journaling emails from clients into PracticeMaster. I have a large number of emails from a specific client that I want to journal, but don’t have time to journal each one individually. Is there a way to journal multiple emails at once?   Read More...


PracticeMaster Q&A: Task List

June 2021    Tags: ,
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While in the Task List, I noticed that my Task List is titled Completed Task List, whereas one of my coworker's is titled Overdue Task List. Why is this?   Read More...


Is there any way to create an alarm without having to create an actual calendar record?   Read More...


I have assigned my client an Area of Practice. How can I get the additional Area of Practice pages to show when looking at my clients?   Read More...


PracticeMaster Q&A: Search List

April 2021    Tags: , ,
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I want to use the Search Box in the Calendar file to search for a word in a specific field but the field is not available in the list. Is there a way to add the field I want to search?   Read More...


We created a field in the contact file that we also want to show in the client file. Is there a way to do this so that we don't have to enter the information twice?   Read More...