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Q&A: PracticeMaster


I need to track additional time on a timer record that has already been processed. How can I accomplish this?   Read More...


PracticeMaster Q&A: Missing Task List

December 2020    Tags: ,
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When I open the Weekly Calendar in PracticeMaster, all I see is the Event Calendar. Where did my tasks go?   Read More...


We have an email that was saved in PracticeMaster but then deleted from Outlook. We are unable to recover the actual email, but we do need to respond. Is there a way to reply from the record in PracticeMaster?   Read More...


I want to track which contacts should receive gifts and/or cards. Is there an easy way to do this?   Read More...


A coworker has additional tabs in the Contact file that show them the calendar records for that contact and which clients the contact is associated with. How can I add those tabs to my view of the Contact file?   Read More...


I have been put in charge of configuring all users to synchronize PracticeMaster with Outlook. Some users are already configured but I don't have a list of who is and who isn’t. Is there an easy way to see who is already configured to synchronize PracticeMaster and Outlook without logging in as each user?   Read More...


My coworker showed me how she can “resize” calendar records in the Daily Calendar to make them longer or shorter. However, I am not able to do the same thing on my computer. Why is this?   Read More...


I added a new employee to a group in System Configuration. New records I add for the group include her, but she is not included in the existing calendar records for that group. Is there an easy way to add her to existing records?   Read More...


We want to create a new field in our Client file for a referral source. We want the field to use a drop-down list and to be limited to the options on this drop-down list. Is there a way to accomplish this?   Read More...


I view the Daily Calendar for a group of users, and when multiple members are part of the same event, it displays a separate record for each user. Is there a way to show only one instance of the record?   Read More...


We use the Document Management feature in PracticeMaster and we noticed that some documents are assigned to differing but similar document types. We are concerned that there are several similar document types for the same thing. Is there a way to print a list of all the document types we have in PracticeMaster?   Read More...


I am often added to calendar records created by others in the office. However, it can take a while for these records to be shown on my calendar. Why is this?   Read More...


We need to charge the same cost to multiple matters with the same description and amount.  Is there a way to enter the cost one time and then just copy it to another matter?   Read More...


I created a Report Writer report for a specific attorney that provides a list of the active clients for which they are the Primary Timekeeper. Other attorneys would also like to use this report, but I don't want to have to edit the report each time a different attorney wants to run it. Is there any way to have the report prompt for the timekeeper number and generate results based on that?   Read More...


When sending emails to my clients, I used to get prompted for the details of the journal record in PracticeMaster. However, I am no longer prompted, and my emails are not being journaled. How do I turn that back on?   Read More...