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Q&A: PracticeMaster


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...


Our firm has recently started synchronizing contacts with Outlook. How can we prevent specific PracticeMaster contacts from synchronizing to Outlook?   Read More...


On the Task List tab of Calendar Properties, I see that you can select an Index to use for sorting, but I only have a few options. Can I create a custom index to use for sorting the task list?   Read More...


Is there a way to increase the font in the Daily Calendar?   Read More...


How can I avoid journaling the same email in Outlook twice?   Read More...


PracticeMaster Q&A: User Event Colors

February 2022    Tags: , ,
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Is there any way to set up my Daily Calendar to display colored events and tasks based on the user?   Read More...


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...