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Q&A: PracticeMaster


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...


We just purchased a license of PracticeMaster and started using it. However, we noticed that the Recap of Hours in PracticeMaster has fewer hours than the Recap of Hours in Tabs3 Billing. Why is this?   Read More...


Is there a way to change the sound notification on my PracticeMaster alarms?   Read More...


We want to add some holidays that our firm observes to the predefined holiday calendar in PracticeMaster. How can we accomplish this?   Read More...