View / Print Full Newsletter

Q&A: PracticeMaster


I regularly need to use the same set of reports in PracticeMaster. Is there any way for me to organize them so they are quicker to locate?   Read More...


I want a list of my contact’s names and email addresses in an Excel spreadsheet. Is there an easy way to do this?   Read More...


I want to send an email to all the contacts that I select on the People tab of the client file. However, when I select Send Email from the Quick Clicks pane, the email is addressed to the Client Contact instead of the Matter Contact. Is there a way to send an email to these contacts via the People tab?   Read More...


We have a few custom fields in our email journal window. However, when we journal emails from Outlook, our custom fields are not shown in the journal window that comes up. Is there a way to access our custom fields when journaling emails from Outlook?   Read More...


Our firm enters a lot of tasks in the calendar. However, when we have multiple tasks due on the same day, it is difficult to determine what we should do first. Is there any way to prioritize tasks so that they are in the order in which they need to get done?   Read More...


PracticeMaster Q&A: Change Client ID

August 2019    Tags: , ,
No comments

I entered some fees under the wrong client. Now I need to move all of these fees to the right client and correct the rate and amounts. Is there an easy way to do this in PracticeMaster?   Read More...


PracticeMaster Q&A: QuickViews

August 2019    Tags: , ,
No comments

I have some column layouts and filters set up in the client file of PracticeMaster that I use to evaluate my criminal cases, as opposed to the rest of my matters. Is there a quick way to switch between these types of matters rather than having to find my filter and column layout in the Quick Clicks pane?   Read More...


When I open the Daily Calendar, I want to see my incomplete tasks or event reminders. Is this possible?   Read More...


We have a client that we have been working with for a long time. He has another matter for us, but his Client ID has maxed out at 402.99. Is there any way for me to extend the decimal side of his Client ID so we don’t have to create a new client number for this client?   Read More...


When running the PracticeMaster Conflict of Interest Search, sometimes I get a hit on a fee or cost, but it displays “This is a secure record” instead of the results. I checked one of the transactions, and the associated client is not a secure client. Why is this happening?   Read More...


In the Client file, is there any way to have a tab for just journaled emails?   Read More...


I have created a non-column report through PracticeMaster’s Report Writer for Birthdays that shows the client name and address in standard format as well as their date of birth to the right. However, for addresses that don’t have a second address line, there is a gap on my report. Is there a way for it to not print the space if there is nothing in Address Line 2?   Read More...


I use the Document Search function in PracticeMaster to look for desired content within our saved documents. But I don’t always find what I want, due to misspellings or words having different usages than I was expecting. Is there anything I can do to make my searches more complete?   Read More...


We only have a few generic document types that my predecessor set up. How can I add more document types of my own so that I can better organize records?   Read More...


Once I have started printing reports, how can I cancel the print job if I need to?   Read More...


We want some of our calendar codes to have a specific alarm time set. Is this possible?   Read More...


I accidentally closed the Home tab. Is there any way to bring it back up?   Read More...


We created a custom field in the Client file, but it isn’t included in the Conflict of Interest Search. Is there any way to include this new field?   Read More...


Is there any place in the software where I can see both my calendar and hours worked at the same time?   Read More...