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Q&A: PracticeMaster


PracticeMaster Q&A: History Tracking

April 2023    Tags:
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We believe some records were changed that we didn’t want to be changed. Is there a way to see who has made changes in PracticeMaster?   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...


PracticeMaster Q&A: Import Data Wizard

February 2023    Tags: ,
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We received a spreadsheet of potential related parties for a case. Can we import these as contacts into PracticeMaster?   Read More...


I need to determine if a field in the Client file is configured for conflict of interest searching. Is there a way to do this without getting everyone out of the software to open File Maintenance?   Read More...


For the new year, we are updating our billing to be a minimum of a quarter-hour. Can we configure the PracticeMaster Timer to round to these values?   Read More...


My workstation was recently upgraded to a higher resolution display. Is there a way to increase the font size in the calendar to make it more readable?   Read More...


We need to move the files for our Document Management records to a bigger hard drive. Can PracticeMaster do this for us?   Read More...


PracticeMaster Q&A: Link to Website

September 2022    Tags: ,
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Many of our meetings take place on Zoom (or another online meeting service). Is there a way to place a link in the Calendar File and make it clickable?   Read More...


We sometimes have text that needs to be entered for more than one matter. Is there an easy way to do this?   Read More...


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...