We recently began journaling emails from clients into PracticeMaster. I have a large number of them from a specific client, and adding them one at a time will take longer than I’d like. Is there a way to journal multiple emails at one time? Read More...
Some people in our office tend to forget to assign alarms when creating calendar records in PracticeMaster. Is there a way to set a default alarm to certain types of calendar records? Read More...
I have assigned a client's matter to an Area of Practice. How do I show the additional Area of Practice pages when looking at my clients? Read More...
We use the Conflict of Interest Search feature extensively, but we noticed some words are being excluded that need to be searchable. Is there a way to edit the list of excluded words? Read More...
Is there any way to create an alarm without having to create a calendar record? Read More...
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...
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...
