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Q&A: PracticeMaster


I can only see a few hours of my day in the Daily Calendar without requiring me to scroll up and down. Is there a setting that I can adjust so that I can see more of the day?   Read More...


I consistently have a large number of tabs open in PracticeMaster. Is there a way I can close all of the tabs at once without having to close the software and log back in?   Read More...


When using the Search box in the Client file, I click the Fields button so that I can search a specific field; however, the field I want is not listed. Why is this?   Read More...


PracticeMaster Q&A: Event Colors

October 2019    Tags: , ,
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We use event colors to make it easy to distinguish between each user’s calendar events. However, although other users’ calendars show the user colors, mine appears to be based on something else. How can I fix this?   Read More...


PracticeMaster window. Is there a way to have PracticeMaster displayed in front of the timer window instead?   Read More...


PracticeMaster Q&A: Enable History Tracking

October 2019    Tags:
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The Work Description on one of our clients keeps getting changed. Is there a way to track down who is making these changes?   Read More...


PracticeMaster Q&A: Increasing Row Height

October 2019    Tags:
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On the List tab of the Journal file, we only see a little bit of the Description. Is there any way to change the height of the rows so that we can see more of the Description field?   Read More...


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: , ,
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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: , ,
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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...