PracticeMaster allows you to make individual fields required in order to save a record. This is done though File Maintenance.
To make a field required
Keep the following in mind when making a field required:
You can go to a specific date when you’re in the Graphical Calendar or on the Dashboard tab of the Home page.
To go to a specific date
PracticeMaster includes a Windows Explorer toolbar plug-in that allows you to right-click a file in File Explorer and create a document management record for it. This is helpful when you need to create document management records for files created in an application that doesn’t have a PracticeMaster toolbar or when you need to create document management records for multiple documents.
To install the Windows Explorer Toolbar Plug-in
To create a document management record for a single document
To create document management records for multiple documents
You can easily journal multiple email messages using the Outlook Toolbar.
To journal multiple email messages
If you have multiple clients to journal emails for, repeat these steps for each matter.
Calendar codes let you specify multiple default values for calendar records, including a default alarm time. For example, you could have a calendar code for meetings with prospective clients that will display an alarm 30 minutes before the meeting. If you already use calendar codes, you can add an alarm time to any existing calendar codes that require alarms. You can also create new calendar codes for these calendar records.
To assign an alarm time to an existing calendar code
To create a new calendar code
Displaying the new files that this client can store data in is a setting that can be easily included via Configure Client Pages.
To include Area of Practice tabs in the Client file
This will add the additional tabs to the Client file for the Area of Practice that is assigned to the client.
PracticeMaster includes the option to add or remove words from the Exclude List.
To update the Conflict of Interest Exclude List
Note: Your changes to the Exclude List will not take effect until the search indexes have been rebuilt.
Caution: Removing common words from the Exclude List can greatly expand the number of invalid results in a Conflict of Interest Search.
Quick Alarms can be created without adding a calendar record. Simply enter an Alarm Time and Description, and save. Quick Alarms can only be created for the current day and the user creating it. Additionally, if PracticeMaster is closed on the workstation where the quick alarm was created, the Quick Alarm will be deleted.
To create a Quick Alarm
The History Tracking feature records the following information each time a record is changed in PracticeMaster:
To view the history of a record
Note: To use history tracking, it must be enabled in PracticeMaster Customization. Additionally, only fields with the Track History check box selected in File Maintenance will be tracked.
PracticeMaster provides one predefined holiday venue: Standard Holidays. This venue allows additional days to be added to it on a yearly basis.
To add days to the Standard Holidays Venue
Note: Only the six predefined holidays in the Standard Holidays venue are perpetual holidays. Any additional holidays must be defined for each year.
The Import Data Wizard allows you to import data into any PracticeMaster file, including new contacts.
To use the Import Data Wizard
Note: PracticeMaster requires a text file containing comma-separated values to import. If your spreadsheet is in another format, such as a XLS file, you can save the file as a CSV format using Microsoft Excel or a similar application.
You can use the File Definition Report to get detailed information about the fields and indexes included in a specific data file, including Area of Practice files.
To access the File Definition Report
For more information on interpreting the File Definition Report (and other PracticeMaster reports), see the PracticeMaster Report Pack.
When using the Convert to Fee option in PracticeMaster to create Fees from the PracticeMaster Timer (as well as Calendar, Document, and other Journal records), it uses the billing increment specified for the user.
To configure the Convert to Fee increment for Timer records
Each user who will be using the Convert to Fee option must perform these steps. Users can set increments for Calendar and Document Management records, as well as Email, Note, Phone, Research, and Timer Journal records. Additionally, users can configure the default Tcode or Task Codes, Timekeeper, and Description for converted records.
Each user can customize their calendar font settings via Calendar Properties.
To change the font in the PracticeMaster Calendar
PracticeMaster makes it easy to move all existing documents from the current storage location to a new location by changing the Document Store path. However, PracticeMaster will only move files in Document Management records that have the Automatically Manage Document option selected. Other linked documents in any PracticeMaster record (using a File field type) or unmanaged Document Management records will not be affected.
Tip: To check if there are any Document Management records that are not set to be automatically managed, you can create a filter of “Manage_SW is False” on the List tab of the Document Management window.
To change the Document Store location
If any other codes are included on the Verify Documents Error Report, verify that the Document Management record is correctly set to manage the document, and then re-run the Verify Documents utility (in the Quick Launch, search for and select “Verify Documents”). If the error persists, contact Tabs3 Support for additional assistance.
Link text in the Comments field of the Calendar File (or any other Memo type field) will be clickable if it is in the correct format. Include the full URL, starting with “http:”, “https:”, or “www.” with the link text.
Alternatively, you can add a Web Page type field to the Calendar File to store these links. This field type allows you to add a clickable link to the calendar.
To add a Web Page field to the Calendar File
You can now add the new field to the Calendar file via Form Designer. Form Designer can be accessed while on the List tab of any file via Edit | Form Designer.
The Replicate feature is available in many areas of PracticeMaster. This function creates a copy of the currently selected record and then prompts you for any required information (such as a Client ID or Record Type).
To replicate a record
For more information on the Replicate feature, as well as limitations, open the PracticeMaster Help (Press F1) and enter “Replicate” on the Index tab.
You can use the Merge Contacts function to combine the contacts, selecting which information to keep from each record.
To merge two contacts
For more information on the Merge Contact utility refer to the Knowledge Base Article R11396, “Merge Contacts Program Simplifies Contact Cleanup.”
There are multiple ways to prevent PracticeMaster contacts from synchronizing to Outlook. The simplest method is to select the Do Not Sync check box on the contact record.
To prevent a contact from syncing with Outlook
In addition to this method, you can also filter contacts by timekeeper, category, or using a custom filter. See Knowledge Base Article R11488, “Controlling Which Contacts Synchronize Between Outlook and PracticeMaster,” for more information on these additional methods.
You can create a custom index to be used in the Task List via File Maintenance.
To create a custom index for the Task List
You can now select this index for the Task List in Calendar Properties.
The font, font style, and font size can be changed for the Daily, Weekly, and Monthly Calendar via Calendar Properties.
To change the font of the Daily Calendar
When linking is enabled on the PracticeMaster toolbar in Outlook, the email and the journal record in PracticeMaster are linked. This means that after you create a journal, calendar, or fee record from an email in Outlook, clicking the Journal, Calendar, or Fee button on the toolbar again will open the record you created in PracticeMaster instead of creating a new record. By default, linking is enabled.
To configure the default behavior for Record Linking on
For more information regarding the Outlook Toolbar Plug-in, see Knowledge Base Article R11516, “Configuring the PracticeMaster Outlook Plug-in.”