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...