We use the People tab in the Client file to store information for witnesses. However, I have to create a People record every time I add a new witness to the Contact file. Is there any way to do that automatically? Read More...
Do you want to get paid faster? Get paid quickly and securely by providing an online payment option to your clients! Read More...
In most data entry files, like the Journal, Document Management, and Calendar files, you can easily change the Client ID by opening a record and changing it or via the Change Client ID feature. However, before now, there wasn’t a way to change the Client ID for a fee or cost in PracticeMaster without deleting the record and starting over. We recently enhanced Version 19 (19.1.9.1136) so that you can now use the Change Client ID feature in the PracticeMaster Fee and Cost files! Read More...
Not all software companies are the same. There are many companies that release new versions of their software with minimal testing. Some companies may not even have a department that does formal testing of software enhancements, and instead rely on their customers to report any problems. Tabs3 and PracticeMaster software is different. Read More...
My firm currently has an on-site Exchange Server that needs to be updated. Instead of replacing it, we're considering migrating to a Hosted Exchange server and possibly purchasing an Office 365 license. Does PracticeMaster integrate with these products? If so, does our IT need to do anything special for PracticeMaster when migrating to a hosted Exchange environment? Read More...
Have you customized the My Actions page on the Home tab yet? My Actions can be customized to only show the features you use the most, providing quick access to everything you use on a regular basis. If you’re not yet familiar with using or customizing My Actions, let us show you how easy it is! Read More...
