PracticeMaster Q&A: Using the SnapShot

February 2020    Tags: PracticeMaster

When I’m in PracticeMaster’s Client file, I want a way to get a quick look at the standard client information without having to open each client individually. Is there any way to do this without running a report?

PracticeMaster includes an optional SnapShot view that displays certain information in an easy to view format. The SnapShot can be positioned either at the right or bottom of the file.

To enable the SnapShot in the Client file

1. From the File menu, point to Open and select Client.
2. Right-click in the List tab, point to SnapShot, and then select a position of Right or Bottom.
3. Optionally drag the divider left/right or up/down to change the size of the SnapShot.

Note: The SnapShot is available in all PracticeMaster files (e.g., Fee, Journal, Document Management, etc.).