PracticeMaster Q&A: Calendar Maintenance

April 2020    Tags: , ,

In the last few years, several attorneys have left the firm. These attorneys were included in several groups that we use for calendaring, and we want to remove them. Does PracticeMaster have a report that shows which User IDs belong to which groups?

Calendar Groups are maintained in System Configuration. You can print out a Group List that includes all groups and the users that belong to them.

To print a Group List in System Configuration

  1. From the Reports menu, select Group List.
  2. Select the desired printer then click OK or Preview.

Now that you have the Group List, you can remove attorneys from the necessary group.

To remove a user from a group in System Configuration

  1. From the File menu, point to Open and select Group.
  2. Select the desired Group ID.
  3. In the Users in the Group section, clear the check mark next to each user you want to exclude from the selected group.
  4. Press Ctrl+S.
  5. Repeat steps 2-4 for each group from which you want to remove users.
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