I love the way the Calendar Plans work, but I’d also like to have a new Task record created with an appropriate Due Date based on when the previous Task was completed. For example, after I send the check to the filing clerk, I need a task to confirm I’ve received the file marked petition from the clerk. Read More...
I've created several custom fields in my Calendar and Contact files (e.g., Docket No.). Is there a way I can get the new fields to sync over to Outlook? Read More...
You may already be set up to synchronize your calendar and contacts between PracticeMaster and Microsoft Outlook via your Exchange server, but using the Platinum Exchange Connector has so many more great benefits! Read More...
I want a reminder to be shown a week prior to my hearings in addition to the alarm I have set on the record. However, I also want the reminder to synchronize to my Outlook calendar. How can I accomplish this? Read More...
We’ve had several calendar records come up missing in both PracticeMaster and Outlook. We believe the entries were deleted sometime yesterday. Is there an easy way to find out what those records were so we can add them back into PracticeMaster if necessary? Read More...
I synchronize PracticeMaster with Outlook, and I occasionally see the message “Outlook Synchronization Suspended” in the status bar. Why would this message be displayed? Read More...
Do you manually add every calendar record individually for events that repeat on a regular basis? Save time by using PracticeMaster’s Recurring Dates feature! Read More...
When we create Calendar records for matters, we like to have the Primary Timekeeper listed in the Description field to indicate who’s leading the meeting. Is there a way to have that information automatically added so users don’t have to check the Client file to find out who the Primary Timekeeper is? Read More...
I entered a calendar record in Outlook for myself and another attorney. When I checked PracticeMaster, it was on my calendar but not on the other attorney’s calendar. Why would it show on one but not the other? Read More...
Did you know that there are multiple calendar reports that can be printed in PracticeMaster? Different reports provide different ways to view your calendar entries and print them. Read More...
Did you know that you can convert calendar, e-mail, note, phone, research, timer, and document records into fees? This allows you to easily bill your client for the time spent on their matter. Read More...
System Configuration isn’t a program you work in everyday like Tabs3 Billing, but is geared toward setting up certain features of the software. So what settings are controlled in System Configuration, and how do you access it? Read More...
We have a new employee starting and we need to add her to hundreds of existing Calendar entries. Is there an easy way to accomplish this so that I don’t have to open each calendar record and edit them individually? Read More...
