PracticeMaster Q&A: Merge Contacts

December 2019    Tags: ,
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We needed to update information for a few of our contacts. However, the person making the changes created new contacts instead of updating the existing ones. Is there an easy way for me to clean up the duplicate contacts?   Read More...


We are going to be implementing Contact integration with Outlook. However, we have certain contacts that we don’t want to be sent to Outlook. Is there a way to exclude these from being synchronized?   Read More...


When I’m journaling emails from Outlook, the Client and Contact fields sometimes populate a value and sometimes don’t. What determines when those will have a default value or not?   Read More...


I want a list of my contact’s names and email addresses in an Excel spreadsheet. Is there an easy way to do this?   Read More...


I want to send an email to all the contacts that I select on the People tab of the client file. However, when I select Send Email from the Quick Clicks pane, the email is addressed to the Client Contact instead of the Matter Contact. Is there a way to send an email to these contacts via the People tab?   Read More...


I just discovered that there is a misspelling on a contact's last name. In the contact record, I am able to change the Full Name field to the correct spelling; however, I am unable to change the Contact ID. How can I correct this?   Read More...


Billing Q&A: Duplicate Contact IDs

December 2018    Tags: , ,
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We recently retained a new client whose name is the same as another of our established clients. When we try to create a new client file for them, entering their name pulls up the client we already have. How can we enter our new client separately?   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...


I know that I can synchronize only my PracticeMaster contacts with Outlook by specifying a User Filter via the Outlook Synchronization Settings. However, is there a way I can add my User ID into the User/Group field of all the contact records for my clients all at once?   Read More...


We have created a few custom fields in the Contact file that we want to display as columns when accessing the file. Is this possible?   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’m getting ready to configure contact integration with Outlook so I can sync my PracticeMaster contacts to my phone. However, I don’t want my private Outlook contacts syncing to PracticeMaster, nor do I want all of the contacts in PracticeMaster to sync to my phone, just the ones applicable to me. How can I accomplish this?   Read More...


We created a new field in the Contact file. However, we also want this new field’s information to be displayed in the Client file when the associated contact is selected as the Client Name.  Is there a way to do this without having to reenter the information in both places?   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...


We have a contact who is being assigned to one of our clients. Is there a report that will show if this contact has also been associated with other cases?   Read More...


My coworker can see all of the calendar records for a contact in the Contact file, but I don’t have the Calendar tab like she does. How can I add the Calendar tab to my contact list?   Read More...