If you need to find data in PracticeMaster based on just a word or phrase, we have you covered! There are several ways to search in PracticeMaster to find what you need.   Read More...


In a law firm, there can be an overwhelming amount of information to manage – matter information, contact information, upcoming meetings, research, emails, and documents galore. But there is hope! PracticeMaster can help make you more organized than you’ve ever been before. PracticeMaster provides the tools you need to manage it all.   Read More...


I need to find out which contacts were involved with a specific client matter. Is there a report that provides this information?   Read More...


Did you know that you can add tabs to the Client, Contact, and Journal files that are specific to an Area of Practice, Contact Category, or Journal Type?   Read More...


We have multiple contact categories that we want to combine. We also have some old contact categories that we want to remove. Is there a way to do this?   Read More...


PracticeMaster Q&A: Merge Contacts

December 2019    Tags: ,
No comments

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: , ,
No comments

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...