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Tag: Outlook Integration


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...


We have a few custom fields in our email journal window. However, when we journal emails from Outlook, our custom fields are not shown in the journal window that comes up. Is there a way to access our custom fields when journaling emails from Outlook?   Read More...


Whenever I make changes in Outlook to my calendar items that have synchronized from PracticeMaster, the changes never go back to PracticeMaster. Should they sync?   Read More...


My firm currently has an on-site Exchange Server that needs to be updated. Instead of replacing it, we're considering migrating to a Hosted Exchange server and possibly purchasing an Office 365 license. Does PracticeMaster integrate with these products? If so, does our IT need to do anything special for PracticeMaster when migrating to a hosted Exchange environment?   Read More...


Did you know that PracticeMaster integrates with several third-party programs? This integration provides the ability to add emails to PracticeMaster as Journal records and documents as Document Management records. Fee and Calendar records can be also be added or edited.   Read More...


I normally only create PracticeMaster records for a single matter per Outlook email, but occasionally an email will apply to more than one matter. However, when I try to journal the email a second time, it opens the original journal record instead. Is there a way I can journal a single email to multiple matters?   Read More...


Sometimes I need to email several documents from the Document Store in PracticeMaster to someone. Is there an easy way to add multiple managed documents to an email?   Read More...


We journal emails to PracticeMaster from Outlook all the time. Is there a way to journal multiple emails at the same time?   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’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...


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...


I am trying to confirm that each PracticeMaster user has Outlook Synchronization configured. So far, I have been going to each user’s workstation to confirm these settings. Is there a quicker way to check these settings for all users?   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...


We have a new user that is creating fee records from Outlook e-mails. When she converts an e-mail to a fee, the default Timekeeper is inactive and she has to change it every time. How can we change the default timekeeper when converting e-mails to fees?   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...


I want to create a journal record in PracticeMaster for every e-mail that I send. How can I accomplish this automatically?   Read More...


We have an e-mail that was saved in PracticeMaster and then deleted from Outlook. We can’t recover it in Outlook, but we need to respond to the e-mail. Is there a way to reply from the record in PracticeMaster, or do I need to manually recreate the message?   Read More...