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Tag: Outlook Integration


What are expressions, and how can your firm use them to improve your day-to-day activities? An expression is a set of criteria you define that tells the software what records to display, and in some cases, how to display it. Filters are the most common expressions, but expressions can also be used in Report Writer reports, WorkFlows, Word Document Assembly, and Outlook Synchronization.   Read More...


The Microsoft 365 Exchange Connector has been enhanced in PracticeMaster Version 2023 so recurring events created in Outlook will synchronize with the PracticeMaster calendar.   Read More...


We recently began journaling emails from clients into PracticeMaster. I have a large number of them from a specific client, and adding them one at a time will take longer than I’d like. Is there a way to journal multiple emails at one time?   Read More...


Version 2023 has some great new features to check out!   Read More...


Did you know that PracticeMaster integrates with several third-party programs such as Microsoft Outlook and Word?   Read More...