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...
In the Client file, is there any way to have a tab for just journaled emails? 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...
We journal emails to PracticeMaster from Outlook all the time. Is there a way to journal multiple emails at the same time? Read More...
Is your desk cluttered with sticky notes, miscellaneous pieces of paper, and phone messages? Clear your work area, consolidate your notes, and link them to the appropriate clients and contacts by using the PracticeMaster Journal file! Read More...
With PracticeMaster, you can use timers to track the time you spend on research, planning, correspondence, and more. However, if you don’t turn timers into fees, you may be missing out on valuable time that can be billed to your clients. Read More...
We journal e-mails from Outlook to PracticeMaster and we noticed several journal records that have the wrong Client ID. How can we change the Client ID field on all of these journal records? 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...
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...
Did you know that you can access your client’s billing summary, documents, journal records, and Area of Practice (AOP) files via Tabs3 Connect? Read More...
You may already know that you can securely download PracticeMaster linked files and e-mail attachments onto your Internet-enabled device through Tabs3 Connect, but you may not realize the full potential. Read More...
Did you know that you can quickly convert Journal, Calendar, and Document Management records into billable fees? Use the Convert to Fee option in PracticeMaster to convert e-mails, research records, timers, notes, meetings, tasks, documents, and more into fee records. Converting records into fees helps make sure your clients are being billed for the time you spend on their matters. Read More...
PracticeMaster provides integration with Microsoft® Outlook®, which is the standard for office e-mail. Read More...
Did you know that you can add the PracticeMaster Toolbar icons to the Quick Access Toolbar in Microsoft Office 2007 and later? Read More...
What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and cases with no activity in a specified time frame, which can help keep clients from slipping through the cracks. Read More...
You may work with multiple matters throughout the day, so how can you ensure that you are keeping an accurate account of how much time is spent on each task? Read More...
Did you know that you can add tabs to the Client file, Contact file, and Journal file that are specific to an Area of Practice, Contact Category, or Journal Type? These tabs are called Category Pages. Category Pages are a special type of page that is only shown in the Editor window when the selected client or record is associated with that category. You can use the Form Designer to design how the pages will look. Read More...
Need to jot something down about a matter after meeting with a client? Want to record information about a billable phone call? Find a great website that applies to a case that you don’t want to lose? All of these can be recorded and associated with the desired matter right away, even when you’re not at your computer. Read More...
