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Tag: PracticeMaster


What are indexes, and how can they help your firm? The indexes in PracticeMaster control the order in which records are displayed on the List tab of each file. There are two types of indexes: temporary and permanent.   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...


When I open the Daily Calendar, I want to see my incomplete tasks or event reminders. Is this possible?   Read More...


We have a client that we have been working with for a long time. He has another matter for us, but his Client ID has maxed out at 402.99. Is there any way for me to extend the decimal side of his Client ID so we don’t have to create a new client number for this client?   Read More...


We use the People tab in the Client file to store information for witnesses. However, I have to create a People record every time I add a new witness to the Contact file. Is there any way to do that automatically?   Read More...


Quick Tip: Change Client ID

June 2019    Tags: , , ,
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In most data entry files, like the Journal, Document Management, and Calendar files, you can easily change the Client ID by opening a record and changing it or via the Change Client ID feature. However, before now, there wasn’t a way to change the Client ID for a fee or cost in PracticeMaster without deleting the record and starting over. We recently enhanced Version 19 (19.1.9.1136) so that you can now use the Change Client ID feature in the PracticeMaster Fee and Cost files!   Read More...


When running the PracticeMaster Conflict of Interest Search, sometimes I get a hit on a fee or cost, but it displays “This is a secure record” instead of the results. I checked one of the transactions, and the associated client is not a secure client. Why is this happening?   Read More...


In the Client file, is there any way to have a tab for just journaled emails?   Read More...


I have created a non-column report through PracticeMaster’s Report Writer for Birthdays that shows the client name and address in standard format as well as their date of birth to the right. However, for addresses that don’t have a second address line, there is a gap on my report. Is there a way for it to not print the space if there is nothing in Address Line 2?   Read More...


I use the Document Search function in PracticeMaster to look for desired content within our saved documents. But I don’t always find what I want, due to misspellings or words having different usages than I was expecting. Is there anything I can do to make my searches more complete?   Read More...


We only have a few generic document types that my predecessor set up. How can I add more document types of my own so that I can better organize records?   Read More...


Version 19 has just improved how you look at your worked hours. In both Tabs3 and PracticeMaster, a new graphical Recap of Hours replaces the Fee Recap window. The Recap of Hours has also been added to Tabs3 Connect.   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...


Once I have started printing reports, how can I cancel the print job if I need to?   Read More...


We want some of our calendar codes to have a specific alarm time set. Is this possible?   Read More...


Did you know that software updates are included with maintenance at no additional charge? Our maintenance plan is best known for its first class technical support; however, there are more benefits to having maintenance!   Read More...


Ethics are an integral part of any business, but in the field of law they are especially important. Tabs3 and PracticeMaster work to ensure that your firm has the tools to maintain ethical walls in order to protect your clients and cases.   Read More...


Spotlight: Quick Clicks

April 2019    Tags: ,
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Are you taking full advantage of the PracticeMaster Quick Clicks Pane? The Quick Clicks pane provides single-click access to a variety of features that will help you navigate your data files, including many of your common activities.   Read More...


We have several WorkFlows we’ve created, but some of them seem to trigger more frequently than we’d like. Is there any way we could make the WorkFlows run with more specific criteria?   Read More...