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Tag: PracticeMaster


PracticeMaster provides integration with Microsoft® Outlook®, which is the standard for office email.   Read More...


Did you know that you can choose whether or not to print the initials of the user who runs a report on the left side of the footer?   Read More...


I can only see a few hours of my day in the Daily Calendar without requiring me to scroll up and down. Is there a setting that I can adjust so that I can see more of the day?   Read More...


I consistently have a large number of tabs open in PracticeMaster. Is there a way I can close all of the tabs at once without having to close the software and log back in?   Read More...


You access sensitive client information on a daily basis, and may even have access to information that others in the firm do not. You know that maintaining client confidentiality is crucial, but who might have access to all of that data?   Read More...


Various log files are maintained by different Tabs3 and PracticeMaster software products. These log files can be used as tools for troubleshooting errors and problems using Tabs3 and PracticeMaster software.   Read More...


I represent an insurance company with over 80 active matters. This company is now requiring fee descriptions to not exceed 300 characters. Is there a way to put a character limit on fees for a single client?   Read More...


Do you have Access Profiles set up? Access Profiles help with security by controlling what functions each user can access in the software.   Read More...


Although we strive to provide superior documentation in our Help files, Knowledge Base, and Guides, we know that sometimes you want direct guidance with a human touch. Technical Support can be reached by phone or email!   Read More...


When using the Search box in the Client file, I click the Fields button so that I can search a specific field; however, the field I want is not listed. Why is this?   Read More...


PracticeMaster Q&A: Event Colors

October 2019    Tags: , ,
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We use event colors to make it easy to distinguish between each user’s calendar events. However, although other users’ calendars show the user colors, mine appears to be based on something else. How can I fix this?   Read More...


PracticeMaster window. Is there a way to have PracticeMaster displayed in front of the timer window instead?   Read More...


PracticeMaster Q&A: Enable History Tracking

October 2019    Tags:
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The Work Description on one of our clients keeps getting changed. Is there a way to track down who is making these changes?   Read More...


PracticeMaster Q&A: Increasing Row Height

October 2019    Tags:
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On the List tab of the Journal file, we only see a little bit of the Description. Is there any way to change the height of the rows so that we can see more of the Description field?   Read More...


Feature Article: NetDocuments

September 2019    Tags: , ,
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PracticeMaster now directly integrates with NetDocuments cloud-based document management service! Clients added or modified in PracticeMaster, Tabs3, or Trust Accounting are automatically synchronized to NetDocuments.   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 regularly need to use the same set of reports in PracticeMaster. Is there any way for me to organize them so they are quicker to locate?   Read More...