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Tag: PracticeMaster


Depending on the level of PracticeMaster you have, there may be additional features we have to offer. If you want a quick list of which levels include which features, look no further!   Read More...


When was the last time you backed up your Tabs3 Software data and tested the viability of your backup? If your firm was required to restore from a backup right now, how much data would be lost?   Read More...


Network and hardware failure can cause data corruption in any firm, regardless of preventative measures. Auto-Recovery helps provide peace of mind when faced with these issues.   Read More...


Did you know that there are several files throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records.   Read More...


We needed to update information for a few of our contacts. However, the person making the changes created new contacts instead of updating the existing ones. Is there an easy way for me to clean up the duplicate contacts?   Read More...


Did you know that you can quickly convert Journal, Calendar, and Document Management records into billable fees?   Read More...


If your firm creates the same documents for clients on a monthly, weekly, or even daily basis, it can be a struggle to constantly rewrite and maintain your documents effectively. By using variables to automatically pull information into your commonly used documents, you can save time without the hassle of duplicate entry.   Read More...


Our firm has recently started synchronizing contacts with Outlook. How can we prevent specific PracticeMaster contacts from synchronizing to Outlook?   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.   Read More...


On the Task List tab of Calendar Properties, I see that you can select an Index to use for sorting, but I only have a few options. Can I create a custom index to use for sorting the task list?   Read More...


What if you had a place in each Tabs3 Software application that allowed you to add your most frequently used icons, and then group them together? With My Actions, you can!   Read More...


Spotlight: PracticeMaster Alarms

April 2022    Tags: , ,
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Although you are more than likely using alarms on your calendar records, you may not be aware of the scope of how alarms can be set and snoozed.   Read More...