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Tag: PracticeMaster


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...


I want a list of my contact’s names and email addresses in an Excel spreadsheet. Is there an easy way to do this?   Read More...


I want to send an email to all the contacts that I select on the People tab of the client file. However, when I select Send Email from the Quick Clicks pane, the email is addressed to the Client Contact instead of the Matter Contact. Is there a way to send an email to these contacts via the People tab?   Read More...


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...


Our firm enters a lot of tasks in the calendar. However, when we have multiple tasks due on the same day, it is difficult to determine what we should do first. Is there any way to prioritize tasks so that they are in the order in which they need to get done?   Read More...


PracticeMaster Q&A: Change Client ID

August 2019    Tags: , ,
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I entered some fees under the wrong client. Now I need to move all of these fees to the right client and correct the rate and amounts. Is there an easy way to do this in PracticeMaster?   Read More...


PracticeMaster Q&A: QuickViews

August 2019    Tags: , ,
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I have some column layouts and filters set up in the client file of PracticeMaster that I use to evaluate my criminal cases, as opposed to the rest of my matters. Is there a quick way to switch between these types of matters rather than having to find my filter and column layout in the Quick Clicks pane?   Read More...


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...