View / Print Full Newsletter

Tag: PracticeMaster


Do you have a question about the software? Any questions that you want to ask have likely been asked by others as well.   Read More...


When asking others to check documents back in to PracticeMaster so you can edit them, do you often hear that they forgot they even had it checked out? This can be remedied by setting up PracticeMaster to show the Overdue Document List for users who have documents checked out and overdue.   Read More...


An attorney at the firm likes the look and function of a Report Writer report I created for another attorney's clients and requested I make her a report that lists her clients. Is there a way I can duplicate the original report I made and edit it, or do I have to start from scratch?   Read More...


Being able to easily access the eNote window is essential for quick communication. Pinning the eNote icon to your Windows Taskbar makes accessing your eNotes faster than ever!   Read More...


Want to quickly see how many records are selected in a Tabs3 Billing list or on the List tab of a PracticeMaster file?   Read More...


PracticeMaster Q&A: Making Fields Required

December 2021    Tags:
No comments

We added a new field to our Client file that needs to be filled in, but some of our employees keep forgetting it. Is there a way we can prevent the field from being left blank?   Read More...


Spotlight: Process Timer Records

November 2021    Tags: , , ,
No comments

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...


Quick Tip: Resetting Field Tab Order

November 2021    Tags:
No comments

Did you know you can reset the tab order of fields in the PracticeMaster form layout?   Read More...


Users at our firm create multiple task records in PracticeMaster for the same day. Is there a way that PracticeMaster can prioritize the tasks?   Read More...


PracticeMaster Q&A: Go To Date

October 2021    Tags: ,
No comments

Is there a way to enter a specific date to see what events or tasks have been entered on the calendar?   Read More...


Ready to take the next step in customizing PracticeMaster to fit your practice? We’ve got the solution you need!   Read More...


Do you sometimes forget where to access programs or reports in the software that you only use occasionally? Use the Quick Launch to find what you need!   Read More...