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Tag: PracticeMaster


In Version 19, we added a dashboard to PracticeMaster. In Version 2020, we added dashboards to Tabs3 Billing, Trust Accounting, Accounts Payable, and General Ledger!   Read More...


Want to see all of the new features in Version 2020?   Read More...


Have you ever encountered comments in a Client’s file stating that the client was contacted about their past due balance without any reference as to who or when?   Read More...


I sometimes miss eNotes because the eNote window is behind other open windows. Is there a way to force the eNote window to the front so that I don’t miss them?   Read More...


I sometimes have a lot of incomplete tasks in my Task List. I want to be able to sort them, but the field I want to sort by isn’t shown. How can I add another column to the Task List?   Read More...


Are you familiar with everything the Platinum version of the software offers?   Read More...


Version 2020 has been released, and there are many great new features!   Read More...


Did you know that you can quickly start other Tabs3 and PracticeMaster software from within any program?   Read More...


PracticeMaster Q&A: Merge Contacts

December 2019    Tags: ,
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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...


We rely heavily upon the PracticeMaster calendar, and there are times when events get added or meeting times are moved at the last minute. Is there a way in the software to alert attendees to these changes?   Read More...


We are going to be implementing Contact integration with Outlook. However, we have certain contacts that we don’t want to be sent to Outlook. Is there a way to exclude these from being synchronized?   Read More...


When I assemble some of my larger document templates, I don’t want to see the assembly process. Is there a way to suppress this?   Read More...


Is there any way I can narrow down the journal records shown in Matter Manager to just Note type records?   Read More...


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...