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Tag: PracticeMaster


Did you know that software updates are included with maintenance at no additional charge? Our maintenance plan is best known for its first class technical support; however, there are more benefits to having maintenance!   Read More...


Ethics are an integral part of any business, but in the field of law they are especially important. Tabs3 and PracticeMaster work to ensure that your firm has the tools to maintain ethical walls in order to protect your clients and cases.   Read More...


Spotlight: Quick Clicks

April 2019    Tags: ,
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Are you taking full advantage of the PracticeMaster Quick Clicks Pane? The Quick Clicks pane provides single-click access to a variety of features that will help you navigate your data files, including many of your common activities.   Read More...


We have several WorkFlows we’ve created, but some of them seem to trigger more frequently than we’d like. Is there any way we could make the WorkFlows run with more specific criteria?   Read More...


Not only can you easily search for any actions, file, or report in the software via Search Actions, but you can also customize the Quick Launch pane to always show your most used actions and most accessed client matters!   Read More...


If you use the Convert to Fee feature, customizing your Convert to Fee Settings can be a time saver!   Read More...


I accidentally closed the Home tab. Is there any way to bring it back up?   Read More...


We created a custom field in the Client file, but it isn’t included in the Conflict of Interest Search. Is there any way to include this new field?   Read More...


Is there any place in the software where I can see both my calendar and hours worked at the same time?   Read More...


Several years ago we created a custom Alpha field in the PracticeMaster Client file to hold claim numbers for our clients. Recently, these claim numbers have increased an extra character and they can no longer fit into the field. Is there anything we can do to increase the number of characters allowed for this field?   Read More...


We have created several custom reports in Report Writer. However, we noticed a report that pulls information from the Client file prompts for a Client ID range by default. Is there a way to prompt for a different range instead?   Read More...


Feature Article: QuickViews

March 2019    Tags: , ,
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If you haven't tried out QuickViews yet, you haven’t unlocked PracticeMaster's full potential! PracticeMaster QuickViews provide a powerful way of organizing and finding information in PracticeMaster using the List tab. QuickViews combine a filter, column layout, and an index (default sort) into a tab at the top of the List tab.   Read More...


The Tabs3 and PracticeMaster software provides a wide range of reports, as well as documentation resources to help you get the most out of reports. Information on reports can be found in many places, so where should you look first?   Read More...


I normally only create PracticeMaster records for a single matter per Outlook email, but occasionally an email will apply to more than one matter. However, when I try to journal the email a second time, it opens the original journal record instead. Is there a way I can journal a single email to multiple matters?   Read More...


We redesigned the Recap of Hours for Version 19, and included it on the new PracticeMaster Dashboard. Want to see how you can take advantage of this great feature?   Read More...


At our office, our User IDs are based on our first initial and last name. Someone at our office recently got married and wants their User ID updated accordingly. However, we mistakenly created a new User ID with their new name instead of changing the existing one. As a result, they have Calendar entries in PracticeMaster belonging to both versions of their name. Is there a way to merge those?   Read More...


One of our clients wants certain words in their fee and cost descriptions to be in all caps. I always run the spell checker before saving my entries, but it appears as though it is ignoring anything entered in caps. How can I ensure that all-caps words are being spell checked?   Read More...