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Tag: PracticeMaster


We want to start sending out birthday cards to clients that have upcoming birthdays. Is there an easy way to see which clients have birthdays next month so we can start to prepare cards for them?   Read More...


Tabs3 Software occasionally links to external files that can contain sensitive information, such as contact information, bank balances, or payment information. Some firms will restrict access to those files by setting the access rights on the folders where those files are maintained to prevent access by users who do not require such information.   Read More...


If you are new to using lists in PracticeMaster or Tabs3 Billing, creating and using QuickViews can help save you time by filtering and sorting information just the way that you need.   Read More...


I need to track additional time on a timer record that has already been processed. How can I accomplish this?   Read More...


PracticeMaster Q&A: Missing Task List

December 2020    Tags: ,
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When I open the Weekly Calendar in PracticeMaster, all I see is the Event Calendar. Where did my tasks go?   Read More...


We have an email that was saved in PracticeMaster but then deleted from Outlook. We are unable to recover the actual email, but we do need to respond. Is there a way to reply from the record in PracticeMaster?   Read More...


In Version 2020, multiple improvements have been made to the Lock Out All Users feature (File | Lockout All Users). This feature can be useful when you want to keep others from logging in while you perform maintenance.   Read More...


Have you started using the great new navigation features, or are you still using Task Folders?   Read More...


Did you know that the autofill feature allows you to type in certain fields in order to quickly find what you’re looking for?   Read More...


I want to track which contacts should receive gifts and/or cards. Is there an easy way to do this?   Read More...


A coworker has additional tabs in the Contact file that show them the calendar records for that contact and which clients the contact is associated with. How can I add those tabs to my view of the Contact file?   Read More...


When it comes to creating documents for your clients, manually entering all of the necessary information can be tedious. That’s where PracticeMaster’s Word Document Assembly feature can help!   Read More...


Quick Tip: File Definition Report

October 2020    Tags: ,
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Sometimes you want to see more information about a file, such as whether a field is set to be included on a Conflict of Interest report, or if History Tracking is turned on.   Read More...


I have been put in charge of configuring all users to synchronize PracticeMaster with Outlook. Some users are already configured but I don't have a list of who is and who isn’t. Is there an easy way to see who is already configured to synchronize PracticeMaster and Outlook without logging in as each user?   Read More...