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Tag: PracticeMaster


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...


My coworker showed me how she can “resize” calendar records in the Daily Calendar to make them longer or shorter. However, I am not able to do the same thing on my computer. Why is this?   Read More...


I added a new employee to a group in System Configuration. New records I add for the group include her, but she is not included in the existing calendar records for that group. Is there an easy way to add her to existing records?   Read More...


We want to create a new field in our Client file for a referral source. We want the field to use a drop-down list and to be limited to the options on this drop-down list. Is there a way to accomplish this?   Read More...


If you need to find data in PracticeMaster based on just a word or phrase, we have you covered! There are several ways to search in PracticeMaster to find what you need.   Read More...


Want to know who backed up the data last and when, or who restored it? You can easily confirm who performed these actions and many more.   Read More...


I view the Daily Calendar for a group of users, and when multiple members are part of the same event, it displays a separate record for each user. Is there a way to show only one instance of the record?   Read More...


We use the Document Management feature in PracticeMaster and we noticed that some documents are assigned to differing but similar document types. We are concerned that there are several similar document types for the same thing. Is there a way to print a list of all the document types we have in PracticeMaster?   Read More...


If your firm works with multiple areas of law, it can be difficult to organize your client’s information for each type of case. That’s why using customizable Area of Practice pages can work for you!   Read More...


Time Zones are here! Beginning in Version 2020, you can specify your time zone or set it automatically as per Windows settings.   Read More...


I am often added to calendar records created by others in the office. However, it can take a while for these records to be shown on my calendar. Why is this?   Read More...