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Tag: PracticeMaster


Creating form letters, documents, and contracts for clients can be time consuming, and using mail merge is limited by field availability in Word or Outlook. PracticeMaster’s Word Document Assembly is the solution! Word Document Assembly lets you instantly assemble documents that you frequently use.   Read More...


You may work with multiple matters throughout the day, so how can you ensure that you are keeping an accurate account of how much time is spent on each task?   Read More...


Some tasks, such as running a DFIC or rebuilding search indexes, can be set to automatically run when the program is opened by using a startup option. This, coupled with Windows Task Scheduler, provides a way to run tasks that can take a while to run after hours when no one is working.   Read More...


Do you know how to restore from an incremental backup? Make sure you are familiar with the process of restoring before you need to do it. Incremental backups work by backing up the full dataset, and then only backing up those files that have changed from then on.   Read More...


Did you know that you can add tabs to the Client file, Contact file, and Journal file that are specific to an Area of Practice, Contact Category, or Journal Type? These tabs are called Category Pages. Category Pages are a special type of page that is only shown in the Editor window when the selected client or record is associated with that category. You can use the Form Designer to design how the pages will look.   Read More...


Did you know that if you want to change the date and/or time on a calendar entry, you can drag and drop the entry to the desired date/time via the graphical calendar? The ability to drag and drop calendar entries saves you the time of having to open the record and manually change the necessary fields.   Read More...


Did you know that you can import data into all of the Tabs3 and PracticeMaster software? Knowledge Base Article R11506, “Resources for Importing Data into Tabs3 and PracticeMaster Software,” provides a list of resources with information regarding programs that can be used to import data in Tabs3 and PracticeMaster software   Read More...


Drill-down capabilities provide the ability to quickly access data while previewing many reports.   Read More...