View / Print Full Newsletter

Tag: PracticeMaster


If you use PracticeMaster, do you use Quick Clicks? The Quick Clicks pane contains groups of links that allow you to customize your view, and provides access to many other features.   Read More...


One of my calendar entries in PracticeMaster was inadvertently deleted. This caused me to nearly miss the opportunity to file my witnesses. To prevent this in the future, is there a way I can find out if a calendar entry gets deleted and when?   Read More...


Are you using groups for calendaring, or do you enter each user individually in the record?   Read More...


Working with WorkFlows: Event Type

April 2017    Tags: ,
No comments

When creating a WorkFlow, I’m not always sure what I should select for Event Type. How do I know what to choose?   Read More...


Everyone can view your public calendar records, but did you know that you can control who has rights to edit your public calendar records and who has rights to browse or edit your private records?   Read More...


We want a calendar record automatically created every time we open a new Criminal Law client. The calendar record should remind us that in two days we need to request a copy of the arrest affidavit and bond information for the client. Is there an easy way to do this?   Read More...


Did you know that you can customize PracticeMaster’s Document Management so that all documents automatically use the same folder and naming strategy?   Read More...