When setting up the software for the first time, the Key Type defaults to Numeric with 2 Decimal Places. However, some firms prefer to include letters in the Client ID or require additional decimal places. Both the Key Type and Decimal Places can be changed after the initial setup is complete, but there are a few things to keep in mind when considering making a change. Read More...
When I’m creating WorkFlows, I’ve noticed the Prompt Before Running and Automatically save and close check boxes. When should I use these options? Read More...
The Data File Integrity Check (DFIC) and Archive File Integrity Check (AFIC) are important tools used to test data files for valid information and structure. Read More...
We’re excited to announce that we now offer a new Tabs3 Connect subscription plan that allows firms with just PracticeMaster Platinum to access Tabs3 Connect, the best way for attorneys to review matter information and their firm’s calendar anywhere they can connect to the internet. Read More...
When I change the Client Name field, I can no longer pull them up by typing their name into any Client lookup fields. Why is this, and how can I fix it? Read More...
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...
