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Tag: PracticeMaster


Working with WorkFlows: Event Type

April 2017    Tags: ,
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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...


We have a client who is supposed to be billed $0.12 for copies rather than our usual $0.15. However, there are many costs that have been entered with the wrong rate. Is there a way we can easily change all of them at once?   Read More...


Are you using Matter Manager? If you’re not, you may not realize its potential.   Read More...