PracticeMaster Q&A: Search List

April 2021    Tags: , ,
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I want to use the Search Box in the Calendar file to search for a word in a specific field but the field is not available in the list. Is there a way to add the field I want to search?   Read More...


If you are new to using lists in PracticeMaster or Tabs3 Billing, creating and using QuickViews can help save you time by filtering and sorting information just the way that you need.   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...


We have several clients with the same client name, so searching for them brings up multiple results. Is there any way to make the search more unique?   Read More...


When using the Search box in the Client file, I click the Fields button so that I can search a specific field; however, the field I want is not listed. Why is 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...


When PracticeMaster performs a conflict of interest search, contact search, or document search, it searches the applicable index files for valid matches. Search Settings (Search | Search Settings) provide the ability to specify how and if indexes are updated, to rebuild indexes, and to specify words to be excluded from a search.   Read More...


As you know, one of the greatest features of our online newsletter format is that you can search our entire newsletter archive for quick tips, Q&As, and other helpful articles.   Read More...


Feature Article: How to Find It

September 2016    Tags: ,
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As a company, we take great pride in the documentation we provide for our software. There are multiple resources for finding information about how the software works.   Read More...


Over the next few months, we will go through some of the best features of our new online newsletter format. This month, we’re going to walk you through how to search for topics.   Read More...