Do you have Access Profiles set up? Access Profiles help with security by controlling what functions each user can access in the software.   Read More...


PracticeMaster Q&A: Event Colors

October 2019    Tags: , ,
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We use event colors to make it easy to distinguish between each user’s calendar events. However, although other users’ calendars show the user colors, mine appears to be based on something else. How can I fix this?   Read More...


Platinum: Log Off Users

September 2019    Tags: , , ,
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With Platinum, you can safely log off users at your computer via the Log Off Users utility.   Read More...


Video of the Month: User Configuration

August 2019    Tags: ,
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When you don’t add users on a regular basis, it can be nice to have a quick refresher on the available settings.   Read More...


At our office, our User IDs are based on our first initial and last name. Someone at our office recently got married and wants their User ID updated accordingly. However, we mistakenly created a new User ID with their new name instead of changing the existing one. As a result, they have Calendar entries in PracticeMaster belonging to both versions of their name. Is there a way to merge those?   Read More...


Is there any way I can change the number of days shown in the Daily Calendar?   Read More...


Resetting users incorrectly can be a costly practice in terms of lost time and productivity. It is important to realize the risks involved when users reset other users.   Read More...


I know that I can synchronize only my PracticeMaster contacts with Outlook by specifying a User Filter via the Outlook Synchronization Settings. However, is there a way I can add my User ID into the User/Group field of all the contact records for my clients all at once?   Read More...


Did you know that you can see who is currently logged into the software?   Read More...


Security in a law firm is a top priority. In addition to many other security features, Tabs3 and PracticeMaster software provides the ability to limit a user’s access to specific timekeepers’ transactions via the Assign Tabs3/PracticeMaster Timekeepers function.   Read More...


I need to prevent my billing staff from making edits to our e-mail templates. Is there a way to accomplish this?   Read More...


We had a temporary staff member that we accidentally gave full manager access rights to while she was here. Is there any way that we can confirm no clients were deleted by this staff member before she left?   Read More...


I entered a calendar record in Outlook for myself and another attorney. When I checked PracticeMaster, it was on my calendar but not on the other attorney’s calendar. Why would it show on one but not the other?   Read More...


We have reorganized our firm, and some users are showing up in new calendar records when selecting group to which they no longer belong. How can I get a list of the users belonging to each group so I know which groups we need to edit?   Read More...


One of our employees got married and we need to change her User ID on all of her Calendar Entries. Is there an easy way to do this?   Read More...


The difference between Timekeepers and Users is often confused. So what exactly is the distinction between how timekeepers and users are used in the software?   Read More...


System Configuration isn’t a program you work in everyday like Tabs3 Billing, but is geared toward setting up certain features of the software. So what settings are controlled in System Configuration, and how do you access it?   Read More...