I have been put in charge of configuring all users to synchronize PracticeMaster with Outlook. Some users are already configured but I don't have a list of who is and who isn’t. Is there an easy way to see who is already configured to synchronize PracticeMaster and Outlook without logging in as each user?   Read More...


I added a new employee to a group in System Configuration. New records I add for the group include her, but she is not included in the existing calendar records for that group. Is there an easy way to add her to existing records?   Read More...


Did you know that you can print a report that provides various settings specific to users?   Read More...


We use the “Created By” field as part of the folder structure convention in our Document Store. One of our employees recently changed their name and we renamed their User ID in the software. New document management records reflect the new User ID, but existing records still show the old User ID in their document paths. Is there an easy way to correct this?   Read More...


In the last few years, several attorneys have left the firm. These attorneys were included in several groups that we use for calendaring, and we want to remove them. Does PracticeMaster have a report that shows which User IDs belong to which groups?   Read More...


When running the Conflict of Interest Check in Tabs3, one of our users sees “Insufficient Timekeeper Rights” in the Field column. What causes this?   Read More...


Rebuilding our Conflict of Interest takes a while to complete. Is there any way to automate this process or run while other people are in the system?   Read More...


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...


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...