Video of the Month: Using WorkFlows

May 2021    Tags: , ,

Did you know that you can automate certain tasks in PracticeMaster, such as generating a document when a new client is saved or adding a fee when a calendar record is updated? Using WorkFlows, you can streamline your day by automatically starting designated tasks based on the creation, changes, or deletions of other records.

Watch this four-minute video here:

Training Videos can be accessed at You can also access the videos while in the software by selecting Help | Training Videos.

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