Learn about enhanced Outlook plugin functionality and the new (V19) dashboard in PracticeMaster

Coming Soon – Currently in Post Production

Join Paul and Mary Jo as they tackle Outlook plugin enhancements and the new dashboard in PracticeMaster.

One of our favorite enhancements to PracticeMaster is the dashboard, with quick access to your calendar, recap of hours and tasklist. Mary Jo takes you on a guided tour of all the new “stuff”.

Paul demonstrates the new enhanced Outlook toolbar integration which now allows bulk journaling of emails and one touch attachment of PracticeMaster documents.

See the new look and feel of PracticeMaster Version 19

Join Paul and Mary Jo as they explore the new look and feel of PracticeMaster that was introduced in version 19.

One of the first things you’ll notice when you go into version 19 is the way it looks. And beyond the pretty face, you’ll notice that the way you find things and navigate the program has changed as well.

Join Paul and Mary Jo as they take a deep dive into all that is new in the look, feel, and navigation in version 19.

Learn what’s coming in Version 19 of PracticeMaster

Join Paul and Mary Jo as they delve into everything that’s coming in Version 19.

Version 19 has been in a pre-release state for several months now, and it’s arrival is imminent, so we thought we would devote all of this month’s VUG to a birds eye view of everything that’s new.

Mary Jo and Paul trade off as they work their way through the “What’s New” list for version 19, giving everyone a top level briefing on what to expect.

Learn about Internal Backups and Understand the different file types in PracticeMaster

Join Paul and Mary Jo as they tackle internal backups and file structures.

Have you ever wondered just what gets backed up when you do the backups that are built into PracticeMaster? Can you skip them? Mary Jo explores that backup mechanism and explains what is actually backed up and when.

Paul explains the different file types in PracticeMaster and how they get attached to matters or specific Areas of Practice.

Learn how to copy records to another client and learn the proper way to to install PracticeMaster

Join Paul and Mary Jo on as they explore the Batch Replicate function and the proper way to install PracticeMaster on a workstation.

Imagine you have a set of records (medical providers, for instance) that needs to be replicated from one matter to another, and you don’t want to have to do them one by one? Mary Jo demonstrates the Batch Replicate function and explain when you can use it (and when you can’t).

Paul reviews the steps that you should follow to properly install PracticeMaster on a local workstation.

Learn how to tame your Alarms in PracticeMaster, and how to tell who did what with the Support Log

Join Paul and Mary Jo as they explore Alarms and the Support Log.

Have you ever wondered if you can tell who renumbered a client, or who renamed a contact? PracticeMaster stores that information on these functions and a number of others. Mary Jo takes a look at the “support log” and how you can use it to tell who did what.

Paul (the king of alarms) talks about how to manage, snooze, postpone and control the alarms that you can set in PracticeMaster.

Learn to set filters, etc. globally & handle odd characters in journalled email in PracticeMaster

Join Paul and Mary Jo as they delve into the All User checkbox and the strange characters that can sometimes creep into journalled emails.

When you journal emails to PracticeMaster, do you ever get strange characters that don’t show up in the original email? It could be an encoding issue, and Mary Jo takes a look at what you might be able to do to fix that.

Paul takes a look at the ability to push column layouts, filters, and QuickViews to all users by checking the “All Users” checkbox.

Learn how to merge contacts and print contact usage info in PracticeMaster

Join Paul and Mary Jo as they tackle Merging Contacts and Printing Contact Usage info.

Have you ever noticed that the contact file contains a tab that shows where that contact is used in PracticeMaster? Have you ever tried to print that list? Although it’s not immediately obvious how to do that, you can, and Mary Jo shows us how.

Paul takes a deep dive into how to combine duplicate contacts into one record.

Learn how to rename a contact and all about virtual fields in PracticeMaster

Join Paul and Mary Jo as they explore renaming contacts and virtual fields.

Have you ever had a contact get married and you don’t know how to change the contact ID? Or how about those instances where the contact ID was entered incorrectly to begin with? Mary Jo demonstrates how to solve this problem and explains all the different things you need to consider.

Paul talks about virtual fields: what they are, how to create them, and why.

Learn how to control calendar access and all about the Preview Window in PracticeMaster

Join Paul and Mary Jo as they delve into the Preview Window and Calendar Rights.

Hidden deep in the farthest recesses of System Configuration is the ability to define who has what level of access to each user’s calendars in PracticeMaster. Mary Jo explains what you can restrict and how to do it.

Paul takes a deep dive into the Preview Window and explains what all those settings (that, perhaps, you’ve never even noticed) do.