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.

http://sydneyblinds.com.au/?gclid=EAIaIQobChMI6_ShgIqm3AIVCj5gCh0TXARyEAMYAyACEgJrNvD_BwE 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.

Learn how to organize your QuickClicks and how to dial the phone in PracticeMaster

Join Paul and Mary Jo as they tackle organizing the QuickClicks Pane and how to dial the telephone directly from PracticeMaster.

Is your QuickClicks pane a hodgepodge of options? Mary Jo demonstrates how to rearrange, organize and even hide options so that your QuickClicks pane shows JUST what you want.

Paul explores the requirements and things to consider if you’d like to dial the phone directly from PracticeMaster records.

Learn how to duplicate any record and how to jump to any folder, all from within PracticeMaster

Join Paul and Mary Jo as they explore the “replicate record” function and a trick to allow you to instantly jump to any Windows folder.

You may know that you can put a field in any PracticeMaster file that will open a document, but did you know there’s a secret that will allow you to use this field to also open a folder? Mary Jo demonstrates how this works and give some examples of where it might be useful.

Paul shows how to use the replicate records function to quickly duplicate any PracticeMaster record.

Learn how to search documents in PracticeMaster and how Symphony OCR makes all your PDF’s searchable

Join Paul and Mary Jo as they delve into searching documents in PracticeMaster.

If you’re storing documents in PracticeMaster, then you need to be able to zero in on the right document at the right time. Mary Jo explores the different ways that PracticeMaster allows to you to search for documents.

Paul looks at Symphony OCR, a program that will help to make sure that all your PDF documents are in a “readable” format to facilitate full text searching.