PracticeMaster Virtual User Group Meetings
Every month (usually on the last Monday) Paul Purdue and Mary Jo Boyd lead this fast-paced, informative, and interactive forum where you can ask questions or just learn from the group. Paul and Mary Jo announce their pre-selected topics in an email that’s broadcast the Thursday prior to the session. You can login to the session live, ask questions, and interact with the attendees, or you may “attend” by simply playing back the recorded session. Enjoy!
Learn how to control calendar access and all about the Preview Window in PracticeMaster
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Join Paul and Mary Jo on Monday, December 18th at 2:00 pm ET 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 will explain what you can restrict and how to do it.
Paul will take a deep dive into the Preview Window and explain what all those settings (that, perhaps, you’ve never even noticed) do.
Coming Soon – Currently in Post Production
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.
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.
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.
Join Paul and Mary Jo as they tackle everything you need to know about printers.
Usually, the printer settings in PracticeMaster are fine the way they are, so that makes it even more challenging when you actually need to change something – where do you go? You’ve probably only been there once or twice before – how do you get back?
We’ll cover it all: landscape vs. portrait; margins; fonts; we’ll even show you how to create a second set of settings for the same printer!
Join Paul and Mary Jo as they explore communicating using eNotes and accessing your data with ODBC.
Did you ever wish you could have a back and forth conversation (like texting) with someone else in the office about a matter? And then store the conversation with the matter? And even include links to certain records (matter, calendar, journal)? Well you can, and Mary Jo shows you how to do all these things and more with eNotes and eNotify.
Paul talks about using the ODBC drivers to gain access to ALL the data that’s in PracticeMaster (as well as Tabs3, AP, GL, and Trust) from inside ANY ODBC compliant software (like Excel, Access, or Crystal Reports).