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 tame your Alarms in PracticeMaster, and how to tell who did what with the Support Log
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Join Paul and Mary Jo on Monday, April 30th at 2:00 pm ET 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 will take a look at the “support log” and how you can use it to tell who did what.
Paul (the king of alarms) will talk about how to manage, snooze, postpone and control the alarms that you can set 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.
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.
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.
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.
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.