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 merge contacts and print contact usage info in PracticeMaster
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Join Paul and Mary Jo on Monday, February 26th at 2:00 pm ET 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 will show us how.
Paul will take 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.
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.