Learn all about calendar properties, and learn how to get most out of the tasklist

Join Paul and Mary Jo as they tackle calendar properties and the tasklist.

Did you ever wonder how PracticeMaster decides what to show in the graphical calendar? Maybe a coworker sees work description for every calendar entry, but you don’t. Mary Jo talks about how to take control over what you see for each entry, change the appearance of your calendar, and even alter the color of your entries.

Paul continues his series that examines his obsessive compulsive disorder (and how he uses PracticeMaster to help him keep calm) by demonstrating how the tasklist works and how to get the most out of it.

Learn how payments get allocated (and when) and learn all about the Client and Timekeeper Realization Reports

Join Paul and Mary Jo as they tackle payment allocation and the Client and Timekeeper Realization Reports.

Did you ever wonder how the system is going to allocation a particular payment? Sure, you usually just put them in and let them be, but every once in a while you want to be certain that the payment is going to specific places. Paul talks about how payments are allocated, shows where to go to see how Tabs3 wants to allocate, and demonstrates how to override what Tabs3 thinks it should do.

Mary Jo continues her ongoing series on reports with a close look at two of the realization reports: Client Realization and Timekeeper Realization.

Learn how to take control of your inbox with the Outlook plug in for PracticeMaster

Join Paul Purdue as he demonstrates how to take charge of your email, put it away so that you (and everyone else) can find it later, and even bill for it at the same time.

PracticeMaster comes with an awesome plug in for Outlook that gives you the ability to store emails in PracticeMaster by matter for reference later, create fees to bill for your time spent handling those emails, and even create tasks or events to help you remember to follow up on a certain email that can’t be disposed of at that very moment – all without ever leaving Outlook!

Paul talks about the evolution of email management and shares some best practices on how you can take control of your inbox.

Worldox eBite: Learn the difference between displaying a full list versus a favorite list in profile fields

Join Mary Jo as she demonstrates the difference between displaying a full list versus a favorite list in profile fields.

Tabs3 eBite: Learn how to use text macros to speed up data entry

Join Mary Jo as she demonstrates how to use text macros to speed up data entry.

PracticeMaster eBite: Learn how to display a calendar for a specific client (and only that client) in the graphical calendar view

Join Mary Jo as she demonstrates how to display a calendar for a specific client (and only that client) in the graphical calendar view.

Learn how keep track of billable and non-billable hours in Tabs3

Time goes into Tabs3, sometimes from many sources, but how do you keep track of all that time and make sure that all your timekeepers are logging the right amount of time on the right days? Tabs3 makes this easy with its Fee Recap report that provides a detailed summary of time entered, both billable and non-billable, by day, week, and month – plus the ability to drill down and see (even modify) detail for each entry. Mary Jo will demonstrate how to use this report in a number of different ways.

Learn how to customize Find templates and learn what you can do in the email tab

Join Paul and Mary Jo as they delve into the email tab and find templates.

You can click the binocular icon and start a “find” from scratch, but did you know that you can setup “find templates” that default certain fields so that you don’t have to fill them in each time? You can create as many find templates as you want, so you can get to the documents you are most frequently searching for a LOT faster. Paul shows how to setup find templates and gives lots of examples and tips.

Mary Jo takes a look at the email tab and explains some of it’s functionality including mail processing rules and the email signature.

Learn how to use Quickviews and SmartTabs and learn all about the PracticeMaster Inactivity Report

Join Paul and Mary Jo on as they explore Quickviews and SmartTabs along with the Inactivity Report.

PracticeMaster has lots of data, and sometimes we need to look at specific information (cases opened last week, Bob’s cases, tasks marked complete today, etc.). Prior to version 17, you had to use a combination of filters, column layouts and sorts – stuff that only power users understood. In version 17, we get Quickviews and SmartTabs, which make it possible to setup these types of views in a more easily accessible format. Paul shows how this works and demonstrates what is possible.

Mary Jo continues her foray into reports with a detailed look at the inactivity report: a way to find those cases that may have slipped through the cracks.

Learn how to Renumber and learn all about the Tabs3 Inactivity Report

Join Paul and Mary Jo as they explore Renumbering (all kinds – clients, timekeepers, Transaction Codes, etc.) and the Inactivity Report.

Have you ever setup a matter only to discover later that you used the wrong number? Buried deep within Tabs3 are the renumber utilities that let you fix that. Paul explains all the options and demonstrates how.

Mary Jo continues her foray into reports with a detailed look at the inactivity report: a way to find those cases that may have slipped through the cracks.