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!
August 26, 2019 2:00 pm (EST)
Learn how to reassign calendar and journal entries and how to protect a document in PracticeMaster
Complete the form below to register:
Join Paul and Mary Jo on Monday, August 26th at 2:00 pm ET as they explore reassigning user ID’s and protecting documents.
Have you ever had a document stored in PracticeMaster that you wanted to make sure no one else was able to change? Mary Jo will demonstrate how to use the “Protect” feature in PracticeMaster’s document management screen to mark a file so that no one else is able to alter it.
Paul will look at what to do when you need to re-assign all entries (journal, calendar, etc.) from one user to another and discuss the ramifications.
Join Paul and Mary Jo as they delve into enhancements to DFIC’s and the Alarm Notification Window in PracticeMaster.
Have you ever wished that the Data File Integrity Check would run faster, or that you could go back to reports from DFIC’s that were run in the past without having to have saved them? This functionality has been added in the latest version update. Paul demonstrates.
Mary Jo digs into the enhancements that have been made to the Alarm Notification Window.
Join Paul and Mary Jo as they tackle enhancements to fees in PracticeMaster.
Have you ever wanted to move a fee transaction that you entered in PracticeMaster, only to find that you can’t move a fee transaction to a different matter in PracticeMaster (you have to go to Tabs3)? Well, surprise – now you can! Mary Jo demonstrates this new functionality.
Paul looks at another new fee related PracticeMaster feature: the ability to “Replicate” a fee transaction.
Join Paul and Mary Jo as they explore the Visual Timer Display and the new NetDocuments integration in PracticeMaster.
With the Visual Timer Display, you can see how your timer entries fit into the day, exposing gaps that represent parts of your day where the timer was not running, allowing you to figure out what you should be billing (or not) during those gaps. Mary Jo demonstrates.
Paul takes a close look at the new NetDocuments integration in PracticeMaster.
Join Paul and Mary Jo as they delve into the preferences section for both Timer and eNotes.
Have you ever missed an important eNote in PracticeMaster simply because you didn’t notice it? Mary Jo takes a look at all the options that you can specify in the eNote preferences screen (including those dealing with notification).
Paul takes a look at the preferences for the Timer window.
Join Paul and Mary Jo as they tackle Tabs3 / PracticeMaster Sync and Calendar Properties.
Have you ever wanted to make the text in your calendar bigger, or show more detail for each entry, or re-organize certain things? Then Calendar Properties is where you need to be. Mary Jo takes a close look at the different things you can control.
Paul reveals all the secrets behind the synchronization that keeps PracticeMaster and Tabs3 in line, and talks about why that’s even more important in Version 19.