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!
June 24, 2019 2:00 pm (EST)
Learn how to move and replicate fees – straight from PracticeMaster
Complete the form below to register:
Join Paul and Mary Jo on Monday, June 24th at 2:00 pm ET 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 will demonstrate this new functionality.
Paul will look 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.
Join Paul and Mary Jo as they explore updates and the new database folder.
Have you ever wondered if you are on the latest version of PracticeMaster? With the “Check for Updates” feature, you can tell instantly. Mary Jo shows you how.
Paul talks about the new “Database” folder, explains what it is, why it was added, and how you can use it in Platinum to add an extra layer of protection to your data.
Join Paul and Mary Jo as they delve into printing labels and holiday management in PracticeMaster.
Did you ever wonder how the standard holidays get into PracticeMaster? Did you ever want to add some holidays of your own? Mary Jo shows us not only where they are, but also how to edit and add to them.
Paul reveals a secret that makes it easy to print labels using PracticeMaster and Word, whether it’s one label or hundreds.