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 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.
Join Paul and Mary Jo as they tackle Convert to Fee Defaults and the Daily Report.
Don’t you wish there was some report in PracticeMaster that would tell you everything you need to know to get through today? Mary Jo shows us the Daily Report and talk about all the things it can show you.
Paul delves into the Convert to Fee settings and how to make sure that each user defaults to the right thing for each of the possible convert scenarios.
Join Paul and Mary Jo as they explore how to use sample data in PracticeMaster, along with what to do with Data File Integrity Checks and Search Reindexing.
Have you ever wondered what a DFIC is (other than knowing that it means Data File Integrity Check), or do you puzzle over how to re-build the conflict search indexes and why? Mary Jo sheds light on all of these mysteries so that you will have a better and deeper understanding.
Paul takes a look at how to use sample data as a staging ground for anything that you want to test, without jeopardizing your live system.
Join Paul and Mary Jo as they delve into two new features in Version 19: restricted fields and font settings.
Have you ever wished you had more control over the font size or type in PracticeMaster? Well now you do! In version 19, they’ve introduced complete control over which font and what size you set for the PracticeMaster screens. Mary Jo shows us how to take advantage of this new functionality.
Paul looks at the new feature that allows you to restrict who has the ability to change certain fields in each file.