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 tackle Outlook plugin enhancements and the new dashboard in PracticeMaster.
One of our favorite enhancements to PracticeMaster is the dashboard, with quick access to your calendar, recap of hours and tasklist. Mary Jo takes you on a guided tour of all the new “stuff”.
Paul demonstrates the new enhanced Outlook toolbar integration which now allows bulk journaling of emails and one touch attachment of PracticeMaster documents.
Join Paul and Mary Jo as they explore the new look and feel of PracticeMaster that was introduced in version 19.
One of the first things you’ll notice when you go into version 19 is the way it looks. And beyond the pretty face, you’ll notice that the way you find things and navigate the program has changed as well.
Join Paul and Mary Jo as they take a deep dive into all that is new in the look, feel, and navigation in version 19.
Join Paul and Mary Jo as they delve into everything that’s coming in Version 19.
Version 19 has been in a pre-release state for several months now, and it’s arrival is imminent, so we thought we would devote all of this month’s VUG to a birds eye view of everything that’s new.
Mary Jo and Paul trade off as they work their way through the “What’s New” list for version 19, giving everyone a top level briefing on what to expect.
Join Paul and Mary Jo as they tackle internal backups and file structures.
Have you ever wondered just what gets backed up when you do the backups that are built into PracticeMaster? Can you skip them? Mary Jo explores that backup mechanism and explains what is actually backed up and when.
Paul explains the different file types in PracticeMaster and how they get attached to matters or specific Areas of Practice.
Join Paul and Mary Jo on as they explore the Batch Replicate function and the proper way to install PracticeMaster on a workstation.
Imagine you have a set of records (medical providers, for instance) that needs to be replicated from one matter to another, and you don’t want to have to do them one by one? Mary Jo demonstrates the Batch Replicate function and explain when you can use it (and when you can’t).
Paul reviews the steps that you should follow to properly install PracticeMaster on a local workstation.