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!
October 28, 2019 2:00 pm (EST)
Learn about NetDocuments integration and viewing active users in PracticeMaster
Complete the form below to register:
Join Paul and Mary Jo on Monday, October 28th at 2:00 pm ET as they delve into NetDocuments Integration and the View Active Users functionality.
Do you have, or are you considering, NetDocuments? Are you aware that the folks at Tabs3 Software have released integration for NetDocuments? Paul will demonstrate this functionality and talk about the ramifications.
Mary Jo will take take a look at everything to do with viewing Active Users.
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.
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.