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!
September 30, 2019 2:00 pm (EST)
Learn how to attach documents to emails and verify document records in PracticeMaster
Complete the form below to register:
Join Paul and Mary Jo on Monday, September 30th at 2:00 pm ET as they tackle attaching documents to emails as well as the Verify Documents program.
Have you ever needed to attach a document that’s stored in PracticeMaster to an email? Mary Jo will cover all the different ways that you can accomplish this.
Paul will dig into the Verify Documents program, explain how it works, and talk when you might need to use it.
This month, we take a peek at the wonderful world of ODBC. Nerd talk, we know, but ODBC opens up ALL the data in Tabs3, PracticeMaster, and the accounting modules to any ODBC compliant program: Excel, Crystal Reports, Access – VERY powerful stuff – we show you how powerful.
We also take a close look at the new Rename Contact and Merge Contact features within PracticeMaster (and Tabs3, sort of – we’ll explain) to clean up your contact list.
This month, we take a quick peek at WorkFlows, a powerful feature in PracticeMaster that lets you make something happen when something else happens (aka “workflow”).
We also look at the new Matter Manager in PracticeMaster, a new way of looking at client information all on one screen (including a very cool “billing summary).
And last, but not least, we take a close look at the new and fully automated email statements feature in Tabs3.
This month, we take a look at the Cient Manager in Tabs3. It’s the ultimate place to work on a matter. If you’ve never seen it, you’ll want to. If you have, you will probably learn a few new things about it.
We also look at customizing the Tab Menus in both Tabs3 and PracticeMaster. An often overlooked feature that allows you to bring the things you use the most to the front so that they are always available.
And our version 16 tip for the month: how to make filters blindingly fast in version16.
In June, we look at a topic that everyone loves: Time. Specifically: the many ways to enter it in PracticeMaster. Attorneys and Paralegals love it because there are so many ways to enter time in PracticeMaster that we can always find a way that they will love. And the people in billing love it because then the attorneys and paralegals aren’t in Tabs!!
In May, we look at that ever popular topic: unapplied payments. OK, so it’s only popular because people hate them – perhaps we can change that. We discuss why they occur, and how to deal with them in both Tabs3 and GL. We also look at one of our more recent “Best Practices” for PracticeMaster: the People Tab. It’s a new way to very easily tag people to specific roles for specific matters.