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.
Join Paul and Mary Jo as they explore communicating using eNotes and accessing your data with ODBC.
Did you ever wish you could have a back and forth conversation (like texting) with someone else in the office about a matter? And then store the conversation with the matter? And even include links to certain records (matter, calendar, journal)? Well you can, and Mary Jo shows you how to do all these things and more with eNotes and eNotify.
Paul talks about using the ODBC drivers to gain access to ALL the data that’s in PracticeMaster (as well as Tabs3, AP, GL, and Trust) from inside ANY ODBC compliant software (like Excel, Access, or Crystal Reports).
Join Paul and Mary Jo as they delve into DFIC errors (and what to do with them) and Opening files (journal, calendar, etc.) to show all records.
If you’ve ever run a Data File Integrity Check Report, then perhaps you’ve come across an error. Many people know to run the reports (to make sure things are ship shape), but what do you do when you get an error (other than call Mary Jo or STI)? Mary Jo (the one and only) gives you her tips for how to deal with some common DFIC errors.
Paul shows you how to open files in PracticeMaster (calendar, journal, etc.) to show ALL records, not just those that are specific to a certain matter.
Join Paul and Mary Jo as they tackle exporting emails and Document Management in PracticeMaster.
Ever since version 17 was released, PracticeMaster has upped its’ Document Management game. With advanced features like versioning, automatic naming and file management, and off-site accessibility through Tabs3 Connect (for Platinum installations), PracticeMaster might just be the perfect Document Management Solution for you. Mary Jo shows what PracticeMaster can do.
Paul demonstrates how to export groups of journaled emails out of PracticeMaster to be used outside the program (i.e. to fulfill discovery requests).
Join Paul and Mary Jo as they explore pre-defined calendar rule sets from CalendarRules and how to use history tracking to see what changes have been made to certain fields.
There are so many rules tied to the multitude of things that happen in the courts that they’re hard to keep track of. They can vary by jurisdiction, and sometimes they can even be different from one judge to another. Paul looks at the new CalendarRules integration in PracticeMaster that lets you take advantage of the fact that someone else has figured it all out.
Mary Jo looks at how to setup and use History Tracking to keep track of changes that have been made in PracticeMaster records – even after the fact.
Join Paul and Mary Jo as they delve into changing the client ID for existing records on the client tab, and moving multiple tasks forward in a single click.
Have you ever noticed that an existing record (email, note, calendar, etc.) is tagged to the wrong client, and then found that the client ID field is grayed out? Mary Jo reveals the secret that will allow you to make this change.
Paul demonstrates some workflow that we developed to quickly move multiple tasks forward, without having to open each record.