What’s New in PracticeMaster Version 11 

Highlights 

• Added system-wide support of proportional fonts. 
• Added the ability to print an optional footer on reports with the user initials, date and time. 
• Added support for international phone numbers in all phone fields and increased the e-mail field length. 
• Increased the length of Miscellaneous Lines 1-3 in the Client file from 35 to 50 characters. 
• Added Units and Rate fields to the Cost file. 
• Increased the number of Related Party Categories that can be assigned to a Related Party from 4 to 8. 
• Conflict searches can now include e-mail, user and phone fields. 
• Increased the number of indexes allowed for all files to a maximum of 20. 
• The Calendar Code Lookup window displays each record using the background and foreground text color assigned to each calendar code. 
• Two-way Contact synchronization with Outlook. 
• Integration with CompuLaw Court Rules. 
• Improved QuickBooks integration. 
• Improved WORLDOX integration. 
• Improved spell checking capabilities with a “spell check as you type” feature. Technical and legal dictionaries are now provided with all copies of the software. 
• Added the ability to display the weather or a map for a client or related party. 

General 

• Easier logon requires User ID and Password only when the first system is started (i.e., you only need to logon once for all systems per workstation). 
• Added a new Lock Out All Users program that lets any manager lock out all users from the Tabs3 and PracticeMaster software so the manager can perform exclusive tasks. 
• Added mouse wheel support to all Lookup windows and the Preview window. 

File Maintenance 

• Increased the maximum number of indexes for any file to 20. Previously, the maximum was 6 indexes per file with the exception of the Calendar File, which had a limit of 20 indexes, and the Journal File, which had a limit of 16 indexes. 
• Added the ability to add a Get Weather or Get Map menu button for clients or related parties on the form layout. These functions open an Internet Browser window and display a Yahoo! Map or Yahoo! Weather Web site based on an address. 

Outlook Contact Integration 

• Added the ability to integrate PracticeMaster Related Parties with Microsoft Outlook Contacts. 
• Added the ability to specify the Outlook Contact folder you want to integrate with. 
• Added the ability to map PracticeMaster Related Party fields to Outlook Contact fields. 
• Integration can be configured for One-Way or Two-Way Integration with Microsoft Outlook. One-Way Integration consists of PracticeMaster automatically writing Related Party records to the Outlook Contact file when they are saved in PracticeMaster. Two-Way Integration consists of One-Way Integration plus the addition of a full two-way Synchronization program that can be run to pass Outlook contact information to PracticeMaster. You can specify which contacts you want synchronized: 
• all Related Parties/Contacts, 
• Related Parties/Contacts assigned to specific Outlook categories, 
• Related Parties/Contacts with no category, 
• and/or private Outlook Contacts. 
• Added the ability to synchronize the Start Date field for Outlook tasks with PracticeMaster task calendar records. In order for the Start Date field to by synchronized, a special field must be added to the PracticeMaster Calendar file. Detailed information can be found in our Knowledge Base Article R10889 - “Synchronizing the Start Date of Outlook Tasks with PracticeMaster.” 

CompuLaw Court Rules Database Integration 

• Added the ability to automatically generate PracticeMaster Calendar Plans using CompuLaw’s Court Rules Database software. CompuLaw maintains sets of court rules for state and federal jurisdictions across the country. Subscribers to CompuLaw’s Rule Sets receive updates from CompuLaw whenever there are changes to the subscribed Rule Sets. 
• Ability to automatically check and update all existing CompuLaw Calendar Plan items in PracticeMaster when an update to your Rule Set is received. You can choose to confirm any necessary changes, or let PracticeMaster make the changes to existing calendar records without stopping for confirmation. 
• Ability to create a new CompuLaw Calendar Plan in PracticeMaster based on an existing calendar record. 

QuickBooks Integration 

• Added the ability to use QuickBooks Remote Data Sharing (RDS), which eliminates the need to have QuickBooks installed on each workstation that enters data. 
• Improved integration so that costs and clients can now integrate directly to QuickBooks from PracticeMaster regardless of whether Tabs3 is being used or not. Previously, client and cost integration was not available if Tabs3 was also being used. (Fees do not integrate with QuickBooks when Tabs3 and PracticeMaster are integrated.) 
• Added the ability to configure which clients and transaction codes integrate with QuickBooks. 
• Added the ability to specify a QuickBooks vendor when adding a cost to indicate who the check will be written to in QuickBooks. 

WORLDOX Integration 

• Improved WORLDOX integration provides a new option for searching WORLDOX documents without requiring conflict of interest searching. 
• An Import feature makes it easy to create PracticeMaster document management records from WORLDOX document records. 

All Reports 

• Added the ability to use proportional fonts. 
• Added the ability to include an optional footer with the date and time and optionally include user initials. 
• Added the ability to display negative numbers in red. 
• Added the ability to show commas in all numeric fields. 
• Added a new Advanced Printing Features window in Printer Setup that lets you configure the above options and more. 
• Various reports were completely redesigned to make the reports more readable. Techniques employed include use of black and gray lines; bold, italics, and gray text; gray shading of key information; and larger and smaller fonts than the base font. The Advanced Printing Features window also includes the ability to allow variable font sizes and styles, allow gray text and lines as well as configure the gray shade density and gray text/line density. 
• Added a Refresh button to the Preview window providing the ability to refresh the data displayed in the Preview window with any changes that were made since the report was first displayed. This feature lets you display a report, drill down to a transaction and edit it, and easily refresh the report without having to rerun the report. 
• Four-digit years are displayed in all date fields. 

Data Entry 

• Added support for international phone numbers in all phone fields. 
• Increased the length of Miscellaneous Lines 1-3 in the Client file from 35 characters to 50 characters. 
• Increased the maximum length of e-mail fields from 30 characters to 100 characters. 
• Added Units and Rate fields to the Cost file. 
• Redesigned the default client, fee and cost data entry windows to match the new Tabs3 layouts. 

Lookup Windows 

• The Calendar Code lookup window displays each calendar code using the background and foreground text color assigned to the calendar code. This makes it easy to find the calendar code you are looking for as well as see which colors are already used. 
• Every other row is lightly shaded making it easy to read across the row. 

Client File & Related Party File 

• Added the ability to display the weather for a client or related party’s zip code by clicking a Weather button (or right-clicking the record and selecting the Get Weather menu option from the Action menu). This feature displays an Internet Browser window with a Yahoo! Weather Web site for the selected contact’s zip code. 
• Added the ability to display a map for a client or related party’s address by clicking a Map button (or right-clicking a client and selecting the Get Map menu option from the Action menu). This feature displays an Internet Browser window with a Yahoo! Map Web site for the selected contact’s address. 

Related Party File 

• Increased the number of Related Party Categories that can be assigned to a Related Party from 4 to 8. 

Conflict of Interest Search and Contact Search 

• Added the ability to configure phone, e-mail and user fields for conflict and contact searching. Previously, only alpha, memo and related party field types could be configured for conflict and contact searching. 
• Added the ability to include a “.” (period) character in the search criteria.  

Spell Check 

• Added the option to spell check as you type. When this feature is enabled, right-clicking a word shown as misspelled displays a new right-click menu that includes possible replacement words, an Ignore option and an Add to Dictionary option. 
• Legal and technical dictionary files are now provided with the software. 
• Added the ability to ignore Internet domain names (e.g., xyz.com) when performing a spell check. 
• Added the ability to automatically change words with a specified replacement instead of receiving a prompt with the suggested replacement when a misspelled word is encountered. 
• A single user dictionary can now include words with the following actions: auto change, conditional change, exclude and ignore. Previously, the words were grouped into separate dictionaries. 
• Added the ability to specify the speed and accuracy of the initial search for suggested replacements for misspelled words. 
• Added the ability for each workstation to specify whether an automatic spell check is performed when adding transactions. Previously, this option was a system-wide setting. 
• Added an Undo button to the Check Spelling dialog box. This button can be used to undo the previous change when multiple misspelled words are encountered in a spell checking session. 
• Added Spell Check, Add/Delete Words and Spell Check Options to the right-click menu for fields that support spell check. 
• Eliminated the confirmation message box that is shown when you cancel spell checking. 
• Administrator rights are no longer required to spell check on a Windows NT/2000/XP workstation. 

Word Document Assembly 

• Renamed the toolbar shown in Word from “STI Toolbar” to “PracticeMaster Toolbar”. 
• As a result, a new CMTEMPLT.DOT file is installed. 

Phone Dialer 

• Added support for international phone fields. 
• Added support for the Microsoft Outlook phone field format with parentheses around the area code. 

Report Writer 

• Added a String Justify property to Text fields in PracticeMaster to assist with minor alignment issues that may be introduced when using proportional fonts. This field is particularly useful for fields and text labels that are right field justified. 
• Added the ability to code a continuous solid dash (-) or solid double line (=) as a separator within a Text field as well as optionally include text with the separator. Previously, the continuous line separators were available only in the Heading Line fields. 

System Configuration 

• Added the ability to rename a User ID to a new User ID. 
• Added the ability to reassign a User ID to an existing User ID allowing you to combine all records associated with a User ID to an existing User ID in all systems. 
• Added the ability to mark a User ID as “inactive”, which removes the User ID from all User Lookup windows. 

PracticeMaster Premier vs. PracticeMaster Basic 

• Introduced PracticeMaster Premier and PracticeMaster Basic. All existing PracticeMaster users who convert to Version 11 automatically have PracticeMaster Premier, which includes all PracticeMaster features. 
• Added the ability to purchase additional licenses for single users. 

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