What’s New in PracticeMaster Version 10.7 

Palm Conduits 

• PracticeMaster Version 10.7 includes new Palm Conduits that can be used to synchronize Palm data with PracticeMaster data.  The new Palm Conduits provide simple one-button synchronization of data. Data is synchronized both ways at the same time. Once the Palm Conduits are configured, synchronizing information is as simple as placing the Palm in its cradle and pressing the HotSync button. 
• Conduits are provided for the Palm Address Book, Date Book and To Do List to integrate with the following PracticeMaster data: 

PracticeMaster	Palm
Events (Calendar File)	Date Book
Tasks (Calendar File)	To Do List
Related Parties	Address Book (additions and changes only)
Clients	Address Book (changes only)

• Enter your contacts, events and tasks using the familiar built-in Palm components. Enter a date in Palm and it’s synchronized to PracticeMaster. Enter a task in PracticeMaster and it’s synchronized to your Palm. Enter a contact in your Palm, and it’s synchronized to the Related Party file in PracticeMaster. Related Parties synchronize both ways. Clients also synchronize both directions; however, new clients can only be added in PracticeMaster. 
• The new Palm Conduits include the ability to add entries on the Palm to the Date Book and To Do List for other users and have those entries synchronized to PracticeMaster. 
• Sophisticated configuration lets you synchronize multiple Palm users on the same workstation. It includes the ability to configure different preferences for each Palm user from the same computer. 
• You can configure how you want conflicts synchronized, in the event the same record has been modified on both the Palm and in PracticeMaster (i.e., use the PracticeMaster record, use the Palm record or create a copy of both records). 

Date Book & To Do List 

• Optionally synchronize private PracticeMaster Events. 
• Optionally synchronize private PracticeMaster Tasks. 
• Optionally synchronize private Palm Date Book records. 
• Optionally synchronize private Palm To Do List records. 
• Optionally show the PracticeMaster User ID in the Palm Description (i.e., the first line of the entry) 
• Configure which of the following fields you want included in the Palm Note field:  Client ID, Client Name, Client Work Description, Related Party Key field. If selected, these fields will be shown within brackets in the Note field on the Palm. 
• Synchronize records for a single user, all users, or selected users. 
• Synchronize all dates or a range of dates based on the current date. For example, you can configure to only synchronize dates in the last week through the next two months. 
• Configure whether tasks with no due date will be synchronized. 
• Configure whether completed tasks will be synchronized. 
• Use PracticeMaster Calendar Codes as Palm Categories. 
• Configure whether PracticeMaster Events and Tasks can be deleted from PracticeMaster during synchronization if they were deleted in the Palm. 
• An advanced Query Wizard lets you further define exactly what records you want synchronized. For example, you can specify that you only want dates synchronized that use specific calendar codes. 

Address Book 

• Optionally synchronize private Palm Address records. 
• Configure labels to be used for phone fields on the Palm and specify which phone number will be displayed in the Palm Address Book List. 
• Optionally exclude PracticeMaster related party records from being synchronized. 
• Optionally exclude PracticeMaster client records from being synchronized. 
• Optionally synchronize secure PracticeMaster clients. 
• An advanced Query Wizard lets you further define exactly which clients or related parties you want synchronized. For example, you can specify that you only want: 
  • Clients synchronized that have a specific primary timekeeper 
  • Clients within a certain Client ID range synchronized 
  • Clients whose open date is within the last 4 weeks 
  • Related parties synchronized who have a specific Related Party category 
  • Related parties in a specific state 
• Use the default field mapping for Palm Address records or define your own field mapping for clients and related parties. 
• Configure the Client ID and the Related Party Key fields to be displayed within brackets in the Note field on the Palm. 

Palm Conduit vs. PracticeMaster Palm Application 

• Synchronization occurs automatically when using the new Palm Conduit. Simply place your handheld in the cradle and press the HotSync button. The PracticeMaster Palm Application requires separate procedures that have to be run every time you want to synchronize your data. 
• The new Palm Conduit synchronizes Dates and To Do entries both ways for other users. The PracticeMaster Palm Application synchronizes other user’s calendar entries to the Palm only. 
• When using the Palm Conduit and adding a calendar record for a client, you have to assign the date record to a client by entering the Client ID in the Palm Note field. When adding a calendar record for a client using the Palm Application, you can assign the date record to a client by selecting the client from a list. 
• The new Palm Conduit uses the familiar built-in Palm Address Book, Date Book and To Do List for data entry. The PracticeMaster Palm Application installs separate programs onto the Palm for data entry of tasks, events, related parties, and clients. 
• As a result of using the built-in programs on the Palm, the synchronization process is substantially faster when using the Palm Conduit as opposed to the PracticeMaster Palm Application. 
• The new Palm Conduit synchronizes changes made to clients in the Palm Address Book back to PracticeMaster. The PracticeMaster Palm Application does not allow changes to clients. 
• The new Palm Conduit has extremely sophisticated filtering capabilities so you can define exactly what information you want synchronized. 
• The new Palm Conduit lets you use any Palm Desktop User with any STI User ID. The PracticeMaster Palm Application requires that the Palm Desktop User Name matched the STI User ID (i.e., 8 character limit with no spaces or special characters). 
• The new Palm Conduit offers greater flexibility for the handling of conflicts caused by editing the same record on both the handheld and PracticeMaster. You can configure the Palm Conduit to automatically use the Palm value, the PracticeMaster value, or make a copy of both records. With the PracticeMaster Palm Application, changes made in PracticeMaster automatically overwrite the information on the Palm. 

Miscellaneous Enhancements 

View Menu 

• Added an Error Log and a Reset Log menu option to the View | Log Files menu allowing you to easily view and print the corresponding log files. 
• Moved the Support Log menu option to the View | Log Files menu option. 

Active User List 

• Added the ability for managers to optionally view the status of all users in all STI software instead of having to view this information from STI System Configuration. 
• Added the ability to reset selected users by allowing you to select more than one record in the list. Previously, you had to reset users individually or reset all users. 

Enhanced Error Troubleshooting 

• Added links to the errors listed in the Errors online Help topic that access the corresponding STI Knowledge Base articles on the Internet (support.SoftwareTechnology.biz). Extensive troubleshooting information is provided in the Knowledge Base for each specific error. 

STI System Configuration 

• Built in Temporary Backup and Restore Programs - Added the ability to make a temporary backup of the STI System Configuration data files from within the software using the new Back Up Data Files program. The backup file is created in a “BACKUP” subdirectory below the program directory. The new Restore Data Files program allows you to restore the temporary backup. Only one backup file is maintained. The backup procedure is a temporary backup and is intended not to replace, but rather supplement, existing backup procedures.

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