Training manuals
Training videos
Tips & Screenshots
New Year Staff Budgets
PM 10 - New Enhancements and Features
Practice Management 10.1
Bulk Email Correspondence
Practice Management
F9
When wanting to type in a new client name to search on. No matter where you are on the screen press F9. This will take you to the top and highlight the existing name ready to type over.
Crtl 1
Activates Client band
Crtl 2
Crtl 3
Crtl 4
Crtl 4
Crtl E
Crtl A
Activates Matter band
Activates Workflow band
Activates XPA band
Opportunities (Or your sequence of bands, depending on your modules)
Personal
Crtl 5
Edit
Add
File Menu displays 5 most recently viewed client records.
Plus all regular windows hot keys with the exception of italics, which in the Advance Console is Ctrl Shift I
“Where used” Right click on grey attribute name and select where used to filter on all records for this attribute.
Advance Console
Crtl P
Post
Time Sheets
Views
Crtl D
Diary view
Request for Data Conversion Support
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*Free conversion only includes chart of accounts list, item list (inventory quantities on hand are not included), customer list, supplier list and employee list (name and address only). Additional cost and a custom quote will be provided if converting transactions, balances (account, customer or supplier), employee payroll setup and if total combined lists contain more than 500 records.
If you have any questions on data conversion, please read the FAQs.