Ensuring your technology investment delivers what it promised
Has your practice achieved all it can in these areas?
Can Evolution LTS turn these solutions into everyday strategic advantages for your firm?
Tabs/Practice Master Tip 2 - Conflict of Interest Search
- Click on the Conflict of Interest icon in PracticeMaster
- Enter any piece of information that you recall from a file
- Hit Ok and preview the report to the screen
- Run your mouse down the page and wherever you see “yellow” means that you can double click and drill down to that exact record.
- Use this feature not just to find conflicts, but to find just about anything that exists in PracticeMaster!
Edie - LSS.