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Customising the Client List Columns
Right click on one of the columns within the client list in Practice Manager to display a list of columns which you can select to display on your client list view.
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23 Mar, 2023
Views: 330
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Data Mine Shortcut
Within Practice Manager, simply select the More filters option to quickly open the data mine wizard where you can find a specific client or a group of clients depending on the conditions entered.
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23 Mar, 2023
Views: 328
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Opening a Relationship Client Record from a Report
Within a report that includes relationship data, simply click on the relationship and the client record will open in Practice Manager.
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23 Mar, 2023
Views: 326
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Number of Active Jobs Displayed on Job Templates Table
Within Admin Centre > Applications > Customise Practice Manager > Job Templates, you can now see a count of how many active jobs are using any given job template.
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23 Mar, 2023
Views: 325
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How to Add a Ceased Relationship as an Envelope Recipient
Within the Recipients screen, select Add/Manage Relationships to display the Relationship Manager dialog. Click the option Include ceased relationships which will then show you any ceased relationships for the client in the Relationship list. Select the ceased relationship recipient and click...
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03 Jun, 2025
Views: 321
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Opening a Client/Contact from the Relationships Screen in a Client Record
Within the Relationships screen for any client, select Open Client/Contact for quick access to the related client’s record.
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23 Mar, 2023
Views: 307
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How to create a Mailing List in Communications Centre
Go to Communications Centre. Select Mailing Lists from the left-hand menu. Click Create mailing list. Enter the Name and Description of the mailing list. Choose Recipients: All Specific Advanced client selection (Data Mine) Click Create to complete the creation of the mailing...
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18 Mar, 2026
Views: 39
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[COPY] How do I create Charity accounts in TaxCalc?
From version 16.5.460 of TaxCalc we introduced the option to create SORP compliant accruals accounts for Charitable Companies (Limited by Guarantee), Charitable Incorporated Organisations and Charitable Unincorporated Associations registered in England and Wales. These instructions will take you...
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26 Mar, 2026
Views: 5
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