Consultant eNews

News and Resources for Consultants

Archive for April, 2012

New Knowledge Base Articles

Apr 19

Posted by Joe Abler in Knowledge Base | No Comments

The most recent Knowledge Base articles to be posted are as follows: 

R11482 – Resources for Integrating PracticeMaster with Outlook 

  • All-in-one stop to find links for integrating PracticeMaster with Outlook 

R11483 – All About GLS Clients 

  • Archiving GLS clients
  • Creating a new Client 1 in GLS version 16 

R11476 – Tabs3 Transporter – Timeslips Data Conversion Program 

  • Tabs3 Transporter features
  • Detailed information on what data is converted from Timeslips 

R11428 – Getting Started with Tabs3 Client Funds and GLS Integration 

  • Step-by-step guide for users who want to start integrating Client Funds with GLS 

R11445 – Using the PracticeMaster Conflict of Interest Search (COI) 

  • Basics of COI
  • Running a COI search
  • Customizing the report
  • Tips and examples
  • FAQs
  • Troubleshooting

Exchange Connector Released

Apr 18

Posted by Joe Abler in PR / Announcements | No Comments

An access code was previously required when setting up integration between the Exchange Connector and a firm’s Exchange server.  It is now officially released, and this access code is no longer required for PracticeMaster versions 16.1.2.1112 and greater.  These changes were posted on March 30, and are available for download.  See KB Article R11427 (Configuring the PracticeMaster Platinum Exchange Connector) for information regarding the Exchange Connector.

Exchange Connector Advantages

  • PracticeMaster and Outlook stay synchronized, even when PracticeMaster is not open on your workstation.
  • Only one “administrative” Exchange user needs access rights to other users.
  • Periodic synchronization occurs at the server reducing network traffic.
  • The Exchange Connector performs a single periodic synchronization for all users, ensuring that everyone is up-to-date.
  • Access rights to users’ Exchange folders are automatically assigned to the “administrative” user as they log into PracticeMaster.
  • Only requires that PracticeMaster be running on one computer in the office for synchronization to occur for all users.

Tabs3 Transporter Update

Apr 2

Posted by Joe Abler in General | No Comments

Due to popular demand for the free Timeslips conversions, we are no longer scheduling free conversions from Timeslips to Tabs3. We anticipate Tabs3 Transporter, the new program for converting Timeslips data to Tabs3, will be released and available for free download in May, 2012.  Additional details regarding Tabs3 Transporter can be found in R11476, Tabs3 Transporter – Timeslips Data Conversion Program.