This month we added a new feature to PracticeMaster that allows PracticeMaster Version 16.2 users to activate additional user licenses online. Orders are placed the same way as before, but once the payment has cleared, we will notify whoever placed the order that the new license can be activated. The user will be instructed to select the following menu option in PracticeMaster:  Help | Internet Resources | Upgrade Active User Limit.  This new feature streamlines the ordering process for both you and your PracticeMaster clients. Place the order for additional licenses in the morning—install the license the same day!  Please note this only works for existing Version 16.2 users that are on maintenance.  Call us if you have any questions!

Many of you have already ordered and installed your Demo NFR license. If you
haven’t yet taken advantage of this offer, now is the time! The Demo NFR license
makes it easier than ever to demo Tabs3 Connect and all of the other exciting
Platinum features.

For those of you who are using the Demo NFR license, we would like to provide
you with the following tips:

• Create your own sample data or use the instructions to install the standard sample data that we posted on August 30, 2012.
  • If using the sample data, renumber the timekeepers. Your NFR demo has a timekeeper limit of 5 whereas the sample data has 10 timekeepers.
  • After setting up users, renumbering timekeepers, and adding any of your own data customizations, make a backup and save it. If using HotBackup, rename the backup so it doesn’t get overwritten. Periodically restore this backup in order to erase the data that you enter during demos as well as any other data that prospects may have entered with their Tabs3 Connect login.
• When providing your Platinum prospects with credentials for your Tabs3 Connect:
  • Use unique e-mail addresses for each user. The same e-mail address can only be used once on Tabs3 Connect. The e-mail addresses do not need to be functional. It may be better not to use the law firm’s domain. Consider using your e-mail domain, such as [email protected], [email protected], etc.
  • Consider using the prospect’s firm name as the password.
  • Make it clear to the prospect how long the credentials will be available. You will need to determine if it is okay for multiple firms to access Tabs3 Connect at the same time. Keep in mind that all firms with active credentials will be able to see the other user names, timekeeper names, client names, etc.
  • Refresh the data regularly to eliminate data that your prospects may have entered. You may not want data entered by some prospects seen by other prospects. Be aware that data entered could potentially be inappropriate or offensive to others.
  • Test the credentials you have set up before distributing them.
• Periodically review usage by viewing the Tabs3 Connect Access Log in System Configuration.
• Consider installing your NFR Platinum Demo on a server that is turned on and has Internet access 24/7. Make it clear to the prospect what hours the credentials will be available.
• Install your NFR Platinum Demo on a computer that doesn’t have another Platinum installation. (If you do need to do this, call us.)

Let us know if you have other tips or best practices for the NFR demo that you’d like to share so we can update this post.