A new PracticeMaster training video for filtering has been posted to the Internet. This video provides a quick introduction to filtering, the new Filter Editor window, and where filtering is used in PracticeMaster. You can view the Filtering Overview training video at http://www.tabs3.com/videos.
Archive for October, 2012
Did you know that we now post all of our training videos on the Internet? We moved the training videos to the Internet when we released Version 16.2 in September. You can find the training videos at http://www.tabs3.com/videos. There are more than 70 Tabs3 videos and more than 30 PracticeMaster videos available with over 9 hours of information! Our Training Video Library can be a great resource for you and your clients, especially for those firms that want self-guided training or those firms with new employees. The easiest way for users to access the training videos is to select the Help | Training Videos menu options in Tabs3 and PracticeMaster.
A new quick guide for Tabs3 Connect is now available. This 8-page document is loaded with graphics and tips and is ideal for Platinum firms when they are getting started with Tabs3 Connect. This quick guide may also be a useful resource for you when selling Platinum to give to those prospects who want even more information about Tabs3 Connect. You can find this new quick guide in KB article R11500, Tabs3 Connect Quick Guide. Take a quick look at this new resource for your sales toolbox!
Premium Brochure Updated
Oct 18
The Premium Brochure has been updated in eNews. It can be found in the Brochures section of the Marketing tab, and now contains new icons and Tabs3 Connect information. Be sure to update the materials you use to promote Platinum. As a reminder, the Brochures section contains color PDFs of our Trifold Brochure, Small Pricing Sheet, Premium Brochure, and Premium Pricing Page.
More Version 16.2 Changes
Oct 15
We recently added the following new features to Version 16.2. Be sure you and your clients are on the most current version of the software. The following features were posted on October 4, 2012 (Version 16.2.3.369).
- Accelerated conflict of interest searches in PracticeMaster Platinum – We recently optimized conflict searches to use the Platinum report accelerator, thus eliminating network traffic and dramatically improving searches that use the “Contains” option. For example, one “contains” search on our server that took 14 minutes before this change now takes less than 9 seconds.
- Improved Outlook Journal background threading – Optimized the process of journaling an e-mail when being sent by moving the processing to a background thread, allowing you to continue to work in the software while the record is being updated in Outlook. The slowness typically only occurred when journaling the first e-mail in a session.
Net 30 Reminder
Oct 8
There’s been more interest than ever in Platinum because of the Version 16.2 release, and the buzz Tabs3 Connect has created. As a reminder, we offer Net 30 terms to make it easy on existing clients to upgrade to Platinum without spending money up front. These terms are available for any firm upgrading to Platinum or Platinum SQL, or for any firm upgrading from regular Platinum to Platinum SQL. Once Platinum or Platinum SQL is installed, a firm is usually quite reluctant to return the product because the benefits more than outweigh the cost. If you have questions about the Net 30 terms, please contact a member of the Sales Department.
Tabs3 Connect Changes
Oct 3
We made numerous changes to Tabs3 Connect during the Beta period. Many of these changes were implemented as a result of requests from our beta users. You may have already noticed some of these changes!
- Added an All Fields button to the Client page
- Added a Units field to the New Cost page
- Added the Web Page field to the View Contact page
- Added hyperlinks to phone, e-mail, and URL fields in the generic file pages
- Added a View selector to the Calendar page (Calendar/Agenda/Task List)
- The Calendar button on the main page remembers the last calendar view
- Added a date selector to the Agenda View
- Improved scaling and text wrapping on Android devices
- Rearranged the View eNote page to save space and optimize for iPhones
- Improved the indicator for new eNotes where the green eNote icon changes to white
- Matter Manager has improved Area of Practice file selection logic
- Added a clear button to the search box
- PracticeMaster Help About window includes Tabs3 Connect release date and version
- Added the Tabs3 Connect Access Log, which tracks all log ins, log outs, lock outs, and downloads
Because Tabs3 Connect is new, we are making changes and improvements. It’s in everybody’s best interests that you make sure your Tabs3 Connect firms are updated on a regular basis (Help | Internet Resources | Software Update).
Also, don’t forget to periodically check out our Knowledge Base Article R11480, All About Tabs3 Connect. We continue to post additional information to this KB article. Recently, we added sections for How Tabs3 Connect Works, Security Considerations, and Best Practices.