We recently posted a change in PracticeMaster to fix a “One or more errors occurred while searching for the e-mail in Outlook” message that occurred with Outlook 2013. This message occurred for some users when trying to save an e-mail from Outlook 2013 to PracticeMaster (both when sending and when journaling from the Inbox). Not all firms using Outlook 2013 experienced this problem; however, if your PracticeMaster clients use Outlook 2013, make sure they install updated programs in order to avoid any inconvenience (Version 16.2.4.479).
Archive for May, 2013
“Taking Care of Business” was our theme for this year’s Forum. However, it’s not just a theme for us. Taking care of business is something we do every day to make sure we provide you with quality products and tools to support your clients, so you can take care of your own business.
Those of you attending got to see a sneak peak of great new things to come in Version 17. Your input at this event always plays an important role in our product development. Keep those ideas coming!
Once again we had an amazing collection of resellers at this year’s Forum, with many seasoned veterans sharing their vast wealth of knowledge. Many thanks to the speakers below that volunteered their time and talent to help make our Forum so successful. We couldn’t do it without you!
2013 Forum Speakers
Mary Jo Boyd – Attorney Computer Systems
Debbie Foster – Affinity Consulting Group
Steven Best – Affinity Consulting Group
Sandy Adams – Affinity Consulting Group
Monica D’Amore – D’Amore Consulting LLC
Norman Calderon – Greentree Solutions LLC
Cathy Prichard – NorthWest Law Office Automation
Kate Jasaitis – The KCJ Consulting Co LLC
Paul Purdue – Attorney Computer Systems
Dominic Morinelli – Computer Network Services
Michelle Motyka – Affinity Consulting Group
Stacy Devlin – Affinity Consulting Group
Bill Baker – Baker+Cadence|Solutions
Rick Bernauer – CyTek Corporation
Norman Calderon repeats as Tabs3 Reseller of the Year.
Sandy Adams and Britt Lorish accept Reseller of the Year award for Affinity Consulting. They were also recipient of the Platinum Reseller of the Year.
Cathy Prichard returns to the awards circle and accepts her PracticeMaster award.
Your fearless sales guys from left to right, Craig Paulsen, Scott Baird, Joe Abler, Dan Berlin and Doug Kocian.
Trial Software Changes
May 9
You recently received an e-mail from us regarding our new downloadable Trial (see below for original e-mail). The new form automatically sends an e-mail to the address entered with the lead. To prevent these firms from receiving this automatic e-mail, simply use the link below we’ve created specifically for leads of this nature.
_____________________________
Good morning everyone,
In our effort to send you more leads, we have re-designed our trial software request form. There are two major changes.
First, we ask for much less information. Our research indicates that a shorter form will result in more leads to pass along to you.
Second, we now offer a downloadable trial from our main request form. The previous trial download page is no longer available. When you visit the new request form, you will notice a choice between a downloadable trial and a CD in the mail. If a download is selected, we automatically e-mail a link to our new download page, along with links to the same helpful resources that we offer with a physical CD.
Please visit our home page and click the “Free Trial Software” button to see our new form. Take a few minutes to fill it out, keeping in mind that some fields do not appear until a preceding field is completed.
Please let us know if you have any questions.
Updated Platinum Flyer
May 8
A new one-page condensed Platinum flyer is now available as a PDF right here in eNews. You can find it under Marketing, then Flyers & Whitepapers. The file is called “Tabs3 and PracticeMaster Platinum Flyer.”
If this flyer looks familiar to you to you, that’s because it’s very similar to the Platinum page in our premium brochure. This means if you leave the premium brochure with a prospective client, you won’t need to also leave a Platinum flyer.
We hope our marketing materials are valuable to you and to your prospective clients. If you have any ideas about additional marketing materials that would come in handy, let us know!