Consultant eNews

News and Resources for Consultants

Archive for January, 2014

New “Copy All” Feature

Jan 29

Posted by Dawn Bevans in General, Technical | No Comments

We recently added the ability to copy all records from any list to the Windows clipboard using Ctrl+Alt+C. Although Ctrl+C copies all selected records, there previously was no way to copy all records from lists that did not allow more than one record to be selected. This new Copy All feature works on all lists, and is available in all Version 17.1.1.807 or later products.

  • Added the ability to copy all records from any list to the Windows clipboard using Ctrl+Alt+C. The Copy All feature works on lists where you can select only one item and is available in all products.

2013 Tabs3 and PracticeMaster Reseller Awards

Jan 23

Posted by Scott Baird in PR / Announcements | No Comments

It is once again time to recognize the highest performing members of our channel during the past year.  Here are the 2013 Tabs3 and PracticeMaster Reseller Award winners:

PracticeMaster Reseller of the Year

  1. Britt Lorish, Sandy Adams and staff, Affinity Consulting Group (Roanoke, VA; Alpharetta, GA; and Coral Gables, FL)
  2. Donald Coker (Strafford, NH)
  3. Edie Zimmerman, Legal Software Solutions (Lake Worth, FL; Center Point, IN)

Tabs3 Billing Reseller of the Year

  1. Britt Lorish, Sandy Adams and staff, Affinity Consulting Group (Roanoke, VA; Alpharetta, GA; and Coral Gables, FL)
  2. Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)
  3. Cathy Prichard, Law Firm Automation (Kirkland, WA)

Platinum Reseller of the Year

  1. Britt Lorish, Sandy Adams and staff, Affinity Consulting Group (Roanoke, VA; Alpharetta, GA; and Coral Gables, FL)
  2. Paul Purdue, Attorney Computer Systems (Dundee, MI)
  3. Bill Baker, Baker + Cadence | Solutions (Hollister, CA; Sacramento, CA; Fountain Valley, CA)

3.  Harry Salavantis, Resource Advisors (Albany, NY; New York, NY)

3.  Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)

Reseller of the Year

  1. Britt Lorish, Sandy Adams and staff, Affinity Consulting Group (Roanoke, VA; Alpharetta, GA; and Coral Gables, FL)
  2. Bill Baker, Baker + Cadence | Solutions (Hollister, CA; Sacramento, CA; Fountain Valley, CA)
  3. Harry Salavantis, Resource Advisors (Albany, NY; New York, NY)

Congratulations to Britt, Sandy and the Affinity team, and all of the other resellers recognized for having such an outstanding 2013.

This year, we would also like to recognize in these same categories, the highest performing resellers with one certified Tabs3 and PracticeMaster location.  Here are the 2013 Single Site Reseller Award winners:

Single Site PracticeMaster Reseller of the Year

1.  Donald Coker (Strafford, NH)

2.  Renee Kodner, MicroLaw (Glendale, WI)

3.  Jim Degnan, FJP Enterprises (Jacksonville,  FL)

Single Site Tabs3 Billing Reseller of the Year

1.  Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)

2.  Cathy Prichard, Law Firm Automation (Kirkland, WA)

3.  Craig Spillman, Spillman Technology Solutions (Aurora, CO)

3.  Donald Coker (Strafford, NH)

3.  Jim Degnan, FJP Enterprises (Jacksonville, FL)

3.  Paul Purdue, Attorney Computer Systems (Dundee, MI)

Single Site Platinum Reseller of the Year

1.  Paul Purdue, Attorney Computer Systems (Dundee, MI)

2.  Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)

3.  Christina Cline, CR Cline & Company (Seattle, WA)

3.  Donald Coker (Strafford, NH)

3.  Monica D’Amore, D’Amore Consulting (Haddonfield, NJ)

3.  Nancy Brush, Just Solutions (Needham, MA)

Single Site Reseller of the Year

1.  Judy Lassek, Legal Software Services (Scottsdale, AZ)

2.  Paul Purdue, Attorney Computer Systems (Dundee, MI)

3.  Jim Degnan, FJP Enterprises (Jacksonville, FL)

Congratulations to Judy Lassek, and our other single site award honorees.

We look forward to recognizing all of you in Lincoln during the awards banquet at this year’s Forum.  Make sure to save the date, April 11-12.

Thanks to each of you for all the good work you do every year with Tabs3 and PracticeMaster clients.  We hope that we can build on 2013, and make 2014 the best year yet for your business, and for Tabs3 and PracticeMaster.

President’s Circle Members for 2014

Jan 21

Posted by Joe Abler in PR / Announcements | No Comments

We want to take this opportunity to recognize a special group of resellers who have earned the distinction of President’s Circle for 2014. To achieve President’s Circle recognition, Certified Resellers and Consultants must:

• Have strong new unit and upgrade sales.

• Provide feedback on developments and changes in our industry.

• Provide feedback on marketing concepts and ideas.

• Offer ideas for product enhancements.

• Participate in beta testing.

• Take part in trade shows or seminars in their area.

• Post articles and responses in industry listservs such as TechnoLawyer.

• Collaborate on articles, reviews and case studies for industry publications.

President’s Circle membership is updated every year. Members of the President’s Circle are listed on our Website along with a special logo designating their achievement. Members of the 2014 President’s Circle also have their fee waived to attend our annual Reseller Forum.

Here are the members of the 2014 President’s Circle in alphabetical order:

Congratulations to everyone on your outstanding achievements!

• Affinity Consulting Group LLC – Britt Lorish / Sandy Adams, Roanoke VA

• Attorney Computer Systems – Paul Purdue / Mary Jo Boyd, Dundee MI

• Baker + Cadence | Solutions – Bill Baker, Hollister CA

• CR Cline & Company LLC – Christina Cline, Seattle WA

• Cytek Corporation – Judy Best / Rick Bernauer, Kansas City MO

• D’Amore Consulting LLC – Monica D’Amore, Cherry Hill NJ

• Donald J Coker – Donald Coker, Strafford NH

• FJP Enterprises Inc – Jim Degnan, Jacksonville FL

• Greentree Solutions LLC – Norman Calderon, El Segundo CA

• Just Solutions Inc – Nancy Brush, Needham MA

• Law Firm Automation, Inc – Cathy Prichard, Kirkland WA

• Legal Data Management & Tech – De Etta Holder, Andover MN

• Legal Software Services – Judy Lassek, Scottsdale AZ

• Legal Software Solutions – Edie Zimmerman, Centerpoint IN

• MicroLaw Inc – Renee Kodner, Milwaukee WI

• Resource Advisors – Harry Salavantis, Albany NY

• Solfecta LLC – Katrina Jasaitis / Jeff Krause, Chicago IL

• Spillman Technology Solutions – Craig Spillman, Aurora CO

• The Garver Group Inc – Phil Garver, Voorhees NJ

Shipping Charges for 2014

Jan 15

Posted by Joe Abler in General | No Comments

We recently made minor changes to shipping costs to adjust for price increases by UPS. Below are new shipping costs for COD and prepaid letters. Please contact a member of the Sales Department at 402-419-2200 to verify prices such as any order containing multiple CDs or conversion instructions, Saturday delivery, or shipping beyond the lower 48 states.

COD Letters
UPS Ground (3 – 5 business days) $21
UPS Blue (2 day air) $36
UPS Red (overnight) $51

Prepaid Letters (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $11
UPS Blue (2 day air) $26
UPS Red (overnight) $41

COD Packages
UPS Ground (3 – 5 business days) $21
UPS Blue (2 day air) $37
UPS Red (overnight) $75

Prepaid Packages (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $11
UPS Blue (2 day air) $27

UPS Red (overnight) $65

QuickBooks Integration Issue

Jan 10

Posted by Joe Abler in Technical | No Comments

A recent issue has been acknowledged by Intuit regarding integration with QuickBooks 2013 R9 or later, including QuickBooks 2014.  Check numbers are not integrating from payment entries.  A note has been added to Knowledge Base Article R11530 (Third Party Integration Requirements) in the QuickBooks section.  Intuit is working on a change.