Consultant eNews

News and Resources for Consultants

Archive for November, 2014

Reseller Training on Tabs3 and PracticeMaster

Nov 11

Posted by Joe Abler in PR / Announcements | No Comments

In October, our staff held 16 sessions of online training over the Tabs3 Billing, Financial, and PracticeMaster software. If you missed that training, you can sign up now for links to streaming videos from all of the sessions below at the same $60 price. Streaming videos will be available until December 12th.

Here are the sessions you missed:

    • Ordering, Installing, and Setting up users on Tabs3 Software
    • Setting up Tabs3 Billing Software for New Firms
    • Customizing Statements in Tabs3
    • Reporting in Tabs3 Billing
    • Making Adjustments in Tabs3 Billing
    • Configuring and Using Tabs3 General Ledger
    • Accounts Payable and Trust  Accounting Basics
    • Integration between Tabs3 Billing and Financial Software
    • PracticeMaster Out of the Box Part One
    • PracticeMaster Out of the Box Part Two
    • PracticeMaster and Outlook Integration
    • PracticeMaster Document Assembly Basics
    • PracticeMaster WorkFlows
    • PracticeMaster Report Writer
    • PracticeMaster Document Management
    • PracticeMaster Calendar Plan Templates

For just $60 – you can get over 16 hours of training that cover everything from ordering and installing the software to customizing it to work best for your clients. Sign up here to get access to these sessions:

https://www.eventbrite.com/e/recordings-tabs3-training-for-resellers-and-consultants-registration-13964920453

Recent Version 17.1 Performance Enhancements

Nov 5

Posted by Dawn Bevans in General | No Comments

We recently posted updated programs that include the following performance enhancements (Version 17.1.3.1051):

  • PracticeMaster has been optimized to reduce network traffic during the periodic Calendar Alarm Refresh (which occurs every 5 minutes). This performance enhancement will be most noticeable for users that have a large number of future dated events and tasks with alarms.
  • Minimized network traffic that occurs when displaying tooltips for drill-down items in the Report Viewer of all software.
  • Much faster performance in certain lookup lists. This optimization will be most noticeable in the following files for non-Platinum firms with a large number of records in those files:
    • Tabs3 Fee, Cost, Payment, Client Funds, and Client Ledger lookups
    • Accounts Payable Invoices
    • Trust Accounting Transactions
    • Tabs3 Remote Transactions
    • PracticeMaster
      • Smart tabs other than “All”
      • Client Editor window trailing pages (i.e., Fees, Costs, Journal, Calendar, etc.)
      • Client lookup restricted to single Area of Practice
      • Contact Editor window trailing pages (i.e., Journal, E-mail, Document, etc.)
      • Document Versions list
      • eNote Quick Clicks filters (All My eNotes, My Unread eNotes, etc.)
      • Outlook Sync Log Quick Clicks filters