Archive for November, 2018

ProCirrus Demonstration

Many of you are aware that ProCirrus is our preferred national hosting provider. To help you learn more about their services we’ve arranged for Ronny Loew to present a webinar on ProCirrus.  Below is Ronny’s invite.  A recording of the webinar will be made available after the session.

 

Please register for ProCirrus Cloud Demo for TABS3 Consultants on Nov 27, 2018 1:00 PM CST at:

https://attendee.gotowebinar.com/register/670948778204285953

Join STI and ProCirrus for a 45 minute overview on the ProCirrus Cloud. Learn about how to advise your clients on the decision to go cloud, criteria for cloud providers, the ProCirrus business model and more!

After registering, you will receive a confirmation email containing information about joining the webinar.

Ronny Loew

National Sales Director
ProCirrus Technologies, Inc

EMAIL:        [email protected]

 

 

New Consultant Agreement Required

An updated consultant agreement is available right here on eNews. This new agreement will be required to sell CosmoLex as well as any other Tabs3 product beginning in 2019. There is now only one agreement for all of our software. A link to the agreement is located under the CosmoLex and Tabs3 columns, and you can find it here. Once completed, you can return your signed agreement to Doug Kocian.

Version 19 Performance Improvements

We have been getting great feedback on Version 19. If you have customers holding back on updating to Version 19, we thought you may want to let them know about the various performance improvements in Version 19. Here is a condensed list.

Tabs3

  • The Client Lookup window now returns faster results when the Include Inactive Clients check box is cleared. This improvement applies to both Platinum and non-Platinum systems. Additionally, Platinum systems now use accelerated filtering Client Lookups.
  • The Update Statements process has been optimized. Firms that generally used an open (blank) client range may notice significant improvements in the time required to update statements.
  • The function that calculates accounts receivable balances has been optimized. As a result, multiple features in Tabs3 that calculate the current A/R balance (including reports) will load or process considerably faster.

PracticeMaster

  • The Active Only option when viewing the Client or Contact files is now accelerated, meaning that Platinum firms will see a significant performance boost. Additional improvements were made for non-Platinum systems to improve general performance of the Active Only option and reduce the possibility of PracticeMaster entering a “Not Responding” state while loading records.
  • A new “hideassembly” variable has been added to Word Document Assembly to hide the document assembly process. Adding this variable to your more complex document assembly templates could greatly reduce the amount of time to assemble the document.

All of these improvements are present in the most recent release of Version 19.