Consultant eNews

News and Resources for Consultants

Archive for April, 2020

New Feature! – Tabs3 Connect Users added to the User List

Apr 15

Posted by Joe Abler in PR / Announcements | No Comments

A new Version 2020 feature was recently added to the existing User List found in System Configuration (Reports | User List).  After downloading the most recent update firms will see two new options available when running this report, “Print Tabs3 Connect Access” and “Only Include Tabs3 Connect Users”. 

The Print Tabs3 Connect Access check box will include a new column on the report indicating whether the user has Tabs3 Connect Access or not (Yes or No). If the user has Billing Only Tabs3 Connect access, it will indicate “Billing Only” instead of Yes or No.  

We also added an option (Only Include Tabs3 Connect Users) to filter the report for only users that are configured for Tabs3 Connect to make it even easier to see which users are configured.

Firms with maintenance on 20.1 are eligible for this new feature and can simply Check for Updates to obtain it.  This change is NOT available in the Pre-Release version (20.2) but will be in the near future.   Help|About will indicate if a firm is on Pre-Release. 

Collaboration Database Reminder

Apr 14

Posted by Joe Abler in General | No Comments

I would like to remind everyone about our collaboration database that many of you have contributed to.  This database contains numerous consultants who offer a wide variety of specializations including Tabs3 and PracticeMaster, accounting, 3rd party integrations, Outlook, SQL assistance, knowledge about competition, and much more. If you’re not already familiar with your peers in our consultant channel and would like expert knowledge in a specific area, we’re happy to connect you.

Tabs3 Transporter Testing

Apr 2

Posted by Joe Abler in General | No Comments

Recently you were notified that we were updating the Tabs3 Transporter.  This update will allow customers to convert from Timeslips Version 2017 and newer.  Previously this utility program was limited to converting only versions 2016 and prior.

Testing is in its final stages and we are ready to put it to work.  The Transporter is very much looking forward to rescuing Timeslips data!  We would love to hear from you.  If you have a Timeslips customer running version 2017 or newer that is interested in converting to Tabs3, let us know.  For a limited time, we’ll do the conversion in-house, and do it for free!  If you have questions or are interested in a conversion, contact [email protected].  We are still running the 15% off discount (limit $150) for Timeslips users.

Forum Changes and Working From Home Information

Apr 1

Posted by Joe Abler in Forum, General | No Comments

Like many of you, we are making changes to cope with present-day adversity and all of the challenges that come with it.  Nearly all of our employees are working from home, including Sales and Technical Support staffs.  This has presented its share of challenges, but we are up for the task and doing our best to maintain the quality of service you’ve come to know.  We appreciate everyone’s patience and understanding during these unprecedented times.

As you know, we’ve rescheduled the Forum for Thursday and Friday, September 10th & 11th with a CosmoLex deep dive scheduled early to mid-afternoon on Wednesday September 9th.  A President’s Circle member meeting will also take place on Wednesday late in the afternoon.

Consultants and customers were notified of a new resource available called Working From Home.  It covers options such as Tabs3 Connect, remote access software, hosted solutions, etc.  This document also includes videos for Remote Access Overview and Working with Tabs3 Connect.  This is great to share with customers and prospects alike.  A link to it can also be found from a new banner located on top of the Tabs3 Homepage.

New Feature!

Apr 1

Posted by Joe Abler in General, PR / Announcements | No Comments

Due to an influx of interest from customers wanting the ability to export client lists containing  email addresses from Tabs3, we’re now including the email field automatically when users select the “Export As” radial button from within Client Labels.  Many firms wanted to communicate information about COVID-19 using bulk emailing.  This feature can be found in version 20.1.8.917 and later.  For additional information, visit Knowledge Base Article R11845, “Exporting Email Addresses from Tabs3 Software.”