Consultant eNews

News and Resources for Consultants

Archive for July, 2023

New Knowledge Base Articles

Jul 27

Posted by Joe Abler in General, Knowledge Base | No Comments

New articles have recently been added to the Knowledge Base that you should check out.

R11918 – Importing Tabs3 CRM Leads in PracticeMaster

R11917 – Configuring and Using Tabs3 CRM

R11925 – Version 2023 Introduction to New Features

R11927 – Version 2023 Information & Resources

R11930 – Post Update Resources

R11919 – Configuring the Tabs3 Client Portal

R11921 – Troubleshooting the Tabs3 Client Portal

R11920 – Using the Tabs3 Client Portal

R11934 – Changing Banking Information in Tabs3 Software

R11926 – Version 2023 Frequently Asked Questions

R11928 – Third Party Integration Requirements (Ver. 2023)

R11923 – Tracking Check Requests

R11936 – Tabs3 CRM Resources

R11937 – Keeping Tabs3 Software Up To Date

R11939 – LexShare Resources

R11940 – Tabs3Pay Resources

Tabs3 Apparel and Accessories

Jul 27

Posted by Joe Abler in Forum, Marketing | No Comments

Tabs3 logo shirts are now available to order.  They are perfect attire for trade shows, meetings with potential customers, or the upcoming Forum! Each item is embroidered with our logo. In addition to logo shirts, various accessories are available such as blankets, drawstring bags, and more. Follow the link below for options. To purchase, simply email your order to [email protected] no later than August 10th.

Click for order form