Consultant eNews

News and Resources for Consultants

Archive for October, 2023

New KB Articles

Oct 27

Posted by Joe Abler in Knowledge Base | No Comments

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

R11947 – Version 2024 Introduction to New Features

R11949 – Version 2024 Information and Resources

R11948 – Version 2024 Frequently Asked Questions

R11942 – New Outlook and Tabs3 Software

R11943 – Accessing the Platinum SQL Database via ODBC

R11938 – Configuring and Using Tabs3 Cloud with Citrix Workspace

R11941 – All About Tabs3 Cloud

R11953 – Using Tabs3 Cloud

R11954 – Using Fee Geolocation

Forum 2023 Pictures

Oct 2

Posted by Joe Abler in Forum | No Comments

Monica D’Amore graciously accepts one of her two awards.
Steven Best and Britt Lorish collect the Consultant of the Year Award on behalf of Affinity Consulting Group.
Lisa Sprague, Caren Schwartz, Robert Rice, Kathy Eichenbaum, Steve Gallagher and Britt Lorish enjoy the reception.
The crowd looks on as Ken Kennedy performs some Jimmy Buffett!

Forum 2023

Oct 2

Posted by Joe Abler in Forum | No Comments

It was another great year here at Forum!  Your feedback and input while here are vital to product development.  As you can tell by what you heard while here, we are listening!

Our ProfitSolv partners and guests are always amazed with this group’s range of expertise, the willingness to share experiences, collaborate, offer advice, and help others.  It’s always good to hear some say that this is their favorite industry event!

Many thanks to our speakers and guests who took the time to prepare and present.  Our attendees appreciate your experiences, industry knowledge and expertise.  You really helped make this event a success.

  • Tabs3Pay – Jay Ablian, Kristy Mattson
  • CosmoLex Product Update – Erica Birstler, Joyce Brafford
  • Cross-Sell Update – Daniel Salpietra
  • Consultant Success Stories – Bill Baker, John Crowe, Caren Schwartz
  • Looking forward in CosmoLex – Erica Birstler, Pankaj Gupta
  • Consulting Post-Covid – Bill Baker, Jenn Ramovs, Judy Best, Monica D’Amore

We look forward to having you back again next year!  We’ll share dates as soon as we have them.