We recently made a few changes to Version 16 that you can download from our Web site. They are available in Version 16.1.2.933 or greater and will have a date of 9/14/2011 or later. 

  • A change made in August to the Outlook Toolbar Plug-in caused the following message if the reading pane is not displayed: “Unable to find the e-mail in Outlook. The PracticeMaster record indicator for this e-mail will not be updated.” This was fixed. 
  • You can now manually select an address type of Matter in the Client Information window in addition to Home, Business, or Other. 
  • You can now edit a Matter address in the Client Information window. 
  • Changing address, phone or e-mail information for the base matter will now propagate through all other matters for the client that are secure or use a Matter address, provided the information matches. This change now includes address details. 

We believe that the editable Matter address and propagation changes will make it easier for users who have converted from previous versions to continue to use the software in the manner they previously employed. These changes will allow firms to support unique address requirements without creating additional contact records. Please keep in mind that there are several disadvantages to using a Matter address including the following:  

  • Lose the ability to maintain a unified contact database between Tabs3, PracticeMaster, and Tabs3 Trust Accounting
  • Allows non-standard information in address fields
  • Address changes to the matter record will not affect the client contact’s address
  • Matter address is not updated if the contact address is changed
  • Requires editing of multiple records unless you edit the base matter
  • Conflict/contact searching not as easy due to duplicates
  • Matter addresses do not integrate with Outlook
  • Can cause issues with PracticeMaster document assembly because documents coded to retrieve address information from the Contact file will not be able to retrieve address information from the Matter address in the Client file 

Contact Bruce Policky or Technical Support if you have any questions. Once you download, additional information regarding the Matter address can be found in the Help.