Our office will be closed on Thursday, November 24th and Friday, November 25th, in recognition of Thanksgiving. We hope everyone enjoys the holiday.
Archive for category General
On Wednesday, November 30th at 1pm Central Time, we will hold a 30-minute CalendarRules demonstration. We will present an in-depth demonstration of the integration between CalendarRules and PracticeMaster and answer any questions clients may have.
As always, you will be notified if any of your clients sign up for the webinar. Please remember to sign the reseller agreement with CalendarRules in order to get the commission in a timely manner. For more information about reselling CalendarRules, email Stacy Saliman at [email protected].
This will be a great opportunity for any of your clients who are interested in CalendarRules and want to see the integration. We will promote this webinar to all California PracticeMaster clients on maintenance.
If you believe one of your clients is interested, they can register here: http://forms.tabs3.com/cr
Tabs3 Transporter is a utility program used to perform a one-time conversion of Timeslips data (Versions 10, 11, and 2004 through 2016) to Tabs3 Version 18.1. Previous Timeslips updates have not necessitated making changes to Tabs3 Transporter. Unfortunately, modifying it for use with Timeslips 2017 will require significant changes to the transporter, therefore we have decided not to update Tabs3 Transporter to work with Timeslips 2017 at this time.
As a reminder, existing Timeslips customers are entitled to a 15% discount (up to $150) when purchasing Tabs3 software with Timeslips proof of purchase.
For additional information about the Tabs3 Transporter, please see KB Article R11476.
We are pleased to announce that we have completed testing of the Tabs3 and PracticeMaster software on the new Windows Server 2016 platform. We have updated the System Requirements on the Web Site and Knowledge Base to officially indicate this.
Nelco is now offering hologram security with their checks. They are our preferred check vendor for use with Tabs3 Trust Accounting and Tabs3 Accounts Payable. From the Tabs3 page on Nelco’s site, simply hover over “Hologram Security is now Available” with your mouse, and complete the form to receive additional information.
If you talk to a client who is interested in Nelco checks or forms, fill out the contact form and a Nelco representative will be in touch with them.
For more information about ordering checks from Nelco, visit KB Article R10978.
We will host a free PracticeMaster webinar on October 25th at 2pm Central Time. It will be promoted to leads, as well as Tabs3 users who have not purchased PracticeMaster. It will also be promoted to TechnoLawyer and American Lawyer Media subscribers.
As always, we’ll send you any of your leads or customers that sign up, as well as new prospects.
Those that sign up will have their name entered into a drawing for a free Fujitsu ScanSnap iX100 Wireless Mobile Scanner.
You can have your firms and prospects register at: http://forms.tabs3.com/pmdemo/
We’re currently offering free training sessions to help your office get up to speed on Tabs3 Software. If you would like to attend this training, or view the recorded sessions (available until Thanksgiving), send an email to [email protected] and we’ll provide the links that you need. The training sessions are as follows:
- Installing and Configuring Tabs3 Software
- Resource Discourse – An Overview of Knowledge Base
- What does it do? An overview of the Tabs3 suite of products
- Tabs3 Billing Procedures Overview
- The Power of PracticeMaster
- Integrating with Outlook and other 3rd party software
- Financial Software Integration Overview
- Customizing PracticeMaster
Our most recent posting of PracticeMaster includes the ability to View All fields in the Calendar File in Tabs3 Connect. This means that you can now view any custom fields implemented in the Calendar File while using Tabs3 Connect. Previously, only the default fields in the Calendar File were accessible via Tabs3 Connect. You will need to download new programs in order to use this feature (18.1.4.534 and later).
On September 2, 2016, we posted several new features to the CalendarRules integration we released last month.
- Configure Which CalendarRules Items Will Be All-Day Events
We added the ability to configure which CalendarRules record types will be created as All-Day Events in PracticeMaster. By default, any item with a Start Time is created as an event. You can now designate whether you want Trigger items, Appear or Attend items, File and/or Save items, and Other items that do not have a Start Time specified to be created in PracticeMaster as All-Day Events. Otherwise, they will be created as tasks.
- Matter Manager Has New Calendar Plan Filter
The Matter Manager now includes a new Calendar Plans filter. When using this filter, the list displays the trigger item for each generated Calendar Plan. Clicking the trigger item opens a View Calendar Plans window that shows all items in the Calendar Plan. This feature is available for CalendarRules Calendar Plans as well as Calendar Plans generated by PracticeMaster Calendar Plan Templates.
- Matter Manager Has New Calendar Plan Icons
When viewing All Activity in the Matter Manager, we added new icons to distinguish whether the event is a regular event, a Calendar Plan event or a CalendarRules event, and whether the task is a regular task, a Calendar Plan task or a CalendarRules task.
These new features are available with 18.1.4.534 and later. You can learn more about CalendarRules integration in the following resources:
- Knowledge Base Article R11713 – CalendarRules Integration Overview
- Recorded Webinar – CalendarRules Integration with PracticeMaster – http://forms.tabs3.com/cr