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Archive for category Knowledge Base

Version 17 Resources

Nov 5

Posted by Joe Abler in Knowledge Base | No Comments

For those of you using and supporting Version 17 Beta, be sure to take advantage of the many new resources already available in our Knowledge Base. Version 17 Information & Resources (Article R11531) has links to numerous Version 17 articles covering several topics including Conversion Information and New Version 17 Features.

The New Version 17 Features section includes links to multiple articles to prepare you to sell and support Version 17, including a Document Management Guide, FAQs, Worldox integration information, and more. At this time, Version 17 is only available as beta software.

Knowledge Base Gets Facelift

Feb 4

Posted by Dawn Bevans in General, Knowledge Base | No Comments

We recently updated the look of our Knowledge Base articles. We changed fonts, added a splash of color, added roll-overs for links, and implemented an overall freshened look which improves readability. Our Knowledge Base is available 24/7. You can access it while in the software by selecting Help | Internet Resources | Knowledge Base or by visiting http://www.support.tabs3.com. Check out our new look if you haven’t seen it yet!

New KB Articles on Filters & Expressions

Jan 21

Posted by Dawn Bevans in Knowledge Base, Technical | No Comments

Filters are true/false expressions that determine whether a record is selected. They are most commonly used on the List tab in PracticeMaster to quickly select which records will be displayed. In Version 16.2, we improved filtering to make it easier, including the new Filter Editor and a Show for All Users check box.

To make filters and expressions even easier, we’ve published three new Knowledge Base articles that help demystify them and provide numerous examples to get you started.

  • R11515 – Filter Expression Examples – This article is a growing compendium of expression examples for each file in PracticeMaster.
  • R11487 – Working with Indexes and Filters in PracticeMaster – This article provides an overview of what filters are, how they work, and how indexes help filtering.
  • R11493 – All About Expressions – This article defines what an expression is, provides information on where and why expressions are used, and demonstrates how to create simple and advanced expressions. This article also includes filter examples that show a side-by-side comparison of simple expressions created by the new Filter Editor compared to the advanced expression equivalent.

Do you have other common examples that you think would benefit others? If so, send us your expressions and we’ll add them to the new Filter Expression Examples article, which we hope will become a favorite resource for you and others!

Windows 8 and Windows Server 2012

Dec 5

Posted by Dawn Bevans in General, Knowledge Base, Technical | No Comments

We are pleased to announce that we have completed testing of our software on the Windows 8 and Windows Server 2012 operating systems and have updated the System Requirements on our Web Site and Knowledge Base to officially indicate this. During our testing of various platform combinations, we encountered an obscure issue that required a program change to our software. As a result, firms who use our software on Windows Server 2012 with one or more Windows 8 workstations need to make sure they update to Version 16.2.3.421 or later, which was posted November 29, 2012. The program change works around an intermittent caching issue with SMB 3, which is new in Windows 8 and Windows Server 2012.

To avoid problems, make sure that Windows Server 2012 users that have Windows 8 workstations have the most recent Tabs3 and PracticeMaster program files.

New Quick Guide for Tabs3 Connect

Oct 26

Posted by Dawn Bevans in General, Knowledge Base | No Comments

A new quick guide for Tabs3 Connect is now available. This 8-page document is loaded with graphics and tips and is ideal for Platinum firms when they are getting started with Tabs3 Connect. This quick guide may also be a useful resource for you when selling Platinum to give to those prospects who want even more information about Tabs3 Connect. You can find this new quick guide in KB article R11500, Tabs3 Connect Quick Guide. Take a quick look at this new resource for your sales toolbox!

New Knowledge Base Articles

Jul 16

Posted by Joe Abler in Knowledge Base | No Comments

The most recent Knowledge Base articles that have been posted are as follows: 

R11480 – All About Tabs3 Connect

  • Tabs3 Connect features
  • Configuration
  • FAQs
  • Logging in
  • Troubleshooting

R11490 – Version 16.2 Update Procedures

  • Information on updating to Version 16.2
  • How to get the update
  • New software features
  • FAQs
  • Troubleshooting

New Knowledge Base Articles

May 16

Posted by Joe Abler in Knowledge Base | No Comments

The most recent Knowledge Base articles to be posted are as follows: 

R11488 – Controlling Which Contacts Synchronize Between Outlook and PracticeMaster 

  • Set up
  • Private Outlook contacts
  • Using a separate contact folder
  • Do Not Sync check box
  • Filters 

R11475 – Tabs3 Transporter Technical Information 

  • Conversion notes
  • Instructions
  • Log file
  • Error troubleshooting
  • Field mapping

New Knowledge Base Articles

Apr 19

Posted by Joe Abler in Knowledge Base | No Comments

The most recent Knowledge Base articles to be posted are as follows: 

R11482 – Resources for Integrating PracticeMaster with Outlook 

  • All-in-one stop to find links for integrating PracticeMaster with Outlook 

R11483 – All About GLS Clients 

  • Archiving GLS clients
  • Creating a new Client 1 in GLS version 16 

R11476 – Tabs3 Transporter – Timeslips Data Conversion Program 

  • Tabs3 Transporter features
  • Detailed information on what data is converted from Timeslips 

R11428 – Getting Started with Tabs3 Client Funds and GLS Integration 

  • Step-by-step guide for users who want to start integrating Client Funds with GLS 

R11445 – Using the PracticeMaster Conflict of Interest Search (COI) 

  • Basics of COI
  • Running a COI search
  • Customizing the report
  • Tips and examples
  • FAQs
  • Troubleshooting

New Knowledge Base Articles

Mar 20

Posted by Joe Abler in Knowledge Base | No Comments

The most recent Knowledge Base articles to be posted are as follows: 

R11471 – Printing Tabs3 Statements on Specialty Paper

R11468 – Platinum SQL and ODBC Table Names

R11457 – Integration between PracticeMaster and Android Devices through Outlook

R11459 – Ethical Walls in Tabs3 and PracticeMaster Software   

R11473 – How to Change the Default Money Character

R11478 – Transitioning Outlook Recurring Entries to PracticeMaster

R11383 – Information Included in Tabs3 Reports (version 16)

New Knowledge Base Articles

Feb 22

Posted by Joe Abler in Knowledge Base | No Comments

Three new Knowledge Base articles were recently posted:

R11453 – Default E-mail Program Usage in Tabs3 and PracticeMaster

  • What an e-mail client is
  • When PracticeMaster and Tabs3 use an e-mail client
  • How to configure your default e-mail client 

R11467 – Quick Start Guides for Tabs3 and PracticeMaster

  • Links to Quick Start Checklists
  • Links to Quick Start Guides
  • How to access them 

R11446 – Working with PracticeMaster Report Writer

  • Step-by-step instructions on creating Report Writer reports
  • How to optimize reports
  • Frequently asked questions
  • Troubleshooting