Consultant eNews

News and Resources for Consultants

Reseller Training on Tabs3 and PracticeMaster

Nov 11

Posted by Joe Abler in PR / Announcements | No Comments

In October, our staff held 16 sessions of online training over the Tabs3 Billing, Financial, and PracticeMaster software. If you missed that training, you can sign up now for links to streaming videos from all of the sessions below at the same $60 price. Streaming videos will be available until December 12th.

Here are the sessions you missed:

    • Ordering, Installing, and Setting up users on Tabs3 Software
    • Setting up Tabs3 Billing Software for New Firms
    • Customizing Statements in Tabs3
    • Reporting in Tabs3 Billing
    • Making Adjustments in Tabs3 Billing
    • Configuring and Using Tabs3 General Ledger
    • Accounts Payable and Trust  Accounting Basics
    • Integration between Tabs3 Billing and Financial Software
    • PracticeMaster Out of the Box Part One
    • PracticeMaster Out of the Box Part Two
    • PracticeMaster and Outlook Integration
    • PracticeMaster Document Assembly Basics
    • PracticeMaster WorkFlows
    • PracticeMaster Report Writer
    • PracticeMaster Document Management
    • PracticeMaster Calendar Plan Templates

For just $60 – you can get over 16 hours of training that cover everything from ordering and installing the software to customizing it to work best for your clients. Sign up here to get access to these sessions:

https://www.eventbrite.com/e/recordings-tabs3-training-for-resellers-and-consultants-registration-13964920453

Recent Version 17.1 Performance Enhancements

Nov 5

Posted by Dawn Bevans in General | No Comments

We recently posted updated programs that include the following performance enhancements (Version 17.1.3.1051):

  • PracticeMaster has been optimized to reduce network traffic during the periodic Calendar Alarm Refresh (which occurs every 5 minutes). This performance enhancement will be most noticeable for users that have a large number of future dated events and tasks with alarms.
  • Minimized network traffic that occurs when displaying tooltips for drill-down items in the Report Viewer of all software.
  • Much faster performance in certain lookup lists. This optimization will be most noticeable in the following files for non-Platinum firms with a large number of records in those files:
    • Tabs3 Fee, Cost, Payment, Client Funds, and Client Ledger lookups
    • Accounts Payable Invoices
    • Trust Accounting Transactions
    • Tabs3 Remote Transactions
    • PracticeMaster
      • Smart tabs other than “All”
      • Client Editor window trailing pages (i.e., Fees, Costs, Journal, Calendar, etc.)
      • Client lookup restricted to single Area of Practice
      • Contact Editor window trailing pages (i.e., Journal, E-mail, Document, etc.)
      • Document Versions list
      • eNote Quick Clicks filters (All My eNotes, My Unread eNotes, etc.)
      • Outlook Sync Log Quick Clicks filters

New Conversion Programmer on Staff

Oct 30

Posted by Joe Abler in PR / Announcements | No Comments

Given the high demand for conversions to Tabs3 from other programs, and the resulting delays in scheduling conversions, we have added another conversion programmer to our team. To schedule a conversion, or for more information on working with our conversion programmers, contact our sales department at 402 419-2200.

Changes to Documentation Page

Oct 29

Posted by Joe Abler in Marketing | No Comments

We recently reorganized the Documentation page on our web site to make it easier to use. You can see the newly posted page at Tabs3.com/docs. The documents are now organized by product (i.e., Tabs3 Billing Documentation, PracticeMaster Documentation, etc.), which will make it easier for readers to find what they are looking for.

There is a new addition to the PracticeMaster section of Documentation, our Customizing PracticeMaster Guide. This impressive guide is nearly 100 information-packed pages, and covers everything pertaining to the modification of PracticeMaster. You’ll notice that all version 17 documents now have our new cover page.

2015 Forum

Oct 28

Posted by Joe Abler in PR / Announcements | No Comments

Mark your calendar, dates for the 2015 Forum are set! The Forum will be held March 20-21 (Friday & Saturday) at the Embassy Suites in downtown Lincoln. Watch your inbox for upcoming details. We look forward to seeing you all there!

Recent Version 17.1 Changes

Oct 15

Posted by Dawn Bevans in General | No Comments

We recently posted updated programs that include the following enhancements (Version 17.1.3.1031):

  • PracticeMaster includes performance improvements when assembling complex documents.
  • We updated the Search Indexes in PracticeMaster to improve handling of documents that contain fonts with special formatting. To take advantage of the enhancement, the Indexes for E-mail Attachments and Linked Documents must be rebuilt after the program is updated (Search | Search Settings | Rebuild Index).
  • The Change WIP Transactions program in Tabs3 now includes transactions with a status of “Save”.

 

Trade Show Banners and Materials

Sep 26

Posted by Joe Abler in Marketing | No Comments

At the Reseller Forum this spring many of you were able to see the new table top banners we now have available for trade shows and speaking events. We’re happy to provide one of these banners, as well as materials to help promote such an opportunity. Look how good the banner makes Rick Bernauer from CyTek Corporation look!

If you would like to use one of the banners, simply contact your sales rep and let them know of your event. We’ll need to know the date(s), and how many attendees are expected.
enews banner photos

Promotion to earn $100!

Sep 17

Posted by Joe Abler in Tips | No Comments

TSYS Merchant Solutions is currently running a promotion that pays you $100 every time you refer a client that activates a new merchant account. This opportunity will not cost you anything. Simply click the link below for a webinar recording that explains the details.

https://tabs3.webex.com/tabs3/ldr.php?RCID=0007714b18d1b07406ffe5632c9fc040

If you have any questions about setting up your account in the TSYS Affiliate Resource Center, please contact Craig Raridon (402-574-7986 or [email protected]).

Ken Merkt to Retire

Sep 4

Posted by Joe Abler in PR / Announcements | No Comments

We want to let you know that STI’s Executive Vice President, Ken Merkt, is retiring from day to day operations at STI as of this Friday, September 5th.

Over the past 31 years, Ken has made countless contributions to the growth and success of STI.  Working with resellers and consultants has been a large part of Ken’s work here.  He has led our planning efforts for the annual Reseller Forum the past few years.  Although he will not be doing that for our 2015 Forum, we are happy to say that Ken will attend next year’s Forum, giving you a chance to share memories with him and wish him well in his retirement.

We have been lucky to have Ken on our team, and we are extremely grateful for everything that he has contributed over the past three decades.  He will be missed.

We wish Ken all the best as he starts to enjoy his retirement.  Please let us know if you have any questions.

Brad, Dan and Scott

photoretire

New Knowledge Base Articles

Aug 28

Posted by Joe Abler in Knowledge Base | No Comments

These new Knowledge Base articles have been posted. The most recently published articles can always be found on the front page of KB under the New Articles section.

Restructuring Duplicate Contacts (R11609) – This article includes scenarios where duplicate contacts were created during the process of converting Tabs3 and/or PracticeMaster data to Version 16, and the steps to clean up and manage the duplicate contacts.

Frequently Asked Questions for All Products (R11567) – This article includes a list of resources with frequently asked questions regarding software and features.