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!
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!
2012 Reseller Awards
Jan 18
It’s time once again to recognize our award winners, and reveal first, second, and third place finalists (with ties), that all had outstanding years!
Platinum Award
Britt Lorish, Sandy Adams and staff, Affinity Consulting Group, Roanoke
Here are your top Platinum resellers in order of finish:
1) Britt Lorish, Sandy Adams and staff, Affinity Consulting Group, Roanoke VA
2) Harry Salavantis and Stephanie Cleveland, Resource Advisors, Albany NY
3) Bill Baker, Baker + Cadence | Solutions, Hollister CA (Tied with)
3) Jeff Krause, Krause Practice Management LLC, Waterford WI (Tied with)
3) Judy Best and Rick Bernauer, CyTek Corporation, Kansas City MO (Tied with)
3) Mohammad Khorasani, Solutions Oriented Systems Inc, Seattle WA
Congratulations to Britt, Sandy and staff on a job well done. Thanks to all the others that had great years selling Platinum. With the release of Version 16.2 and features such as Tabs3 Connect, we anticipate even more Platinum sales, and an even more competitive award in 2013!
PracticeMaster Award
Cathy Prichard, NorthWest Law Office Automation Inc, Kirkland WA
Here are your top PracticeMaster resellers in order of finish:
1) Cathy Prichard, NorthWest Law Office Automation Inc, Kirkland WA
2) Britt Lorish, Sandy Adams and staff, Affinity Consulting Group, Roanoke VA
3) Bill Baker, Baker + Cadence | Solutions, Hollister CA (Tied with)
3) Jim Degnan, Degnan & Associates, Jacksonville FL
Congratulations to Cathy on a fine year selling PracticeMaster. Thanks to Britt, Sandy and their staff, Bill and Jim as well!
Tabs3 Award
Norman Calderon, Greentree Solutions LLC, El Segundo CA
Here are your top Tabs3 resellers in order of finish:
1) Norman Calderon, Greentree Solutions LLC, El Segundo CA
2) Judy Best and Rick Bernauer, CyTek Corporation, Kansas City MO
3) Britt Lorish, Sandy Adams and staff, Affinity Consulting Group, Roanoke VA
Congratulations to Norman who was a repeat winner with this award! Thanks to Judy and Rick, Britt, Sandy and their staff as well!
Reseller of the Year Award
The Reseller of the Year Award is based on overall business generated from both existing and new users of Tabs3 and PracticeMaster software. This year’s winner raked in two big awards, and competed for two others with their impressive year.
We are very proud to announce our Reseller of the Year for 2012:
Britt Lorish, Sandy Adams and staff, Affinity Consulting Group, Roanoke VA
Congratulations Britt, Sandy and staff! Affinity Consulting Group had a terrific year generating revenue from upgrades as well as new sales. Way to go!
Here are your finalists in order of finish who also had terrific years selling Tabs3 and PracticeMaster:
1) Britt Lorish, Sandy Adams and staff, Affinity Consulting Group, Roanoke VA
2) Paul Purdue, Attorney Computer Systems, Dundee MI
3) Bill Baker, Baker + Cadence | Solutions, Hollister CA
Congratulations to Britt, Sandy and staff on a job well done. Thanks to Paul and Bill as well!
We want to take this opportunity to recognize a special group of resellers who have earned the distinction of President’s Circle for 2013. To achieve President’s Circle recognition, Certified Resellers and Consultants must:
• Have strong unit and upgrade sales.
• Provide feedback on developments and changes in our industry.
• Offer ideas for product enhancements.
• Participate in beta testing.
• Take part in trade shows or seminars in their area.
• Post articles and responses in industry listservs such as TechnoLawyer.
• Collaborate on articles, reviews and case studies for industry publications.
President’s Circle membership is updated every year. Members of the President’s Circle are listed on our Website along with a special logo designating their achievement. Members of the 2013 President’s Circle also attend our annual Reseller Forum in the spring for free.
Here are the members of the 2013 President’s Circle in alphabetical order:
Congratulations to everyone on your outstanding achievements!
• Affinity Consulting Group LLC – Britt Lorish / Sandy Adams, Roanoke VA
• Attorney Computer Systems – Paul Purdue / Mary Jo Blohm, Dundee MI
• Baker + Cadence | Solutions – Bill Baker, Hollister CA
• CyTek Corporation – Judy Best / Rick Bernauer, Kansas City MO
• D’Amore Consulting LLC – Monica D’Amore, Cherry Hill NJ
• Degnan & Associates – Jim Degnan, Jacksonville FL
• Greentree Solutions LLC – Norman Calderon, El Segundo CA
• Ileene K Levine Consulting – Ileene Levine, Milwaukee WI
• Krause Practice Management LLC – Jeff Krause, Waterford WI
• Lan-Tech, Inc – David Moon, Marietta GA
• Legal Software Services – Judy Lassek, Scottsdale AZ
• MicroLaw – Ross Kodner / Renee Kodner, Milwaukee WI
• NorthWest Law Office Automation – Cathy Prichard, Bellevue WA
• PC Support Inc – Nancy Childerston, Hockessin DE
• Resource Advisors – Harry Salavantis / Stephanie Cleveland, Albany NY
• Solutions Oriented Systems Inc – Mohammad Khorasani, Seattle WA
• Spillman Technology Solutions – Craig Spillman, Aurora CO
• The Garver Group Inc – Phil Garver, Voorhees NJ
• The KCJ Consulting Co LLC – Katrina Jasaitis, Chicago IL
• The Systems Shop – Jeff Levine, New York NY
Shipping Charges
Jan 7
We recently made minor changes to shipping costs to adjust for price increases by UPS. Below are new shipping costs for COD and prepaid letters. Please contact a member of the Sales Department at 402-419-2200 to verify prices such as unit shipping (any order containing multiple CDs or conversion instructions), Saturday delivery, or shipping beyond the lower 48 states.
COD Letters
UPS Ground (3 – 5 business days) $20
UPS Blue (2 day air) $33
UPS Red (overnight) $48
Prepaid Letters (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $10
UPS Blue (2 day air) $23
UPS Red (overnight) $38
COD Packages
UPS Ground (3 – 5 business days) $20
UPS Blue (2 day air) $35
UPS Red (overnight) $70
Prepaid Packages (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $10
UPS Blue (2 day air) $25
UPS Red (overnight) $60
Looking for a clever way to promote Tabs3 Connect when you communicate with clients and prospects? Check out the signature line used by one of our President’s Circle members, Monica D’Amore with D’Amore Consulting LLC. Way to go Monica!
Version 16.2 Changes Posted
Dec 20
Our most recent posting on December 20, 2012 includes the following enhancements (Version 16.2.3.436):
- Improved Installation on Windows 8 – Windows 8 includes tiles for every item in the start menu. As a result, we’ve moved the Documentation and Slide Show items from the Start screen to the Help menu in the software to provide a cleaner look. The new Help menu options are available for all users; however, the Documentation and Slide Show items have been removed only for Windows 8 installs.
- Credit Card Authorization – The Security Code field on the credit card authorization window is no longer required by Tabs3, thus making it easier and more secure to process manual credit card payments that are sent via mail. We also removed this field from the Credit Card Remittance form layout provided with the software and sample data.
- HotDocs 11 Support – Added support of HotDocs document assembly template *.TTX and *.DOCX files. Added support for *.TTX and *.DOCX files to WorkFlows when specifying HotDocs document assembly templates.
Several people have asked for clarification regarding how to determine the number of PracticeMaster licenses required for Tabs3 Connect. The number of PracticeMaster licenses you have determines the number of people that can be logged into PracticeMaster and Tabs3 Connect at the same time. For example, if 10 people are logged into PracticeMaster at your office and 5 people are logged into Tabs3 Connect, you will need 15 PracticeMaster licenses. If one attorney has PracticeMaster open on his desktop and then logs into Tabs3 Connect, this counts as two logins. Furthermore, the number of users that can be configured for Tabs3 Connect is limited to the active user limit of your firm’s PracticeMaster license.
Congratulations to Christel Burris of Push One Button Inc. of Marshall, NC who reached Certified Reseller status for Tabs3 and PracticeMaster! Push One Button Inc. will be added to our Certified Reseller list and map.
http://www.tabs3.com/resellers/cr_southeast.html
Please contact your Sales Representative if you have questions on becoming a Certified Reseller.
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.