Consultant eNews

News and Resources for Consultants

Version 16 Changes

Jan 27

Posted by Bruce Policky in General | No Comments

Based on feedback from users, the following program enhancements were made in version 16.

PracticeMaster

In September of 2011, a Keep Linked check box was added to the Calendar editor in version 16 to indicate whether the calendar record is part of a series of linked calendar records. When a calendar entry was made with only one User assigned to it, the Keep Linked check box was cleared upon saving the entry.

Beginning with version 16.1.2.1054 dated 1/23/2012 and later, if the check box is cleared and a single user has been selected, the Keep Linked check box will be automatically selected upon saving the record. This is done to ensure that any users added to the User/Group field of the record at a later time will be linked by default.

Accounts Payable (APS)

APS users with access rights to Post Checks, Void Posted Checks, Post Unpaid Invoices, Unpost Unpaid Invoices, or Unpost Single Unpaid Invoice programs no longer need rights to add journal entries in GLS in order for APS to automatically post applicable GLS journal entries.

New Tabs3 & PracticeMaster Quick Start Guides Now Available

Jan 24

Posted by Joe Abler in PR / Announcements | No Comments

Tabs3 and PracticeMaster Quick Start Guides are now available and are included on all software CDs. These guides are short manuals designed for users who are new to Tabs3 and PracticeMaster software to help them get started quickly. Additionally, we are now inserting printed companion 1-page Quick Start Checklists in the CD case for all new Tabs3 & PracticeMaster software sales.  You can view the guides and checklists at:

www.Tabs3.com/quickstart

Take a moment and check out these new training tools! You just may want to incorporate them with the materials you provide your new Tabs3 and PracticeMaster clients!

Time Matters Integration

Jan 24

Posted by Joe Abler in General | No Comments

Currently our documentation states that Tabs3 version 16 does not integrate with Time Matters. However, we recently received word from LexisNexis that they will not be changing their Time Matters software to integrate with version 16 of Tabs3.  Therefore we have added the following statement to our documents:

Note:  Tabs3 version 16 does not integrate with any version of Time Matters.  LexisNexis® was provided with the Tabs3 file formats and have elected not to integrate with the current version of Tabs3 at this time. Please contact LexisNexis® with any questions regarding their decision.

President’s Circle

Jan 24

Posted by Joe Abler in PR / Announcements | No Comments

We want to take this opportunity to recognize a special group of resellers who have earned the distinction of President’s Circle for 2012.  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 2012 President’s Circle also attend our annual Reseller Forum in the spring for free.

Here are the members of the 2012 President’s Circle in alphabetical order: 

Congratulations to everyone on your outstanding achievements!

• Affinity Consulting Group LLC – Britt Lorish, Roanoke VA

• Affinity Consulting Group LLC – Sandra Adams, Coral Gables FL

• Attorney Computer Systems – Paul Purdue / Mary Jo Blohm, Dundee MI

• Baker + Cadence | Solutions – Bill Baker, Hollister CA

• Computer Network Services – Dominic Morinelli, Gross Pointe Park MI

• Consulting Ideas & Solutions LLC – Cheryl Atherton, Edmond OK

• Cytek Corporation – Judy Best / Rick Bernauer, Kansas City MO

• D’Amore Consulting LLC – Monica D’Amore, Cherry Hill NJ

• FJP Enterprises, Inc. – Jim Degnan, Jacksonville FL

• Greentree Solutions LLC – Norman Calderon, El Segundo CA

• Ileene K Levine Consulting – Ileene Levine, Milwaukee WI

• Lan-Tech, Inc. – David Moon, Marietta GA

• Legal Software Services – Judy Lassek, Scottsdale AZ

• Micro Law – Ross Kodner / Renee Kodner, Milwaukee WI

• Northwest Law Office Automation – Cathy Prichard, Bellevue WA

• Resource Advisors – Harry Salavantis / Stephanie Cleveland, Albany NY

• Spillman Technology Solutions – Craig Spillman, Aurora CO

• The KCJ Consulting Co LLC – Katrina Jasaitis, Chicago IL

Shipping Changes

Dec 29

Posted by Joe Abler in General | No Comments

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 Packages

UPS Ground (3 – 5 business days) $19

UPS Blue (2 day air) $33

UPS Red (overnight) $47

 

Prepaid Packages (credit card or prepaid company check orders)

UPS Ground (3 – 5 business days) $10

UPS Blue (2 day air) $23

UPS Red (overnight) $37

New Startup Option in PracticeMaster Version 16

Dec 22

Posted by Joe Abler in Tips | No Comments

Did you know that PracticeMaster has a startup option that lets you start the software and skip the Outlook synchronization? This option can be useful in situations where you want to temporarily disable Outlook integration. The startup option is named /NO_OUTLOOK. Read more about this startup option in the PracticeMaster help.

Sunset of Version 12

Dec 7

Posted by Joe Abler in PR / Announcements | No Comments

As a reminder, effective January 1, 2012, we will no longer support Version 12 and earlier of Tabs3 and PracticeMaster software.  Please advise clients using these older versions that they need to update in order to receive future support. 

Version 12 users are being informed of this each time they speak with a Technical Support Representative, and our user newsletter has made note of it three times over the last year.  Please contact Client Services for pricing information, or to place an order.

Rename & Merge Contacts Anytime

Dec 5

Posted by Joe Abler in General | No Comments

We recently changed the Rename Contact and Merge Contacts programs so they can be used while other users are in the software. These programs are no longer exclusive, thereby making it easier to perform these routine tasks. Download these changes from our Web site and tell your clients to do the same. We plan on informing users on December 15 via our newsletter popup message.  These changes are available in Version 16.1.2.1013 and will have a date of 11/30/2011 or later.

Platinum SQL Resources

Nov 30

Posted by Joe Abler in General, Knowledge Base | No Comments

KB Article R11452 provides an overview of the new Platinum SQL Guide now available on our web site, as well as Platinum installation CD’s.  Additionally, KB Article R11406, “Tabs3 and PracticeMaster Platinum/Platinum SQL Resources”, now contains resources for Platinum SQL in addition to the standard Platinum software.

2012 Reseller Forum is set!

Nov 18

Posted by Joe Abler in Forum | No Comments

Mark your PracticeMaster calendar, dates for the 2012 Reseller Forum are set!  The Forum will be held May 18-19 with pre-Forum scheduled for Thursday, May 17.  We are excited to announce a change in venue for next year.  The conference will be held at Embassy Suites in downtown Lincoln, which means even closer proximity to shops and restaurants.  Don’t miss out on this opportunity to learn and share ideas with your peers, and check out version 17!