You know that you can access clients via Tabs3 Connect, but did you know you have access to all fields in the PracticeMaster Client file and links to quickly send an e-mail, make a phone call, or create a fee?
After logging in to Tabs3Connect.com, tap the 
(Client) icon to open the Clients page and see recently accessed clients. You can tap the All button to see a full list of clients.
From the Clients page, tap the client’s e-mail hyperlink to start an e-mail, tap the 
(Fee) icon to enter a fee for the client, or tap the client to open more information in the View Client page.
From the View Client page, you can see the Client ID, Client Name, Work Desc, Address, Contact Name, Phone Numbers, E-mail Address, and Misc Description fields 1-3. Tap the contact hyperlink to view more information on the contact, tap a phone number to make a phone call, tap the e-mail hyperlink to start an e-mail, or tap the (Fee) icon to enter a fee for the client. Want to see more information about the client? Tap the All Fields button to see everything from the Client file in PracticeMaster.
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Over the next few months, we will go through some of the best features of our new online newsletter format. This month, we’re going to talk about our newest feature – printing the full newsletter.
You can now print the current month’s full newsletter right from newsletter.Tabs3.com! Simply click the View / Print Full Newsletter link above the Feature Article to view the full newsletter,
and then click Print Full Newsletter.
You can also print the full newsletter for past months. Simply open the month you want to print via the Archive section, then follow the same links.
You can opt to print the full newsletter directly from the Print Preview page or you can save it as a PDF to view offline later.
Have an idea for a future newsletter article? Send us an e-mail at newsletter@tabs3.com!
