When adding multiple calendar records, should you use Calendar Plan Templates or Recurring Dates? Both are great ways to create multiple records at once, but each option has distinct differences between them.
For example, Calendar Plan Templates provide the ability to enter custom information on records and are designed to generate a set of records relating to a specific job, court appearance, etc. On the other hand, Recurring Dates create a set of records with the same information with different dates, which is perfect for when you are scheduling repetitive records for meetings or tasks such as a weekly partner’s meeting.
For more information to help determine which option is better for your scenario, visit Knowledge Base Article R10692, “Calendar Plan Templates vs. Recurring Dates.” This article provides a direct comparison between Calendar Plan Templates and Recurring Dates in PracticeMaster in an easy-to-read table.
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
You’ve probably seen the announcements that CompuLaw will no longer update or support CompuLaw Court Rules that integrate with PracticeMaster after December 31, 2016, and that we are now integrating with CalendarRules. But if you’re not yet familiar with CalendarRules, keep reading to see what all it’s all about!
What is CalendarRules?
CalendarRules offers general civil litigation-related court and agency Rule Sets for State, Federal, Appellate, and Bankruptcy courts across the United States. Currently, rules are available in all 50 states, with additional courts being added every month.
Why subscribe to CalendarRules?
- CalendarRules works through an online connection via PracticeMaster. No additional software is required.
- Updates are automatic so you will always have the most current rules.
- Licenses are not based on the number of users. Purchase a license for the desired rule set(s), and everyone can use it through PracticeMaster.
- E-mail notifications can be set up to e-mail specified users when rules have been updated.
You can contact CalendarRules at CalendarRules.com to subscribe. Make sure to let them know you use PracticeMaster.
How is CalendarRules Set Up?
After purchasing a license from CalendarRules, integration is set up entirely through PracticeMaster.
To set up CalendarRules Integration
- From the Maintenance menu, point to Integration and select CalendarRules Integration.
- Enter the Login Token provided by CalendarRules.
- Click the Test Login button to verify the Login Token is accepted.
- Optionally select the desired Record Types to display in the All-Day Events area of the Daily/Weekly/Monthly Calendars.
- Optionally select to Enable CalendarRules Update E-mail Notification, including the To, Subject, and Body fields.
- Click the Test E-mail button, enter the From Address, and click Send to verify e-mails can be successfully sent from PracticeMaster.
- Click OK.
How are Calendar Plans Generated?
CalendarRules’ calendar plans are easy to generate.
To generate a CalendarRules plan
- From the Calendar menu, select Generate CalendarRules.
- Enter the desired Client ID and, optionally, Contact.
- Select the appropriate Jurisdiction, Trigger, Date, Time, and Service Type (if applicable).
- Select the User/Group.
- Optionally select the Prepend Notes to Comments check box, and then enter any desired Notes.
- Click Preview.
You can now preview the calendar plan.
Once you have clicked the Accept Plan button, the PracticeMaster View Calendar Plans window will be opened. Plans that have been generated via CalendarRules can be reviewed at any time via the PracticeMaster View Calendar Plans window.
For more information on CalendarRules, see Knowledge Base Article R11713, “CalendarRules Integration Overview.”
We’re excited to announce that Version 18 was among the TL NewsWire Top 25 Products of 2016. Products are selected based on the popularity of their TL NewsWire article by the nearly 12,000 subscribers of TL NewsWire.
“We are very pleased to be among the TechnoLawyer NewsWire Top 25,” said Dan Berlin, President of Software Technology, Inc. “Version 18 truly helps back-office staff work even more efficiently. In fact, for over 35 years, we have worked hard to develop reliable, quality software for law firms to help our clients improve their firm’s productivity and profitability, and Version 18 is no exception.”
“It was our subscribers’ clicks to the Tabs3 website from our article about Tabs3 Version 18 that resulted in this victory,” said Neil Squillante, founder of TechnoLawyer. “This passive voting makes the award more meaningful – our subscribers were genuinely interested in Tabs3 Version 18.”
To view the TL NewsWire on Version 18, visit http://blog.technolawyer.com/2016/01/tabs3-version-18.html.
From time to time, you may need to reduce a client’s outstanding balance, but how can this be accomplished? The Tabs3 Billing Write Off Clients training video walks you through the process of writing off all or part of a client’s balance.
View this three-minute video here:
Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.
The National Law Journal is compiling their Best of NLJ Reader Choice Survey and we want YOUR voice to be heard! The NLJ reader’s choice ranks the nation’s top legal vendors of services, products, or education.
We are honored to have Tabs3 and PracticeMaster Software nominated for the following categories:
- Best Matter Management Software
- Best Case Management Software
- Best Docketing & Calendaring Software
- Best Docketing Solution
- Best Time & Billing Software
Voting for the Best of NLJ Reader Choice Survey ends on February 2nd, 2017.
Thank you for your continued support!
Does it seem as though more and more gets added to your to-do list every day? Are you having difficulty finding documents that you have saved in various places? Join our webinar and learn how PracticeMaster can remind you of what needs to be done, automatically assemble documents using case information, name and save files in a consistent way, improve your conflict checking, and most importantly, help eliminate human error!
Reserve your spot now for January 18 at 10:30am to win a ScanSnap scanner!
