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Month: February 2017


Feature Article: Change Client Options

February 2017    Tags: ,
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Do you need to make a change that affects multiple clients? Do you want to save time by changing clients all at once instead of one at a time? Use the Change Client Options program!   Read More...


How do you install the Tabs3 software to a new user’s computer? What files are installed? How and when is the software updated on each user’s computer?   Read More...


Did you know that you can customize PracticeMaster’s Document Management so that all documents automatically use the same folder and naming strategy?   Read More...


As you know, one of the greatest features of our online newsletter format is that you can search our entire newsletter archive for quick tips, Q&As, and other helpful articles.   Read More...


You’re away from the office and need to review an e-mail that was sent regarding a client, but trying to find it in Outlook on your phone or tablet can be cumbersome and time consuming. Tabs3 Connect can get you what you need faster!   Read More...


We have a client who is supposed to be billed $0.12 for copies rather than our usual $0.15. However, there are many costs that have been entered with the wrong rate. Is there a way we can easily change all of them at once?   Read More...


Are you using Matter Manager? If you’re not, you may not realize its potential.   Read More...


Did you know that when adding, changing, or deleting a calendar record, PracticeMaster can be set up to generate an e-mail with the record’s details in the body and the applicable users in the To field?   Read More...


Tabs3 Billing Q&A: Duplicate User IDs

February 2017    Tags: ,
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When I log in, I get the message “Duplicate User IDs were found.” What does this mean, and how can I stop it from being displayed?   Read More...


One of our clients has requested their statements only show current work. Is there a way to omit previous balance and payment information from a statement?   Read More...


I want to evaluate if accepting checks is still a benefit to my firm. Is there a report I can run to see how much in payments I’ve received for each receipt type this year?   Read More...


We submit some of our bills electronically using Taskbill. The processor needs to see certain fields on the statement that I’m submitting, but I don’t know where to add these fields. Can you assist me with this?   Read More...


I cannot find some of the fees that I am sure I entered yesterday. Is there a way to verify which fees I entered yesterday?   Read More...


After each year-end, I need to gather various information for each client we closed in the previous year. Is there a way to reduce my client list down to just those clients every year?   Read More...


When I open the Daily Calendar in PracticeMaster, all I see is the Task List. Where did my events go?   Read More...


We just found out that one of our employees reorganized and renamed some of the documents linked to from Document Management records. As a result, these documents can no longer be accessed from PracticeMaster. Is there an easy way to determine which files need to be fixed?   Read More...


Is there a way I can check to see if an alarm was cleared by a user vs. the alarm never having been set?   Read More...


I sometimes use the “Mark as Hidden” option in the Process Timer Records window to remove records from view. However, I now need to convert some of those records. How can I accomplish this?   Read More...