Feature Article: Update Statements

April 2017    Tags: ,
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We recommend updating statements on a regular basis, but why is that? What does the Update Statements program actually do?   Read More...


Are you creating forms and letters manually? If so, you’re probably spending too much time on it. Take advantage of PracticeMaster’s Document Assembly feature instead!   Read More...


Spotlight: Let Tech Support Be Your Superhero

April 2017    Tags:
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We recently reached out to local firms and encountered instances where hours were being spent on tasks that could have been accomplished in a matter of minutes. Because there are many features in the software that can streamline your tasks, a quick conversation with Tech Support could save you time!   Read More...


Tabs3 Connect allows you to work away from the office, while your data stays at the office.   Read More...


Working with WorkFlows: Event Type

April 2017    Tags: ,
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When creating a WorkFlow, I’m not always sure what I should select for Event Type. How do I know what to choose?   Read More...


Keeping clients secure in a law firm is part of maintaining ethical walls.   Read More...


Did you know that you can do more with Entry Lists than see current work-in-process transactions? The Fee, Cost, Payment, and Client Funds Entry Lists can be printed, filtered, and set to include archived records.   Read More...


We use the E-mail Statements program to send statements. Unfortunately, we just found out that there was an issue with our E-mail server and the last batch of statements didn’t actually get sent out. However, the e-mails no longer show up in the E-mail Statements window either. How can I resend this batch of e-mail statements?   Read More...


Is there a report that will show us which ten matters sent in the most money for 2016?   Read More...


Can I change the default payment tcode that appears when adding new payments?   Read More...


Tabs3 Billing Q&A: Support Log

April 2017    Tags: ,
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I looked in the Support Log and see an asterisk next to several programs. What does this mean?   Read More...


We have continuously added new statement notes without deleting old notes, just in case we need to use them in the future. However, we now want to do some cleanup and delete old statement notes that will never again be used. Is there a report that will show all of our saved statement notes?   Read More...


My firm uses the calendar to keep track of our appointments as well as tasks we need to complete. We also set reminders a couple of days before an event is due. However, when I open the Daily Calendar, I no longer see my pending tasks or event reminders. What happened to this information?   Read More...


We have several contact categories that are essentially the same. Can we combine some of the categories into one, and then delete the old categories?   Read More...


Whenever I send an e-mail from Microsoft Outlook, I have to go into my Sent Items folder to journal it in PracticeMaster, and then move it to a different folder so I know it has been journaled. Is there any way I can journal outgoing messages automatically?   Read More...


We have a new memo field that we added to the Client file. However, when I run a Conflict of Interest search, text in the new field is not found. How can I make sure that the new field is included in the Conflict of Interest search?   Read More...


The Task List is shown at the bottom of my Daily Calendar. I’d like to see more space for the Calendar portion of the screen, and less space for the Task List. However, when I try to drag the divider between the panes, it jumps down farther than I would prefer, leaving very little of the Task List left. Is there a way I can move the divider to exactly where I want it?   Read More...