Results of “The Best – 2017” Survey Released
We’re excited to announce our performance in “The Best – 2017” Connecticut Law Tribune survey. Tabs3 software placed first in three categories: Time & Billing, Matter Management, and Docketing & Calendaring Software.
“The Best – 2017” is a part of the ALM Media community and recognizes which legal service providers are the best at what they do. “It measures the loyalty and satisfaction readers have with vendors,” says Wayne Curtis, Connecticut Law Tribune Publisher. “It is an opportunity for readers to speak up for those providers they believe are the best.” The Connecticut Law Tribune is read by not only the Connecticut legal market, but also thousands of readers in the New England area.
“We are thrilled to be recognized by attorneys in the New England legal community. For over 35 years, we have worked hard to develop reliable and quality software for law firms,” said Dan Berlin, President and CEO of Software Technology, LLC. “This kind of recognition from our clients means a great deal to our entire team.”
Thank you to all who voted!
I want to have an alarm displayed the day before a trial to remind me to dress appropriately, and then a second alarm an hour before I need to be in trial to remind me to leave. However, I don’t want to create a second calendar record to accomplish this. Is there any way to set up two alarms for each calendar record that has a Calendar Code of Trial?
A WorkFlow can be set up for a particular Calendar Code so that whenever the alarm is cleared, PracticeMaster sets the alarm to a new value for you and updates the description to the next action item. For example, when a “1 day” alarm is cleared, PracticeMaster can set the alarm for “1 hour.” This can be desirable if you like the alarms but don’t want to create separate calendar entries for each action item of a task or event.
To create a WorkFlow that sets a new alarm when an alarm is cleared
- From the Maintenance menu, select WorkFlows.
- Select the Calendar file, and then click the New button.
- Enter a Name for the WorkFlow (e.g., “Multiple Alarms”).
- In the Source section:
- Select the Filtered Records option and click the Filter button.
- Select a Field Name of Calendar Code.
- Select a Test Condition of equal to.
- In the Test Value field, select a Calendar Code of Trial.
- Click the Save button.
- In the Event section:
- Select a Type of Record Changed.
- In the Fields section, select Specific Field, and then select the AlarmExpr field.
- Select the Value Before check box, and then select the desired value (e.g., 1 Day).
- Select the Value After check box, and then select None.
- In the Actions section, click the New button.
- Select Change Record and click Next.
- Select Source Record and click Define Template.
- Click the set button next to the Alarm field.
- In the Template Expression Editor window, click the Value button.
- Select the desired value (e.g., 1 Hour) and click OK on the Value window.
- Click OK on the Template Expression Editor window.
- Click the set button next to the Description field.
- In the Template Expression Editor window, click the Value button and enter the desired text [e.g., “Leave for court – ” (including the dash and spaces)].
- Click OK on the Value window.
- Click the Operator button, select Addition, and click Insert.
- Click the Field button and, in the Available Records field, select Source Record (Before the Save).
- Select the Description field and click Insert.
- Click OK on the Template Expression Editor window.
- Press Ctrl+S.
- Click the set button next to the Alarm field.
- Click Finish.
- Click Save.
You now have a WorkFlow set up so that when you clear the one day alarm on a record with a Calendar Code of “Trial,” it will reset the alarm to be displayed one hour before the trial time to remind you to leave.
For more information on WorkFlows, refer to our new PracticeMaster WorkFlows Guide at Tabs3.com/support/docs.html or Knowledge Base Article R11307, “All About WorkFlows.”
Have you customized PracticeMaster files to show the fields you want to see in the order you want to see them? The ability to add fields to any file in PracticeMaster and then organize them as desired is one of PracticeMaster’s most powerful customization features. Want to know how you can customize your files? Take a look at the Adding New Fields to Files & Form Designer video! This video walks you through adding fields to PracticeMaster via File Maintenance, and then making them visible via Form Designer.
Watch this two-and-a-half-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.
If you accept credit cards, do you have a credit card form on the statements you send to your clients? Many clients prefer to pay by credit card, and if there isn’t an easy way to do so, you may not be getting paid as quickly as you could be.
So how can you include a credit card form on the statements you send to your clients?
Statement Designer (Statements | Statement Setup | Statement Designer) provides two layouts that have a place at the bottom of the page to fill out credit card information: CC Payment Remittance and Remittance Page. Simply edit one of these layouts as desired for your firm’s needs, and then include it on the statement templates (Statements | Statement Setup | Statement Templates) you use for your clients.
For more information on editing Statement Designer Layouts, refer to Knowledge Base Article R10901, “Customizing the Sample Page Layouts Provided with the Tabs3 Statement Designer.”
The next time you send out statements, clients can send the credit card form back with their information and you may very well get paid sooner!
