You access sensitive client information on a daily basis, and may even have access to information that others in the firm do not. You know that maintaining client confidentiality is crucial, but who might have access to all of that data? The following features are built into the software, helping maintain client security and confidentiality.
For more information on these features, as well as more security features, see Knowledge Base Article R11717, “Security Resources.”
As of October 31, 2019, Software Technology, LLC will no longer provide support for Version 17 of Tabs3 Software.
If you are using an older version of the software, now is the perfect time to get up to date with the latest version of Tabs3. You will be surprised at the number of features you’ve been missing! Click here to see What’s New in each version.
As an added benefit, when you purchase an update, you will receive twelve months of maintenance. Being on an active maintenance plan entitles you to unlimited technical support, software updates, and new versions.
Previously published in September, August, and July.
Various log files are maintained by different Tabs3 and PracticeMaster software products. These log files can be used as tools for troubleshooting errors and problems using Tabs3 and PracticeMaster software.
Knowledge Base Article R10013, “Log Files in Tabs3 and PracticeMaster Software,” contains a comprehensive list of the various log files and a brief description of the information contained in each file. Log files track errors encountered when running Tabs3 and PracticeMaster software as well as the date and time when a particular function was performed. Most log files can be accessed using any text editor such as Microsoft Notepad or WordPad.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
Do you need to make a change that affects multiple clients or matters? Do you want to save time by changing clients all at once instead of one at a time? Use the Change Client Options program! The Change Client Options program (Maintenance | Client Related | Change Client Options) allows you to change options in the Client file for a range of clients.
You can change options for client setup, rates, billing, and statements. This includes changing the timekeepers assigned to a case, client status, payment settings, fee and cost rate table information, billing status, sales tax and finance charges, statement delivery options, statement format settings, statement notes, and more!
For example, let’s say you have created a new Email Template, and you want to change all clients with a specific primary timekeeper to use this new template. You could edit each client to make the change, but with Change Client Options, you can change all clients at once!
To change all clients with a specific primary timekeeper at once
The Change Client Options program provides several features to help minimize errors. First, you are prompted to back up your data prior to running the program. If you inadvertently change a setting for the wrong clients, or you change the wrong settings, you can restore the backup to undo the changes. Second, the Client ID Thru field is automatically set to 0.00. This prevents an accidental change to all clients across the board. And third, you must click the Select button to specify the exact field(s) to which you want to make changes. Only the fields you select will be available to change; therefore, other fields and settings do not get changed.
The Change Client Options program simplifies global changes, which means you will have more time for your regular tasks!
You’re away from the office and need to review an email 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!
Emails that have been journaled to PracticeMaster and assigned to a client are all easily accessed in one place – the Matter Manager. Tabs3 Connect provides access to the Matter Manager from any Internet-enabled device and from wherever you are, be it court, an outside business meeting, lunch, or your favorite vacation spot. Simply log in to Tabs3 Connect and click the icon to open the Matter Manager. Select the Client ID, and then click the Journal button. You can now see and search all items that were journaled for this client, including email journal records.
For more information on Tabs3 Connect, contact your consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
When entering fees in PracticeMaster, an automatic WorkFlow can be configured with a filter to only trigger when fee descriptions exceed 300 characters for a specific range of matters or clients.
To create a WorkFlow that prompts the user when a fee description is too long
You now have a WorkFlow that is automatically triggered when the length of a fee description exceeds a set number of characters for a particular Client ID range. A prompt is displayed letting the user know that the description is too long for that client and reopens the record for editing.
Note: WorkFlows are a PracticeMaster-only feature. Fees entered or edited in Tabs3 will not trigger the WorkFlow.
Do you have Access Profiles set up? Access Profiles help with security by controlling what functions each user can access in the software. The Access Profiles training video walks you through creating a new access profile that limits a user to certain Tabs3 Billing functions. Once you know the basics of setting up one Access Profile, you can set up the profiles you need for your firm.
Watch this three-and-a-half-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.
Although we strive to provide superior documentation in our Help files, Knowledge Base, and Guides, we know that sometimes you want direct guidance with a human touch. Technical Support can be reached by phone or email! We are here to help, so reach out to us. Here are some examples of items we regularly assist our clients with:
Phone and email support are available Monday through Friday, 8:00 a.m. to 5:00 p.m. (Central Time). We can be reached by phone at (402) 419-2210 or by email via Tabs3.com/support. And don’t forget! Technical Support is included with your maintenance or subscription plan at no additional cost – so give us a call!
The Recap of Hours Report includes each day’s total billable and non-billable hours worked for each selected timekeeper for the selected date range. You can optionally shade totals on the report if they are less than a specified number of hours.
To run the Recap of Hours Report
If there are only a few transactions, you can load each fee entry and click the Transfer button at the top of the window to transfer the transaction to a new matter.
If you have more than 2 or 3 transactions, or if you are on an older version of Tabs3, you may want to use the Transfer Transactions program. The Transfer Transactions program can be used to transfer unbilled fees, costs, and/or payments between clients. When selecting to transfer fees, costs, and/or payments, you can select a range of transactions based on tcode, timekeeper, category, date, and/or reference number. This can help make sure that you are only transferring the transactions that you want to transfer.
To transfer transactions between clients
Note: When using the Transfer A/R and Transactions utility, keep in mind that once the transfer has been performed, the only way to undo it is by restoring from a backup or transferring the transactions back to the original matter.
Expenses and advances can be combined into a single section on a statement. Additionally, you can specify the text used for the heading. This can be accomplished via the Terminology tab in Statement Customization.
To combine expenses and advances into a single section on statements
You can use the Reverse Case option on the shortcut menu to fix these entries. This changes lowercase letters in selected text to uppercase and vice versa. Simply select the text, right-click, and then select Reverse Case to correct the text.
For example, let’s say the following text was entered: “oFFICE CONFERENCE WITH mR. bURNS REGARDING CASE.” When using the Reverse Case option, the capitalization of the text would then be changed as follows: “Office conference with Mr. Burns regarding case.”
You can modify the terminology via Statement Customization. Statement Customization has many customization options, including what terminology is used on your statements.
To change n/c from non-billable transactions on statements
Only the fields that are included in the current column layout can be searched when using the Search box (Ctrl+E). You can add the field to your current column layout or you can switch to a column layout that does include the field such as the (default) column layout, which automatically includes all fields in the file.
To add a field to your current column layout
The field will now be available to search using the Search box
Event colors are controlled by a setting in Calendar Properties, which is individual to each user. Event colors can be shown based on User ID or Calendar Code, or set to show a single color for all events.
To change your calendar to use event colors based on User ID information
In the Timer Preferences, you can specify whether the Timer window is always shown on top of other windows, or if it can be behind other windows.
To specify the Timer window not be on top
The Timer window will no longer be forced to always be on top.
The History Tracking feature in PracticeMaster tracks changes to records. To view the history of the record, select Display History from the Take Action group of the Quick Clicks pane. Tracked history includes the date and time, user name, field name, old value, and new value. If no history is available, or no history is shown for a specific field, then History Tracking may not be enabled at the program level, or the field level.
To enable History Tracking in PracticeMaster
To enable History Tracking on the Work Description field
Note: You will only be able to display history for changes made after History Tracking has been enabled. This feature is only available in PracticeMaster.
You can define how the rows for each file (e.g., Client, Contact, Journal, etc.) are displayed. Options include whether or not to show grid lines, row colors, and the height of each row.
To adjust the row height on the List tab of the Journal file
Note: Changes to the List Preferences are user-specific, so each user who wants to make these changes will need to do so through their specific User ID.