From installing and keeping the software up-to-date to setting up new workstations and user rights, we put all of our resources to help you install and update the software in one place.
Knowledge Base Article R11215, “Installation Articles,” provides a list of resources for installing, converting, and troubleshooting the software. Included are resources for where the software is installed, what you need to know about the local install, and more!
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.
Beginning with Version 2020, you can now quickly access statement information via the Tabs3 Billing Matter Manager (File | Matter Manager). Simply click on a Statement from the Matter Manager to display a Statement Information window for that statement. The Statement Information window includes the following:
The Statement Information section shows matter information, the Statement Date, Statement #, the total Billed on the statement, and the total Amount still Due.
The Statement Preview displays a reprint of the statement, using the same functionality as the Reprint Updated Statements program. Like any preview window, you can search, zoom, and print directly from this preview.
The Take Action pane allows you to perform tasks related to the statement, such as reprinting or undoing the statement, adding a payment, or writing off the balance.
Note: This feature is available in Tabs3 Version 2020 beginning in Version 20.2.6.
If your firm works with multiple areas of law, it can be difficult to organize your client’s information for each type of case. That’s why using customizable Area of Practice pages can work for you!
Using PracticeMaster’s Area of Practice feature, you can store and organize matter information unique to a specific area of law, making it easy to locate and track the details that matter to you most.
Watch this three-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.
Time Zones are here! Beginning in Version 2020, you can specify your time zone or set it automatically as per Windows settings (Calendar | Calendar Properties). Additionally, time zones can be changed for individual calendar records. Calendar records will be shown relative to the local time for each user. The PracticeMaster Calendar, PracticeMaster Dashboard, and Tabs3 Connect Calendar all utilize the time zone setting on the device where records are being accessed. This also provides a more seamless integration of calendar records with Microsoft Outlook.
Tabs3 Connect also now supports time zones for calendar events and tasks. Tabs3 Connect will display new calendar records relative to the local time of the device. Tabs3 Connect allows you to specify a time zone when adding an event or task to the calendar, allowing you to schedule something back at the office or for another location.
Note: Only users converting from previous versions of the software need to enable the time zone feature (Utilities | Time Zone Configuration). It is enabled by default for new systems.
Update to Version 20.2.6 to start using time zones.
Additional information on how PracticeMaster handles time zones for calendar events and tasks can be found in KB Article R11836, “PracticeMaster Time Zone Overview,” or the Help included with PracticeMaster. Click here to view the “Enabling Time Zones in PracticeMaster” training video.
