What if you had a place in each Tabs3 Software application that allowed you to add your most frequently used icons, and then group them together? With My Actions, you can!
The My Actions page view of the Home Page can be customized to display the features you use most, including reports. You can even create groups of features for easy categorization! My Actions can be customized in Tabs3 Billing, PracticeMaster, Trust Accounting (Trust), Accounts Payable (AP), and General Ledger (GL).
Customizing Actions
Add your favorite features for quick access.
To add an action
You can also add actions by right-clicking an item in Quick Launch and selecting Add to My Actions, or by hovering over an action on the All Actions tab and clicking the star.
To remove an action, click the minus sign on the action you want to remove.
Groups
Groups can be created to help categorize your favorite programs. For example, you could create groups for Daily Tasks, Monthly Reports, or Year-End just to name a few! Assign a color to the folder to make identification easier.
To create a group
You can add actions to an existing group by dragging and dropping an action onto the group icon, or by clicking the group and then clicking the Add Actions button.
To remove a group, click the (Edit Group Properties) icon and click the Delete button.
Did you know that you can access guides and report packs for all of the versions we currently support? Knowledge Base Article R11902, “Documentation Resources,” contains links to Guides, Report Packs, and other sources of information for the current and previous versions of Tabs3 Software.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
Although you are more than likely using alarms on your calendar records, you may not be aware of the scope of how alarms can be set and snoozed.
When creating a calendar entry, you can select a preset value for an alarm, enter the desired alarm value, or use natural language, such as “tomorrow 3pm,” “next week,” “next month,” or “Monday.” Optionally select None if you do not want an alarm to be displayed.
Once an alarm becomes due, the PracticeMaster Alarm Notification window is displayed. From this window, you can mark tasks as completed, clear alarms, and snooze alarms. All alarms are displayed in this window, eliminating multiple alarm windows upon opening PracticeMaster. You can elect to snooze one of the alarms, some of the alarms, or all of the alarms at one time.
When snoozing, the PracticeMaster Alarm Notification window includes the same preset intervals as the Calendar record, but also includes “15 Minutes Before,” “10 Minutes Before,” “5 Minutes Before,” “2 Minutes Before,” and “1 Minute Before,” provided the interval does not exceed the amount of time until the record’s Start Time. Snoozed alarms are remembered – this means that once an alarm is snoozed, the alarm will not be displayed again until the snooze time indicated, including when you close and reopen PracticeMaster.
Make sure you don’t miss out on something important by taking advantage of PracticeMaster alarms.
Whether you’ve just upgraded to Platinum, or you’ve had Platinum for a while and just haven’t started using Tabs3 Connect yet, one of your first questions may be how to set up Tabs3 Connect.
To get started, Tabs3 Connect is first enabled at the firm level (Platinum | Tabs3 Connect Administration), and then individually for each user via System Configuration. With Tabs3 Connect, you can specify which users can access the firm’s Tabs3 data on their internet-enabled device. If not everyone in the office needs to use Tabs3 Connect, you can provide access to only those users who do.
To enable Tabs3 Connect for a user
Once Tabs3 Connect has been set up in System Configuration, open your browser and log on to Tabs3Connect.com to start using it immediately! You’ll wonder how you ever worked without it.
For more information on Tabs3 Connect, contact your consultant, call Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
From taking notes about an upcoming meeting, to storing emails, to recording details about a phone conversation, PracticeMaster Journal records are essential for managing your clients and contacts on a daily basis.
The Working with the Journal File video walks you through the process of accessing and creating new records from the Journal File, Matter Manager, Client File and more! Since each type of Journal record is optimized to fit your needs, records like phone tasks or timers can easily be converted to billable time with one click. Additionally, using Tabs3 Connect, you can access your journal information on the go!
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Data entry lists now have a setting to position the list either below or to the right of the data entry fields. This allows you to take advantage of available space on widescreen monitors, and reduces the amount of scrolling necessary. Entry lists are available in the Fee, Cost, Payment, and Client Funds entry windows in Tabs3 Billing; the Trust Transaction entry window in Trust; and the Invoice/Manual Check entry window in AP.
The data entry list position can be toggled by pressing Alt+O in the data entry window and selecting either Right or Bottom in the List Location section.
This feature is available in Version 2022 (Build 22.1.4) and later.
You can have up to two Bill To records for each client, allowing you to send statements to up to two parties.
To add a Bill To Record
The font, font style, and font size can be changed for the Daily, Weekly, and Monthly Calendar via Calendar Properties.
To change the font of the Daily Calendar