The Microsoft 365 Exchange Connector has been enhanced in PracticeMaster Version 2023 so recurring events created in Outlook will synchronize with the PracticeMaster calendar. This makes it easy to add recurring meetings or events in either Outlook or PracticeMaster.
These events will synchronize as a series of individual calendar events in PracticeMaster. Edits to individual events can be made in PracticeMaster. However, modifying or deleting the entire series must be done in Outlook.
Important: Syncing recurring events created in Outlook with PracticeMaster is only supported when configured to use the Microsoft 365 Exchange Connector. See KB article R11898, “Configuring Platinum Exchange Connector for Exchange Online/Microsoft 365,” for more information.
As a company, we take great pride in the documentation we provide for our software. We are very thorough in documenting how features work and how to troubleshoot when an issue arises. Because of this, there are multiple resources for finding information.
If you’re not sure where to look for the information you need, check out Knowledge Base Article R11194, “Help Resources: How to Find It.” This article includes information on the following resources, how to access them, and what they are used for:
- Help Files
- Knowledge Base
- Quick Guides
- Guides
- Report Packs
- Training Videos
A one-page printable Quick Reference guide is also included. You can keep this reference at your desk to quickly determine which resource to use for any of your needs.
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.”
Want a quick and easy way to review your clients’ statements, and take action if necessary? Check out the Statement Manager!
The Statement Manager allows you to see a list of statements to determine what has been billed and paid. This makes it easy to quickly locate statements that have been final billed and updated. You can work with statements here using the actions in the Quick Clicks pane, or drill down to the Statement Information window for additional information. A Search box is available to quickly locate information anywhere in the list, such as finding a specific statement number when you receive a check.
Using the Quick Clicks on the right-hand side, you can:
- Take Action on one or more selected statement(s), such as reprinting a statement, making payments, writing off balances, or undoing updated statements.
- Utilize a QuickView, which combines a Filter, Column Layout, and default sort into a customized view that you can easily switch to at any time.
- Create a Filter to narrow down which records are displayed. Save filters for the whole firm to use, or just for your own use.
- Change the Column Layout used, which modifies the columns shown in the statement list.
- Customize your List Preferences to change how the list is displayed, and Manage Quick Clicks to customize the contents of the Quick Clicks pane. Customization is saved for each user.
Click here to view the “Using the Statement Manager” training video.
Did you know that Tabs3 Connect takes advantage of existing security features for Tabs3 Billing and PracticeMaster? Not only does user access to Tabs3 Software data follow the same rules regardless of how you are accessing it, Tabs3 Connect provides even more control!
- Access Profiles control who has access to the various applications and functions in Tabs3 Billing, PracticeMaster, and Tabs3 Connect.
- Assigning timekeepers to a user login via User Configuration allows users to see only the associated timekeeper records they need in data entry windows and reports. Assigned timekeepers apply to Tabs3 Billing, PracticeMaster, and Tabs3 Connect.
- Secure clients are still secure. Only those users assigned to a secure client can view client information in Tabs3 Billing, PracticeMaster, and Tabs3 Connect.
- Documents can only be downloaded by those users set up with the access right to Download Files via Tabs3 Connect (System Configuration | Access Profile | PM tab | File Information | Download Files via Tabs3 Connect).
For an added level of control, you can monitor who is accessing Tabs3 Connect. The Tabs3 Connect Access Log tracks the following information:
- Each time a user logs in to Tabs3 Connect
- Each time a user logs out of Tabs3 Connect
- Each time a user is locked out due to five unsuccessful login attempts
- Each time a user downloads a document or attachment via Tabs3 Connect
For more information on Tabs3 Connect, contact your Tabs3 Software consultant, call Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Want to learn more about lists in Tabs3 Billing? Working with lists can save you time by utilizing customizable filters, QuickViews, and column layouts!
In the Working with Lists in Tabs3 Billing video, see how you can easily view your clients, contacts, fees, costs, payments, client funds, and write offs without having to run a report! Lists can be filtered to only show information that is important to you and makes performing actions on those records simple.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos from the Quick Launch by searching for and selecting “Training Videos.”
We release additional enhancements through the life of each Tabs3 Software version. We post interim release updates instead of only when a brand new version is released. So how can you tell what features are in the latest update? Because the software is regularly being updated with great new features, we have a resource for what’s in each update – Release Notes. Release Notes provide a list of changes in the software with the most recently released features at the top. Release Notes can be accessed in the Quick Launch by searching for and selecting “What’s New,” or via the Help | What’s New menu option in the software.
We have a client with many matters that we want to mark as inactive, so that when we run reports or statements it will only include the matters we are working on. Is there a way I can make all of them inactive at once instead of going into each individual matter?
To make changes for multiple client matters all at once, you can use Change Client Options. Because Change Client Options is a powerful feature that can make changes to all of your clients at once, we recommend making a backup when prompted.
To mark multiple matters as Inactive via Change Client Options
- In the Quick Launch, search for and select “Change Client Options.”
- On the Client tab, enter the range of client matters that you want to mark inactive. Alternatively, click the Multiple button to enter multiple Client IDs or multiple client ranges.
- On the Setup tab, click the Select button, select Inactive and Archive Matter Address, and click OK.
- Select the Inactive check box.
- Optionally select the Archive Matter Address check box.
- Click OK.
Is there an easy way to create document management records for files directly from File Explorer?
PracticeMaster includes a Windows Explorer toolbar plug-in that allows you to right-click a file in File Explorer and create a document management record for it. This is helpful when you need to create document management records for files created in an application that doesn’t have a PracticeMaster toolbar or when you need to create document management records for multiple documents.
To install the Windows Explorer Toolbar Plug-in
- In the Quick Launch, search for and select “Toolbar Plug-ins.”
- On the Windows Explorer tab, click the Install Explorer Extension button. If a UAC prompt is shown, click Yes.
- Close the Toolbar Plug-ins window and restart your workstation to complete the installation process.
To create a document management record for a single document
- Locate the document in File Explorer and right-click it.
In Windows 11, select Show more options, then Send to, and then click PracticeMaster.
In Windows 10, select Send to and then click PracticeMaster. - A Document Management window will open for the selected document. Enter the relevant information for the record.
- Save and close the Document Management window.
To create document management records for multiple documents
- Locate the documents in File Explorer.
- Select the entire group and right-click.
In Windows 11, select Show more options, then Send to, and then click PracticeMaster.
In Windows 10, select Send to and then click PracticeMaster. - Import Multiple PracticeMaster Documents will open in PracticeMaster. You can use this window to create the document management records for each document.