KB Corner: Version 19 Frequently Asked Questions

December 2018    Tags: Accounts Payable, General Ledger, Resources, Tabs3 Billing, Trust Accounting, Version 19

No comments

You may have already heard that Version 19 has been released, but you might have a few questions prior to updating, or while using the new version for the first time.   Read More...

Tabs3 Connect: Tabs3 Connect Enhancements

December 2018    Tags: Mobile Access, Platinum, Tabs3 Connect, Version 19

No comments

In Version 19, Tabs3 Connect has been updated with a cleaner, more modern look, including new icons, a new font,  updated colors, and more.   Read More...

Working with WorkFlows: Create a New Task When One is Completed

December 2018    Tags: Calendar, PracticeMaster, WorkFlows

No comments

I love the way the Calendar Plans work, but I’d also like to have a new Task record created with an appropriate Due Date based on when the previous Task was completed. For example, after I send the check to the filing clerk, I need a task to confirm I’ve received the file marked petition from the clerk.   Read More...

Video of the Month: Pre-Bill Tracking

December 2018    Tags: Clients, Resources, Statements

No comments

Do you struggle with keeping track of where all of your pre-bills are at in the review process? Pre-Bill tracking makes it easy to track the progress of your billing cycle.   Read More...

Feature Article: Version 19 Highlights

November 2018    Tags: Accounts Payable, General Ledger, PracticeMaster, Tabs3 Billing, Trust Accounting, Version 19

No comments

Tabs3 version 19 has been released, and there are many great new features!   Read More...

KB Corner: Customizing Fonts and Colors in Tabs3 Software

November 2018    Tags: Accounts Payable, General Ledger, PracticeMaster, Resources, Tabs3 Billing, Trust Accounting, Version 19

No comments

Have you ever wanted to change the size of the windows, menus, page tabs, lists, and messages in the software? How about changing the font face and size on your PracticeMaster forms? Version 19 introduces a new, larger default font in the software and allows you more control over font via new customization options.   Read More...

Outlook Integration: Customizing Outlook Fields

November 2018    Tags: Calendar, Contacts, Outlook Integration, PracticeMaster

No comments

I've created several custom fields in my Calendar and Contact files (e.g., Docket No.). Is there a way I can get the new fields to sync over to Outlook?   Read More...

Video of the Month: Filtering Overview

November 2018    Tags: Filters, PracticeMaster, Resources

No comments

Working with a lot of data can be time consuming. However, PracticeMaster makes it easy by allowing you to restrict the records shown based on criteria you specify using filters. This powerful feature allows you to deal with just those records that apply to your situation.   Read More...

Quick Tip: Keyboard Shortcuts and Keystrokes

November 2018    Tags: Accounts Payable, General Ledger, PracticeMaster, System Configuration, Tabs3 Billing, Trust Accounting

No comments

Did you know that you can press Ctrl+Shift+F to open the Fee file and Ctrl+M to open the Matter Manager or Client Manager? Most people are aware of standard keystrokes, such as Ctrl+S to Save, Ctrl+C to Copy, Ctrl+V to Paste, etc. However, there are many more shortcuts to help save time in Tabs3 and PracticeMaster without your hands leaving the keyboard!   Read More...