Tabs3 Connect: Client Related Emails

December 2021    Tags: Clients, Mobile Access, Platinum, PM Journal, PM Matter Manager, Tabs3 Connect

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 browser 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, call Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”