Version 2023 has some great new features to check out! Read More...
When PracticeMaster performs a conflict of interest search, contact search, or document search, it searches the applicable index files for valid matches. Search Settings provide the ability to specify how and if indexes are updated, to rebuild indexes, and to specify words to be excluded from a search. Read More...
When adding a payee, we misspelled the name. How can we change the payee’s name? Read More...
We needed to update information for a few of our contacts. However, the person making the changes created new contacts instead of updating the existing ones. Is there an easy way for me to clean up the duplicate contacts? Read More...
Our firm has recently started synchronizing contacts with Outlook. How can we prevent specific PracticeMaster contacts from synchronizing to Outlook? Read More...
Time is money, and how long it takes for your firm to complete tasks affects the bottom line. So how will Platinum software speed things up for your firm? Read More...
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. Read More...
In Version 2022, all contact information has been consolidated for all Tabs3 Software applications. Read More...
Version 2022 has some great new features to check out! Read More...
When it comes to managing your contacts, Tabs3 Software makes it easy to compare and combine two contacts when duplicate data entry occurs. Read More...
We added a new way to view clients, contacts, fees, costs, payments, client funds, and write offs without having to run a report! Read More...
