I want to send an email to all the contacts that I select on the People tab of the client file. However, when I select Send Email from the Quick Clicks pane, the email is addressed to the Client Contact instead of the Matter Contact. Is there a way to send an email to these contacts via the People tab?   Read More...


We have a few custom fields in our email journal window. However, when we journal emails from Outlook, our custom fields are not shown in the journal window that comes up. Is there a way to access our custom fields when journaling emails from Outlook?   Read More...


I use Word Document Assembly to assemble forms for my business clients. After I save the forms to PracticeMaster as documents, I always create a fee for certain hours and amount values based on the template I’m assembling (defined by Document Type) and write an email to the client. Is there a way for PracticeMaster to automate some of this for me?   Read More...


Sometimes I need to email several documents from the Document Store in PracticeMaster to someone. Is there an easy way to add multiple managed documents to an email?   Read More...


We have a new user that is creating fee records from Outlook e-mails. When she converts an e-mail to a fee, the default Timekeeper is inactive and she has to change it every time. How can we change the default timekeeper when converting e-mails to fees?   Read More...


Did you know that the DropBox in Tabs3 and PracticeMaster software serves as a temporary holding area for reports and statements that are output as PDF files via the DropBox print option?   Read More...


You have a special font you downloaded for your firm to use for statements and reports. Although you print some statements and reports, you also e-mail PDFs of statements and reports to certain clients and third parties. However, did you know that that if the e-mail recipient doesn’t have that font installed, the font will be replaced by a different one?   Read More...


We journal e-mails from Outlook to PracticeMaster and we noticed several journal records that have the wrong Client ID. How can we change the Client ID field on all of these journal records?   Read More...


I want to send an e-mail to all of my clients notifying them of recent news with the firm. Is there a way this can be easily accomplished?   Read More...


We are pleased to inform you that we now provide e-mail support to firms with a current maintenance plan! If you have a question for support, but prefer to reach us by e-mail, send us your questions.   Read More...


I want to create a journal record in PracticeMaster for every e-mail that I send. How can I accomplish this automatically?   Read More...


We have an e-mail that was saved in PracticeMaster and then deleted from Outlook. We can’t recover it in Outlook, but we need to respond to the e-mail. Is there a way to reply from the record in PracticeMaster, or do I need to manually recreate the message?   Read More...


Whether it’s increased speed, Tabs3 Connect, or PracticeMaster Exchange Connector, the Tabs3 and PracticeMaster accelerators power some of the main features of the Platinum software.   Read More...


System Configuration isn’t a program you work in everyday like Tabs3 Billing, but is geared toward setting up certain features of the software. So what settings are controlled in System Configuration, and how do you access it?   Read More...


Attaching statements to e-mails one by one is time consuming. Save time by using the Tabs3 E-mail Statements program to send PDF statements without leaving the software!   Read More...


You may already know that you can securely download PracticeMaster linked files and e-mail attachments onto your Internet-enabled device through Tabs3 Connect, but you may not realize the full potential.   Read More...