When a document needs to be reviewed, how is it passed around the office? Is it printed and handed out, or maybe sent via email to everyone for commentary? There is an easier way – use eNotify to send everyone a link to the PracticeMaster record!
How does eNotify work? By clicking the eNotify button when viewing any PracticeMaster record (e.g., document management, calendar, client, fee, journal, etc.), a new Send eNote window is displayed that includes some basic information regarding the linked record, depending on the file from which it was created. The Send eNote window also automatically contains a link to the record. This feature provides a simple way to notify other users of additions or changes to their PracticeMaster records (e.g., address changes, rescheduled meetings, newly scheduled events or tasks, etc.).
When the recipient views the eNote, a link at the bottom of the eNote window can be used to open the referenced record. In the opened record, all fields will be available for review.
eNotify has several other uses, such as making attorneys aware of a new client by eNotifying them with a link to the new client record, or eNotifying a group of users regarding a change in the location, date, or time of a calendar event that is moments away. Using eNotify in these situations can make users aware of changes that they might otherwise find out about too late if they depend solely on email for communication.
eNotify is a fast and easy way to notify users of changes and additions to the PracticeMaster files. Making eNotify part of your daily routine can guarantee that everyone is in the know!
For more information about Platinum features, see Knowledge Base Article R11379, “Platinum Overview.” If you have any questions regarding Platinum features, contact your Tabs3 Software consultant, or call Support at (402) 419-2210.
Want to know if Platinum is right for your firm? Try out Tabs3 Platinum risk free for 30 days! This offer allows you to use all of the Platinum features with your own data for 30 days before determining whether Platinum will be a permanent upgrade.
Key features in the Platinum software include:
For more information on the 30-day trial offer, visit Knowledge Base Article R11261, “Platinum Net 30 Trial Plan,” and then contact your local consultant or contact our Sales Department at 402-419-2200 to take advantage of this great offer!
What is the best way to communicate and share records between users in PracticeMaster? Send an eNote! eNote is a blend of the best features of instant messaging and email to provide a remarkably easy-to-use tool that streamlines communication, facilitates workflow between users, and enhances your current case management procedures.
The eNote feature is available in the Platinum edition of PracticeMaster, and allows you to communicate instantly. Not only can you send text, but you can also link PracticeMaster records to the eNote, providing quick access to the information you need. You can even send and receive eNotes while away from the office with Tabs3 Connect! You can easily reply to, forward, or dismiss eNotes, as well as add them to the Journal, Calendar, and Fee files.
Working on a project and don’t want to be disturbed? Select Do Not Disturb to minimize interruption. When Do Not Disturb is selected, the eNote window will remain minimized so that the user is not interrupted by eNotes. Select Away to let others know you are not at your desk. The sender will receive a message of the receiving user’s status, letting the sender know that the eNote may not be received right away.
You can specify how eNotes are shown upon arrival. Click the button to open the eNote Preferences window. Select to open the full eNote window (Pop up for new eNotes) or to show a balloon notification (Balloon for new eNotes). You can also select to Play sound for new eNotes using a sound file on your computer.
When sending an eNote that needs immediate attention, select the Urgent check box. Urgent eNotes will appear on top of the recipient’s Windows desktop, regardless of recipient’s selected status.
eNotes can be dismissed or deleted. Dismissed eNotes are removed from the eNote window, but are available in the eNote List (in the Quick Launch, search for and select “eNote List”). Only users with the Permanently Delete eNotes access right can delete their eNotes, thus leaving a record of correspondence. Click the (eNote List) button to open the eNote List, displaying a list of your eNotes. Filters in the eNote group of the Quick Clicks pane let you select whether you want to include all of your eNotes, your unread eNotes, your sent eNotes, or your received eNotes. If you have rights to Access All Users’ eNotes, you can also include all users’ eNotes, deleted eNotes, or a specific user’s eNotes.
For additional information on eNote, see Knowledge Base Article R11246, “PracticeMaster eNote Frequently Asked Questions.” If you have any questions regarding Platinum features, contact your Tabs3 Software consultant, or contact Support at (402) 419-2210.
Being able to easily access the eNote window is essential for quick communication. Pinning the eNote icon to your Windows Taskbar makes accessing your eNotes faster than ever!
The Accessing the PracticeMaster eNote Window video covers how to display the eNote icon in your taskbar notification area and how you can organize your icons on the taskbar.
Watch this two-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Want to know if Platinum is right for your firm? Try out the Tabs3 and PracticeMaster Platinum software risk free for 30 days! This offer allows you to use all of the Platinum features with your own data for 30 days before determining whether Platinum will be a permanent upgrade.
Key features in the Platinum software include:
For more information on the 30 day trial offer, visit Knowledge Base Article R11261, “Platinum Version Net 30 Trial Plan,” and then contact your local consultant or contact our Sales Department at 402-419-2200 to take advantage of this great offer!
There are a variety of options available to handle this. WorkFlows can be set up to copy any information from the originating record to another location. For example, if a calendar record is deleted, then the WorkFlow can be set up to copy the Due Date, Calendar Code, Description, Comments, Start Time, and more to the new record. The WorkFlow can even be set up to show who made the deletion.
Note: You can optionally set up access rights to only allow certain users rights to delete records. This can help alleviate issues with unauthorized deletions. Access rights can be set up in System Configuration via File | Open | Access Profile.
The following is a list of options where WorkFlows can help track deletions:
Regardless of which option you choose, a new record will be added to PracticeMaster. The goal is for the WorkFlow to record all critical information that was removed by the deletion. A WorkFlow will need to be added to each file in which you want deleted records tracked.
You can find more information and additional options for using WorkFlows to track deleted records in Knowledge Base Article R11732, “Using WorkFlows to Track Deleted Records.”
For more information on WorkFlows, refer to our new PracticeMaster WorkFlows Guide at Tabs3.com/support/docs.html or Knowledge Base Article R11307, “All About WorkFlows.”
From your smartphone, tablet, or laptop, simply log in to Tabs3 Connect to quickly access messages sent via eNote, and even access records that have been eNotified to you.
Once you are logged in to Tabs3 Connect, the icon is displayed with a green background that indicates all eNotes have been read, or a
icon with a silver background, indicating there are new unread eNotes. Both icons indicate the number of eNotes in red that have not been dismissed in your eNote list.
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Tabs3 Connect has been around for some time now, but what exactly is Tabs3 Connect, and what can it do for your firm? Tabs3 Connect is a Platinum feature that provides access to Tabs3 and PracticeMaster anywhere you can connect to the Internet. No apps to download, simply go to Tabs3Connect.com and log in using your phone, tablet, laptop, or other internet-enabled device. Access client and contact information, enter fees and costs, use Matter Manager, access your firm’s calendar, receive alarm notifications, send and receive eNotes, and download documents and e-mail attachments via Tabs3 Connect. On smartphones and tablets, you can tap to create a fee, and flick to scroll through a list.
Keeping your data secure is top priority, and Tabs3 Connect was designed to protect attorneys’ sensitive information. The information you access using Tabs3 Connect is secure because it resides at your office, on your computer. It won’t be stored on someone else’s server in the cloud, or on a phone that you might lose. Furthermore, you choose who has access to Tabs3 Connect and who doesn’t, and access profiles affect users logged in to Tabs3 Connect as well. You can even keep track of Tabs3 Connect access and activity by reviewing the Tabs3 Connect Access Log and Tabs3 Connect Log.
If you already have Platinum, take advantage of this great feature and change the way your firm works! Don’t have Platinum yet? Now is a great time to explore the possibilities.
For more information on Tabs3 Connect, contact your reseller, consultant, or Technical Support at (402) 419-2210; or, visit Knowledge Base Article R11480, “All About Tabs3 Connect.” For more information on all of the great Platinum features, visit Knowledge Base Article R11379, “Platinum Overview.”