PracticeMaster has the ability to integrate Calendar and Contact information with Outlook. If your firm uses Microsoft 365 with Exchange online, the Tabs3 Platinum edition makes integration even smoother. Read More...
You can now configure Tabs3 Billing to email statements using a Microsoft 365 account with an Exchange Online server. This new sending option allows you to send statements without the need to install Outlook on the workstation or configure SMTP access. Read More...
Version 2024 has some great new features to check out! Read More...
What are expressions, and how can your firm use them to improve your day-to-day activities? An expression is a set of criteria you define that tells the software what records to display, and in some cases, how to display it. Filters are the most common expressions, but expressions can also be used in Report Writer reports, WorkFlows, Word Document Assembly, and Outlook Synchronization. Read More...
The Microsoft 365 Exchange Connector has been enhanced in PracticeMaster Version 2023 so recurring events created in Outlook will synchronize with the PracticeMaster calendar. Read More...
We recently began journaling emails from clients into PracticeMaster. I have a large number of them from a specific client, and adding them one at a time will take longer than I’d like. Is there a way to journal multiple emails at one time? Read More...
Version 2023 has some great new features to check out! Read More...
Did you know that PracticeMaster integrates with several third-party programs such as Microsoft Outlook and Word? Read More...
Our firm has recently started synchronizing contacts with Outlook. How can we prevent specific PracticeMaster contacts from synchronizing to Outlook? Read More...
