Video of the Month: Using the Merge Contacts Utility

February 2022    Tags: Contacts, PracticeMaster, Tabs3 Billing

When it comes to managing your contacts, Tabs3 Software makes it easy to compare and combine two contacts when duplicate data entry occurs.

Whether the contact records exist for a client, payee, vendor, or user, you can use the Merge Contacts Utility in PracticeMaster to combine two contact records into one. The Using the Merge Contacts Utility video walks you through the process of merging two contacts and provides additional resources for other ways to manage your contacts.

Watch this three-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.”