Now is the Time to Upgrade

Now is the Time to Upgrade

Interested in Platinum? I am excited to announce a new and affordable way to pay for Platinum: Monthly subscription pricing*.

For existing clients on maintenance, your firm would receive 25% off your first year, so you can upgrade to Platinum for a low monthly price.

Platinum SQL is the most powerful level of Tabs3 software, so take advantage of the 64-bit capability of your server to increase speed and improve the performance. With Platinum SQL, you getthe ability to back up the software while people keep working, enter fees and costs on the go with Tabs3 Connect, and protect your data with Auto-Recovery.

If you’re interested, contact us for more information.

*Prices reflect the 25% existing client discount for the first year.

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Telephone

856-310-0006

Email Address

monica@www.damoreconsulting.com

Mailing Address

218 Hutchinson Avenue Haddonfield, NJ 08033

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How to Replicate Contacts in PracticeMaster

How to Replicate Contacts in PracticeMaster

When setting up spouses, family members or members of an organization, it is useful to be able to duplicate the original record and make minor changes to the copy rather than typing the same information in over again.

To Replicate a Contact in PracticeMaster, Follow the Steps Below:

  • Open the contact list and select the contact that you wish to duplicate (the company or husband, for example)
  • Right-click on the entry and select “Replicate”
  • Enter the Contact ID for this new record – if it is a member of an organization, use the Last/First name Model (i.e. Jones/Mary R.)
  • Click on OK
  • Edit the record as needed and click on “Save”
PS: If your video is fuzzy, try changing your settings to HD by clicking on Settings and then Quality.

Find Us

Telephone

856-310-0006

Email Address

monica@www.damoreconsulting.com

Mailing Address

218 Hutchinson Avenue Haddonfield, NJ 08033

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How to Customize the Client Manager Icons in Tabs3

How to Customize the Client Manager Icons in Tabs3

Did you know you can customize the icons in the Client Manager in Tabs3?

1. Open the Client Manager and Click on Customize
2. Choose an Icon or Blank Space to Replace and Click on It
3. Locate the New Program from the List, Click Once on It and then Click on OK
4. Click on Run
5. You Will be Prompted to Save When You Close the Client Manager

Find Us

Telephone

856-310-0006

Email Address

monica@www.damoreconsulting.com

Mailing Address

218 Hutchinson Avenue Haddonfield, NJ 08033

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Tabs3 Version 18 Updates

Tabs3 Version 18 Updates

If you have put off your Tabs3 Version 18 updates because of the changes made to the productivity reports, now is the time to get it done!

As a reminder, all period-based reports (primarily the productivity reports) are now date-based. In addition, they can also be run for previous years. In Version 18 the figures on these reports are calculated using the statement date and no longer rely on the current reporting month.

This change will allow for more accurate reporting, however the updates are retroactive and the transition month is important.

Please contact Monica D’Amore with questions or to schedule the updates and a brief overview of the changes.

Click here for more information on Version 18

Find Us

Telephone

856-310-0006

Email Address

monica@www.damoreconsulting.com

Mailing Address

218 Hutchinson Avenue Haddonfield, NJ 08033

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Frustrated with Your Practice Management Software?

Frustrated with Your Practice Management Software?

Frustrated with your practice management software?

Does this describe you?

  • Have it, no one uses it.
  • Have it, hate it.
  • Have it, don’t know what all of the fuss is about!
  • What is practice management software?
  • What are we paying all of this money for??True or False: That’s for the big firms.
  • False! The smaller we are the more efficient we have to be!Want to learn more about PracticeMaster? Contact Monica D’Amore today to schedule a demo.

Find Us

Telephone

856-310-0006

Email Address

monica@www.damoreconsulting.com

Mailing Address

218 Hutchinson Avenue Haddonfield, NJ 08033

Contact Us

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Create Labels in MS Word from an Excel Spreadsheet

Create Labels in MS Word from an Excel Spreadsheet

To Create Labels in MS Word from an Excel Spreadsheet, Follow the Steps Below:

I have created a short video which outlines the instructions for merging names and addresses from an Excel spreadsheet into pre-formatted labels in MS Word.
My example uses Avery labels, however, MS Word supports a variety of label types.

Before beginning you will want to have an Excel spreadsheet set up with your contact names and addresses. If you are a PracticeMaster user, look for additional videos in this newsletter on how to copy your contact names and addresses into Excel.

Use the first row of your spreadsheet to enter column headers such as: First Name, Last Name, Company Name, Address, City, State & Zip as shown below. This makes it easier to match the fields for your label format.

How to Create Labels in MS Word from an Excel Spreadsheet

How to Filter the Contacts List for Holiday Cards

How to Copy PracticeMaster Contacts into an Excel Spreadsheet
PS: If your video is fuzzy, try changing your settings to HD by clicking on Settings and then Quality.

Find Us

Telephone

856-310-0006

Email Address

monica@www.damoreconsulting.com

Mailing Address

218 Hutchinson Avenue Haddonfield, NJ 08033

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How to Change the Way Your Client List Looks in PracticeMaster

How to Change the Way Your Client List Looks in PracticeMaster

Do all the words blend together when you’re looking at your client list in PracticeMaster?

Wish there was a way to make the list easier to read?

Here’s a tip that will do just that!

  1. Display the list that you want to customize
  2. Display the QuickClicks menu
  3. Expand the “Customize Current View” section
  4. Click on “List Preferences”
  5. Select your desired row height and choose colors for your line text and background
  6. Click on OK

NOTE: Softer colors are easier on the eyes

Find Us

Telephone

856-310-0006

Email Address

monica@www.damoreconsulting.com

Mailing Address

218 Hutchinson Avenue Haddonfield, NJ 08033

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PDF’s Made Easy in Tabs3 & PracticeMaster

PDF’s Made Easy in Tabs3 & PracticeMaster

Did you know that selecting “DropBox” in the print dialog automatically creates a PDF file that is immediately ready to email?

Try it!

Find something to print (I’m using the Recap of Hours Report)

Click on “DropBox” from the print dialog box

Click on OK

When the DropBox appears, click once on the listed item

Then click on the envelope icon on the toolbar to open Outlook – the document will be attached

NOTE: If the DropBox does not appear or if it goes away, look for the icon in your system tray

NOTE: You can rename the file by right-clicking (ie. John Berk Statement No. 12345.pdf)

The “Advance Current Posting Month” program has been eliminated. Journal entries can be posted for any period or limited to a specified time period. This means that you no longer need to archive GLS clients! Data entry processes such as entering payments in Tabs3 are no longer hindered by having to wait until the month is advanced.
You now have the ability to define a closing date that prevents any journal entries from being posted prior to the closing date (A), and define a number of days before and after the current working date for journal entries (B).

Find Us

Telephone

856-310-0006

Email Address

monica@www.damoreconsulting.com

Mailing Address

218 Hutchinson Avenue Haddonfield, NJ 08033

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How to Rename a Contact in PracticeMaster

How to Rename a Contact in PracticeMaster

To Rename a Contact in PracticeMaster follow the steps below:

Open the “Contacts” program
Locate and Select the contact to change
Open the Quick Clicks Menu
Click on Rename Contact
Enter the New Contact ID*
Opt to update the Full Name (or not)
Click on OK

*RENAMING FOR CASE This utility does not recognize case. So if you want to rename a contact because of case (i.e. SMith/Mary) you will first have to rename the Contact ID to something like: Smith/Mary1 and then you can rename again to Smith/Mary.
You now have the ability to define a closing date that prevents any journal entries from being posted prior to the closing date (A), and define a number of days before and after the current working date for journal entries (B).

Find Us

Telephone

856-310-0006

Email Address

monica@www.damoreconsulting.com

Mailing Address

218 Hutchinson Avenue Haddonfield, NJ 08033

Contact Us

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How to Apply a Payment to Multiple Matters in Tabs3

How to Apply a Payment to Multiple Matters in Tabs3

To Apply a Payment to Multiple Matters in Tabs3, follow the steps below:

Open the Tabs3 Payment Entry Program and enter: the Client ID (any matter for the client will do), Date, Tcode, Amount, and Check Number

Click on the “Apply Payments to Multiple Files” button

Answer “Yes” When Prompted: Are you Sure you want to apply the payment to multiple matters?

If the payment is equal to the amount due for all matters, then individual payment records are automatically created for each matter.

If the payment is not equal to the amount due for all matters, then the “Payment Amounts for Multiple Matters” window will be displayed (shown below) allowing you to apply the payment as desired to each of the matters with an amount due.

Find Us

Telephone

856-310-0006

Email Address

monica@www.damoreconsulting.com

Mailing Address

218 Hutchinson Avenue Haddonfield, NJ 08033

Contact Us

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