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Tabs3 and PracticeMaster Version 16
Adds
Contact Management
The latest version of
Tabs3 and PracticeMaster billing and case management software was released
earlier this year. Version 16 distinguishes Clients from Contacts with a new
Contact Manager. It elegantly handles individual and corporate contacts and
easily lets you connect individuals to companies. All Clients are Contacts and
version 16 adds your existing clients to the Contacts list
and provides a function for
removing any resulting duplicates.
Contacts optionally synchronize with Outlook.
The Client Manager window neatly organizes each client file
giving you instant access to the most frequently used
information including contact information, balances, WIP, date
of last statement and payment. From the Client manager you're
also one click away from reports.
Other
version 16 enhancements include: Workflows to automate common tasks, automatic
emailing of statements, and an Inactivity report to track clients and matters
with no activity within a certain time period.
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A.B. Sims, LLC 1904 Third Avenue, Suite 934, Seattle, WA 98101-1191 Phone: (206)
396-6390 Fax: (206) 577-3937 Detroit: (313) 223-1200 |
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Copyright 2004-2011 A.B. Sims,
LLC. All rights reserved
LexisNexis is a registered trademark of Reed Elsevier Properties Inc.,
used under license.
Time Matters is a registered trademark and Billing Matters is a
trademark of LexisNexis, a division of Reed Elsevier Inc. All rights
reserved.
Tabs3, PracticeMaster, and the “pinwheel” symbol ( ) are registered trademarks of Software
Technology, Inc.
Time Slips is a registered trademark of Sage Software SB, Inc.
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