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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.

 



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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