Learn how to change client options en masse in Tabs3

Join Paul and Mary Jo as they explore changing client options – for existing and future matters.

Did you ever wish that certain things could just default when setting up a new client or matter in Tabs3? Well some things can, like finance charges or Trust Integration. Mary Jo shows where to find those default settings.

Paul demonstrates how to change settings for EXISTING clients and matters (rather than setting defaults for the future).

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