PracticeMaster Virtual User Group Meetings
Every month (usually on the last Monday) Paul Purdue and Mary Jo Boyd lead this fast-paced, informative, and interactive forum where you can ask questions or just learn from the group. Paul and Mary Jo announce their pre-selected topics in an email that’s broadcast the Thursday prior to the session. You can login to the session live, ask questions, and interact with the attendees, or you may “attend” by simply playing back the recorded session. Enjoy!
October 28, 2019 2:00 pm (EST)
Learn about NetDocuments integration and viewing active users in PracticeMaster
Complete the form below to register:
Join Paul and Mary Jo on Monday, October 28th at 2:00 pm ET as they delve into NetDocuments Integration and the View Active Users functionality.
Do you have, or are you considering, NetDocuments? Are you aware that the folks at Tabs3 Software have released integration for NetDocuments? Paul will demonstrate this functionality and talk about the ramifications.
Mary Jo will take take a look at everything to do with viewing Active Users.
This month we abandon our typical 2 topic format and have a lively back and forth session with Paul and Mary Jo giving their top 15 tips in PracticeMaster and Tabs3. A lot of fun, and a LOT of valuable information.
In February we look at the email integration that’s available in PracticeMaster – the ability to store emails by matter in PM with a button that appears in Outlook. We also look closely at the difference netween the Trust Accounting System and the Client Funds feature of Tabs3.
This month we look at reconciling a Bank Account – what can go right and what can go wrong. We also look at making mass changes to your data by Changing WIP Transactions or Transferring Transactions between Clients.