Bet You Didn’t Know Time Matters Could Do That!
40 Tips in 40 Minutes
Karen S. Easton
Eastern Legal Systems, LLC
www.easternlegalsystems.com
GENERAL TIPS
GENERAL TIPS
Setup: Program, User, Workstation
Setup: Program, User, Workstation
1
1a
Program‐Level
Program
Level Settings
Settings
1b
User‐Level
User
Level Settings
Settings
Workstation‐Level
Workstation
Level Settings
Settings
1
1c
2
2a
Toolbars, Columns, Sorting
Toolbars, Columns, Sorting
• These
These affect only your Time Matters affect only your Time Matters
UserID
• Right‐click main Toolbar and choose Right click main Toolbar and choose
Customize
• Click a column heading to hot‐sort
Cli k
l
h di
h
2b
Customize Main Toolbar
Customize Main Toolbar
Add/Remove Columns
Add/Remove Columns
2
2c
2d
Hot‐Sort
Hot
Sort a List
a List
Quickly Tag or Untag a List
Quickly Tag or Untag
a List
3
•
•
•
•
•
Ctrl+T to tag all
to tag all
Ctrl+U to untag all
Shf
Shft+T
to tag current record
d
Shft+U to untag current
Right‐click / Tag record / Tag all records
Send to Excel
Send to Excel
4
• Create a QuickTab
Q
or filtered list
• Search/tag desired records
d
• Click “Send to Excel” icon or press Ctrl+E
p
5
5a
Time Matters Journals
Time Matters Journals
• Personal
Personal Journal Journal – all records for default staff all records for default staff
for Today (Ctrl+J)
• Matter Journal –
Matter Journal all records for designated all records for designated
matter; defaults to Today (Shft+F6)
• Contact Journal –
C
J
l all records for designated ll
d f d i
d
contact; defaults to Today (Shft+F5)
• Access via Calendar menu
5b
Personal Journal
Personal Journal
Matter Journal
Matter Journal
5
5c
5d
Contact Journal
Contact Journal
6
6a
Time Matters Recycle Bin
Time Matters Recycle Bin
• Time
Time Matters has its own Recycle Bin for TM Matters has its own Recycle Bin for TM
records, much like Windows has a bin for files.
• File / Recycle Bin
File / Recycle Bin
• Can undelete records which have been d l d
deleted, as long as they have not been l
h h
b
emptied from the Recycle Bin
6b
Time Matters Recycle Bin
Time Matters Recycle Bin
7
7a
Keyboard Shortcuts
Keyboard Shortcuts
• Function
Function keys keys – e.g. F2 is almost always e g F2 is almost always
“Lookup”
• Date and time entry shortcuts, e.g. Date and time entry shortcuts e g “T”
T for for
Today in the main Date field
• Refer to online help screen called “Hot Keys R f
li h l
ll d “H K
and Shortcuts”
7b
Function Keys
Function Keys
Date and Time Entry
Date and Time Entry
7
7c
8
8a
Use Record Types Creatively
Use Record Types Creatively
• Matters
Matters do not have to be client matters; they do not have to be client matters; they
can be projects such as Firm/Staff Development, Firm/Holiday Party, Firm/Prospective Employees, /
y
y,
/
p
p y ,
etc.
• Contacts do not have to be people or companies; they can be ideas, software programs. The idea is
they can be ideas, software programs. The idea is to create a repository for related information.
8b
User‐Defined
User
Defined Record Types
Record Types
• Create
Create additional record types (name
additional record types (name‐based
based or or
date‐based) of your own.
Inheritance
9
• To automatically populate the Regarding fields, click on a yp p
g
g
,
contact or matter before creating a new related record.
Save and Take Action
Save and Take Action
10
• We
We all use Save/Close when finished editing a all use Save/Close when finished editing a
record, but don’t forget its alternatives.
Quickly Search an Entire List
Quickly Search an Entire List
11
• If
If you don
you don’tt have the search field on the list toolbar, have the search field on the list toolbar,
you can accomplish the same thing using Ctrl+F.
Global Search (Conflict Check)
Global Search (Conflict Check)
12
• Don’t forget to also use the “record review” feature to initiate the “mental” part of the conflict check.
Time Matters RSS Reader
Time Matters RSS Reader
13
14
Disable Data Entry Wizards
Disable Data Entry Wizards
MATTERS & CONTACTS
MATTERS & CONTACTS
Matter Area View Options
p
15 Free Martindale Lookup of Contact
p
16 Access CourtLink Subscription
p
17 Merge Without Doc Record
g
18 Formattable Clipboards
19
19 • Extremely powerful way to harness Windows clipboard capability to capture specific fields from selected records to paste into documents, t
ifi fi ld f
l t d
d t
t i t d
t
emails, etc.
• Test with the Clipboards that come with TM. Then modify those or try g
y
creating some of your own.
• File / Setup / Templates / Formattable Clipboard
Time Matters Insider
Time Matters Insider
20
20 • Extremely powerful way to harness Windows clipboard capability to capture specific fields from selected records to paste into documents, t
ifi fi ld f
l t d
d t
t i t d
t
emails, etc.
• Test with the Clipboards that come with TM. Then modify those or try g
y
creating some of your own.
• File / Setup / Templates / Formattable Clipboard
Document Auto‐Naming
Document Auto
Naming
21
21 Print Reports to PDF without Adobe
Print Reports to PDF without Adobe
22
22 CALENDAR
Change Default Daily View
Change Default Daily View
23
23 Drag to Move Event on Daily View
Drag to Move Event on Daily View
24
24 Scrolling in Calendar Views
Scrolling in Calendar Views
25
25 Date Calculator
Date Calculator
26
26 Monthly Calendar Zoom
Monthly Calendar Zoom
27
27 Printing Calendars
Printing Calendars
28
28 Calendar Staff Selector
Calendar Staff Selector
29
29 Quick Alarms
Quick Alarms
30
30 COMMUNICATION
Messenger – Show Read/Unread
Messenger Show Read/Unread
31
31 Use Messenger as “Envelope”
Use Messenger as Envelope
32
32 “TM Save” from Windows Explorer
33 using right‐click / Send To
Drag & Drop Doc to Matter or Contact
Drag & Drop Doc to Matter or Contact
34
34 Save Sent Outlook Email to TM
Save Sent Outlook Email to TM
35
35 Save Web Pages to TM
Save Web Pages to TM
36
36 NEW IN VERSION 12
NEW IN VERSION 12
Time Entry Advisor
Time Entry Advisor
37
37 Automatic TMSave IN MS Office
Automatic TMSave IN MS Office
38
38 Time Matters for Outlook
Time Matters for Outlook
39
39 • Sea
Search for contact and create Outlook email, all c o co tact a d c eate Out oo e a , a
without necessarily having TM open.
y
• View TM contacts and matters directly from Outlook.
• Click on an email message in Outlook and view the TM matter info.
New Outlook Integration
New Outlook Integration
40
40a • Save
Save Outlook emails as either TM email records Outlook emails as either TM email records
(connect as email) or as Outlook .msg files (
(connect as document).
)
New Outlook Integration
New Outlook Integration
40b
40b • New options for saving Outlook attachments to TM.
New options for saving Outlook attachments to TM.
Thank you for attending!
Karen S. Easton
Eastern Legal Systems, LLC
kse@easternlegalsystems.com
978‐975‐5670
Questions?