A Few Tips to Improve Your Time Matters Experience

[TEC]

Tips to Quickly Improve Your Time Matters Experience


1. Remove the Clutter
At the Top on the Menu Bar, Right Click and select Customize Your Menu.
Try a more simplified approach such as:
Calendars | Contacts | Matters | TimeSheet | UDR’s
Remove Daily, Weekly and Monthly Calendars , Events and Todo’s, Alerts, everything else. When you click the Calendars icon, it opens the last viewed calendar type. I’ve found the simplicity to be much more effective, all the other ’stuff’ is still a click or two away if needed. Try it and let us know if Time Matters is now a little bit easier to use.

2. Use Dual Monitors
Almost 100% of users who switch to multipledisplays, absolutley like this approach. Call us if you need coaching on how to best set-up this configuration.

3. Explore UDR’s User Defined Records
Create your own records and use quicktabs to easily track…
Assets, document profiles, projects, prospective client opportunities, etc.

4. TM Documents Tricks
Open a Matter document list, highlight a document and Right Click
See the options… ‘Open Containing Folder; Send Email, Convert to PDF and Send Email, etc.

In Windows Explorer
Highlight a file and ‘Right Click’ , see ‘Send to Time Matters’ Try it.
Also, Hold Ctrl and then Click to select multiple documents,
or Ctrl+A to select all files and directories at once. Try it.
Drag the selected documents over to a Contact or Matter in a Time Matters list.
Now let go and follow the prompts to quickly add documents into Time Matters.
Look at the doc tab of the matter. All of the selected docments are now linked to the contact or matter.

5. Add New records Quickly by using the Hot Keys
Open a List of Matters. PressCtrl+Shft+(letter)
Ctrl+Shft+E = New Email Record (Note: Matter is automatic, inherited from where you were on the list )
Ctrl+Shft+V = New Event Record
Ctrl+Shft+B = New Billing Record
Ctrl+Shft+D = New Document Record
Ctrl+Shft+C = New Contact Record
etc (Press File / New Record to see all new record shortcut keys)
Others…

Let us know if you find these tips helpful and if you would like to see some more tips posted here in the near future.