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Blog Posts with Illustrated Tips
You may get an error message when you try to run a backup from the Time Matters Main Menu after upgrading to Time Matters 14.1 from Time Matters 13.2 or earlier. It takes just two minutes to apply a fix, but requires the use of and familiarity with SQL Server.
In Time Matters/Billing Matters 14 and 14.1, when you use the option to send a Billing Matters invoice via Email using default text for the Email message, the text loses all carriage returns. Also, only the first Email in a batch of selected Matters is related to a Contacts and a Matter.
My work-around is to avoid the option for a Default Email Message and instead complete each billing Email, one at a time, using a Formattable Clipboard. Billing Matters will generate all the billing Emails with a Subject (set in Billing Preferences on the Accounts Receivable tab) and a blank body. Opening each Email and applying a Formattable Clipboard does three things: (1) Fills in the body of the Email with carriage returns, and (2) Lets you manually relates the Email to the Contact and Matter; and (3) Allows the automatic use of the client's First Name via a linked field in the Formattable Clipboard.
E-mails can build up in your Time Matters Personal Inbox in the Sent folder and slow down your Personal Inbox. This advanced tip gives you a way to rapidly remove Sent e-mails from your Personal Inbox.
The new Time Matters calendar is more appealing and more similar to the Microsoft Outlook calendar, but it is limited when viewing the schedules for more than seven staff an once.
Updated Microsoft Word macros are available for Time Matters. They eliminate the message in Word that says the Lexis VeriSign certificate expired on 1/23/2015. Download the macro file...
The Document Indexer gives you lighting fast searches through the full text of all your documents. To minimize clutter in your search results and reduce the processing time of the Document Indexer for Time Matters, here are some file extensions to add to the exclusions list.