There is a secret to getting Emails out of Time Matters. This post explains how.Read More
TIME MATTERS BLOG
You can set Outlook 2013 and later to automatically prompt you to save emails to Time Matters. Another option shows you the Contact and Matter information in Outlook for emails you have saved to Time Matters.
This PDF file shows you step-by-step how to set the Time Matters options in Outlook:
When Time Matters opens an attachment to an Email, saves on your computers local drive, just like Outlook does. If you open sensitive attachments, take care to delete them from your computer's temporary folder.
Here is a fix for the Outlook Add-In that lets you save Outlook e-mails into Time Matters.
The Connect as Email button and the Time Matters tab may disappear from Outlook 2010 because Outlook has disabled the LexisNexis Practice Management Integration.
To re-enable the LexisNexis Add-In, follow the steps illustrated here:
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.
Outlook has an option to search all folders at once, such as Inbox, Sent Items, and custom folders. This tips explains how to switch between searching just the current folder and searching all folders.
Time Matters 10 and 11 play well with Outlook 2010, but finding the Options is hard. This post shows you where to choose options for connecting Outlook 2010 e-mails to Time Matters Contacts and Matters and tells you what they do.