Fix the Time Matters Outlook Add-In

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:

http://ap.clarify-it.com/d/rwc6ht

 

 

Billing Matters 14.1 Invoice Emails

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.

Installing Time Matters for MS Outlook

Time Matters for MS Outlook puts a handy Time Matters sidebar into MS Outlook, giving you direct access to the TM Contact records of people who send you e-mails, plus a lot more Time Matters information. This post describes the straight-forward installation steps. A word of caution: Don't skip the Relogin to Time Matters step or TM for MS Outlook won't work on your PC!
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