Perform these step for every Time Matters user. You don't have to go to each user's computer. Just select the User's userid (typically 3 initials) in User Level Setup and then follow steps 2 through 4.
To set your user account in Time Matters to check for an existing duplicate contact when adding a ndw contact:
Go to: Main Menu | File | Setup | General | User Level | Forms
Choose Contact from the drop-down
Click Set Form Options
Check the box: Perform Duplicate Check when Adding New Contact
Active Practice
Is this you? Just scratching the surface of your law office software? Want to be more organized, more efficient? We can assist you with getting much more out of law practice management software. Using Time Matters? We have 20+ years of experience customizing it. Want legal cloud apps? We know them well.
You can rely on the advice and information we give you. You benefit from our broad knowledge and deep experience with law practice management applications.
It makes sense that a Web field on a Time Matters record lets you jump to a Webpage, but did you know it can also let you instantly open a client document? Adding a Web field to a Contact Form or other Time Matters Form allows you store a Website address and jump directly to a Webpage by clicking the Web icon next to the field. You can use the Web field type for a field that opens a specific client document, such as a matter summary in MS Word, with one click.
Productivity reports in Billing Matters show the hours worked and the percentage of those hours that were billable. From the Options tab, you can choose to list these figures by Client or Matter or Staff or by one of several other classifications.
With Time Matters you can produce a variety of reports ranging from standard lists to detailed financial reports. You can save both pre-programmed reports and your own custom reports as MS Excel spreadsheets or webpages (HTML documents).
