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
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Setting up the incremental backup of Word documents can protect you from your own errors and computer failures. Depending on your software and retention settings…
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.
