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.
You can customize the Time Matters document management system to specify Client and Matter field names that differ from the default choices: Contact Name and Matter Name.
If you are replacing the computer or drive storing the Document folders used by Time Matters, you will need to make some changes. On every user computer, you will need to change a setting in Time Matters File Locations.
