Time Matters is designed to make your case management quick and easy. Listed below are a few tips that you may not know about that will increase your productivity within Time Matters.
- You can save your current login information by selecting the Options button and checking “Save This Login” at the Time Matters login screen.
- Tag every item in a list all at once by using the hot keys CTRL+T to tag all records. CTRL+U to untag.
- The main “data entry forms” in Time Matters are resizable. Click and hold a corner or edge of the form, and drag the cursor to resize it.
- Quick Tabs provide you the ability to create and view filtered lists or saved searches, allowing you to see critical information at a glance saving you a lot of time. To learn about Quick Tabs go to the help section in Time Matters.
- To modify the buttons on the Main toolbar, right-click on it and click Customize.
- Archive records when they are no longer needed. Open a list, tag all unused records, and on the Main Menu go to Process > Archive Records. This is helpful if you want to hide (but not delete) inactive clients and matters.
- Almost any list can easily be sent to Excel, making it simple to print records, manipulate columns, etc. When you are on a Quick Tab, hit CTRL + T to tag all of the records in the list. Click the Send to Excel button on the list toolbar. Excel will automatically open filling in the spreadsheet with the selected information.
- Time Matters has its own Recycle Bin just for deleted records. So don’t panic if a matter or contact gets deleted. Go to File > Recycle Bin. Records can be retrieved from here.
- Time Matters gives you the ability to secure or hide a particular field, or allow only certain people to edit or view the field.
- To turn off the Alert’s, Reminders and Watches form upon login, go to File > Setup > General > User Level and uncheck the “Show Alerts and Reminders screen after login” box.
