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Time Matters
Data Backfill
When generating documents and reports, Time Matters users can get through the merging process only to find that the salutation, firm, title, zip code or other important information is missing. Instead of having to go into the document to fill in the missing information, and then go back into Time Matters to complete the empty data fields, in Time Matters 4.0 you can use the "Data Backfill" feature to perform both tasks automatically. In all merge forms, formattable clipboards, reports, labels and envelopes you will find an "Options" button. Pressing this button lets you review all the variables that are used in the document or report to determine if you want to be prompted if the field is empty when the document is generated or the report is printed. If document variables are empty at the time the document is generated or the report is printed, you will be given a dialog with the missing fields highlighted. Filling in the information will complete the document and backfill the information in Time Matters.
Memo Field Use
In Time Matters 3.0 and 4.0 the data forms have a memo field for holding free form text. In "Contact" and "Matters" forms, this is often used to record a running commentary on the status of the Contact or Matter/Case. Most users don’t know that if you right click in the memo field you can easily insert the current date, time, user name, user initials or a tab. In addition to the right click feature, there are also two ways to see more of the memo field. First, you can press the up arrow button on the upper right corner of the memo field to expand the memo to cover two-thirds of the form. A down arrow button appears that lets you reduce the size of the memo field. Second, you can stretch the entire data entry form. Position the mouse at the bottom edge of the "Form" and the mouse will change to a double arrowed cursor. Drag the lower edge of the "Form" down to display more memo area.
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