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Here's How Procedures

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Richard Marx Posted: Thu, Jun 25 2009 1:24 AM

Here’s How Procedures is a course of action for the successful implementation of Time Matters and has been designed to work with any type of business for both new and current users.  Providing detailed action steps for the end-user and in-house administrator, this guide is really about where to click and what to type to get from point A to B.  It is not a user’s guide or generic training manual, but a method of automating your office that can be developed for your specific requirements.


Here’s How contains the best practices for all basic procedures and setup required to get you quickly and effectively using Time Matters.  In addition, basic customizations are provided by downloading a Package Features file that instantly standardizes your entire office with the basic setup needed to begin. 


Here’s How will:

  • Setup a one column Contact search throughout the software
  • Simplify adding action records such as Events, ToDos, Phone Calls, etc.
  • Provide a sure fire method for linking records
  • Standardize information retrieval for your entire office
  • Provide a dynamic view of your Calendar
  • Build a method for implementing advanced features
  • Include administrator documentation for feature setup


An index of current topics, as well as an example of the procedures for adding Contacts, is available on the Website.  Here’s How includes a binder and CD of the basic procedures and Package Features.


Introduction to Here’s How Procedures


MME Consulting Services, LLC



Richard B. Marx MME Consulting Services, LLC Lexis Nexis Time Matters Certified Independent Consultant (CIC) Moderator Phoenix, AZ 602-667-5706

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