I have a functionality question in reguards to the TM editable clipboard.
I am needing the editable clipboard to pull information that is refferenced on the the custom tab and on a custom form we have created. Does anybody have experience in doing this or may be able to point me in the right direction as to the location of those field names?
Bradley & Riley PC
2007 1st Ave
Cedar Rapids IA, 52405
Information Systems Manager/Network Administrator
Custom Forms in Time Matters are not available to the Time Matters clipboard if you want to pull information from the fields that you have created. Custom forms are the precursor to form styles, so not that widely used anymore. You can access these field with a Merge document.
Matt Stone, LLB Premier CIC - Forum Administrator 7SecondSystem.comThe 7 Second Blog
LexisNexis Platinum Achievement Circle 2009 Top Sales Producer – Time Matters
In addition to Matt's suggestions, you may want to consider converting your Custom Forms to User Defined Record Types - see that topic in Time Matters Help.
Also know as, User Defined Forms, they are more powerful and support Formattable Clipboards. You add them in Main Menu | File | Setup | General | Program Level | Lists | User Defined. Then you configure fields in: Main Menu | File | Setup | Templates | Form Styles.
Wells Anderson, JD, CIC / Moderator800.575.0007 - Edina, MN - © 2012
www.activepractice.comFree Time Matters Webinars monthly on the second Friday