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Time Matters - PCLaw - Billing Matters - Browser Edition - HotDocs


  • Can I print "Done" records showing strikeout lines?

    We'd like to print a Report to include items that have been marked "Done", and we'd like the Report to show the same strikeout line that we see on the screen. We're running TM9. Is this possible? Thanks.
    Posted to Time Matters (Forum) by Martina Donagher on Wed, Sep 28 2011
  • Repeated Dialog problem - TM9 & HD2010

    We recently upgraded to HotDocs 2010 and since then we've had a problem with a template which uses a repeated dialog (in conjunction with Time Matters 9). The template is an Invoice and the Repeat asks for various items of expenditure. We assemble this through Time Matters and it had been working perfectly using HotDocs 6.2. Initially after upgrading
    Posted to HotDocs (Forum) by Martina Donagher on Wed, Feb 16 2011
  • Viewing/printing Audit Log from previous TM version

    Is it possible to view or print an Audit Log from a previous version of Time Matters i.e., Time Matters 7? We're running Version 9 now. We are trying to trace an email and an attachment that was supposedly sent by a user in 2007 but no record of it appears on the Email list. If the email was sent with only "Show on Inbox" checked, would
    Posted to Time Matters (Forum) by Martina Donagher on Mon, Nov 1 2010
  • Setting up a Client Complaint Form

    Our managing partner has asked me to set up a Client Complaint Form which can appear on a List in Time Matters. He would like to be able to have a "register" of all Client Complaints so that he can prepare reports for our Insurers. Each Client Complaint Form contains usual Client information, as well as details of the complaint. I've considered
    Posted to Time Matters (Forum) by Martina Donagher on Wed, Aug 18 2010
  • Can I copy from one Quicktab to another?

    Using it possible to take a copy of a Quicktab and use it to create another Quicktab with slightly different information? I've been asked to create ToDo Quicktabs for 4 members of staff. Each Quicktab has to contain the exact same columns, settings and filters (other than Staff name) so I wondered if I could do one and then copy that for
    Posted to Time Matters (Forum) by Martina Donagher on Wed, Aug 11 2010
  • Best practices for Statute of Limitations

    We are setting up a system for Critical Dates, mainly to deal with the expiration of Statutes of Limitation. I am trying to figure out the best way to handle Critical Dates. I created a User Defined Record (Date type) which contains the Date of Incident and the Date the SOL expires. However, I can't get this record to appear on the calendar, which
    Posted to Time Matters (Forum) by Martina Donagher on Wed, Mar 24 2010
  • Re: Populating a field on a ToDo

    Thanks for your replies. As an add-on to my email, while the Accounting Reference field is populating for any ToDos added manually, I've just realised that it is not populating the field when a ToDo fires from a trigger. We have a trigger firing which creates a ToDo record when a new Matter is created. The Accounting Reference number is generated
    Posted to Time Matters (Forum) by Martina Donagher on Thu, Jul 2 2009
  • Populating a field on a ToDo

    I was asked by a staff member to customise a field on a ToDo record which would hold our Accounting Reference number which comes from the Matter form. I did this using field links so it works fine going forward, but is there anyway I can populate the field on all existing ToDos, other than opening each record individually and re-linking the Matter?
    Posted to Time Matters (Forum) by Martina Donagher on Wed, Jun 24 2009
  • Email - Can Request Receipt Checkbox be ticked by default?

    One of the partners in the firm has asked if the Request Receipt checkbox on the sending Email Form can be checked by default? I can't see a setting to do this - is it possible? We're on TM9E. I assume it would only be a per-user setting since I'm sure not everyone likes to get Read Receipts cluttering up their mailboxes. Thanks. Martina
    Posted to Time Matters (Forum) by Martina Donagher on Mon, Jun 8 2009
  • Extracting Documents from Time Matters

    We have approximately 1,200 Document Records in Time Matters and we would like to copy the actual Word files to a CD. The documents all have the same name but the folder structure for each document is under Client|Matter Number so the documents are not easily found using Windows Explorer, other than by doing a search. Is there any way of doing this
    Posted to Time Matters (Forum) by Martina Donagher on Wed, Jan 7 2009
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