Time Matters Tips & Tricks

Basha Systems has recently launched an Estate Planning Feature Package for Time Matters. With the launch of EPMS, Estate Planning Management System for Time Matter (aka LexisNexis Front Office powered by Time Matters), we will be using this space as a support forum. Many of the techniques and approaches used for EPMS apply generally to Time Matters. So add this to your newsreader in Time Matters and you will be able to keep abreast on new developments.

When you open your Inbox it may appear to take up to several minutes to load. Time Matters will seem like it is not responding.  Time Matters inbox is “personal” to each user. The inbox contains both Internet Email and Time Matters emails, as well as attachments. The mailbox can quick get overloaded, even when you appear to have been keeping the list of items in your inbox to a manageable roar. In fact, your mailbox is most likely overloaded. There could be hundreds of emails in the Deleted Items folder. There could be emails in subfolders. All take time to load. 

Auto entry forms are a hybrid between chains and notes. They allow you to structure your tasks and events, much like a chain. And they also allow you to take notes on your tasks. However, if you convert an outline to an Auto entry form, the tasks associated with the underlying record (not the new record) are link to the outline topics.  It is simple to save an outline as an auto entry form. However, before you do that you should make a copy of the form and then remove the links to any associated records. 

When upgrading from Time Matters 5 to Time Matters 6, many users will take a wait and see attitude. They will install Time Matters 6, but NOT install Time Matters 5. This is generally not a problem with the database, since Time Matters creates a separate database during the upgrade. However, it is a problem with the TMSave Toolbar in Word which will often continue to point to the old database. The TMSave toolbar and the menu items are inserted into Word via a Startup Template. This template is loaded when Word is loads. There is a TMW5 templates and a TMW6 template. When you uninstall Time Matters 5, it removes the TMW5 template. If you keep both active, you will have a toolbar with links to both databases. Both toolbars will look identical. Depending on which you click first, you will have links to the TMW5 or the TMW6 database. 

Welcome to the new Basha Systems Time Matters Tips site.  It is run by our blogging software, but will grow to operate much like any information site…