time matters tips http://timematterstips.bashasys.info/ TimeMatters case management tips and tricks en sgr@bashasys.com Copyright 2007 2007-12-07T13:32:00-05:00 Launch of EPMS Tips Archive http://timematterstips.bashasys.info/index.php/timematters/launch_of_epms_tips_archive/ 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. WTP Estate Planning In this space we will be putting tips, tricks and other thoughts on best use of Time Matters for your estate planning business.

]]> 2007-12-07T12:32:00-05:00 Why does my email inbox take so long to load http://timematterstips.bashasys.info/index.php/timematters/why_does_my_email_inbox_take_so_long_to_load/ 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.  miscellaneous issues The solution lies in regular dilligence on managing your inbox.
  • Keep the number of items in your inbox folder to under 50
  • Set your mailbox settings to show on email list (not inbox) any records that have been associated with a Contact or Matter
  • Create a folder for List-Server mail and set a rule to automatically move the incoming email to that folder
  • Empty the deleted items folder (right-click on folder and choose empy bin)

]]> 2007-02-22T01:41:00-05:00 Why do my autoentry forms include the wrong task links http://timematterstips.bashasys.info/index.php/timematters/why_do_my_autoentry_forms_include_the_wrong_task_links/ 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.  form customization
  • Make a copy of the outline
  • Remove all links to client and matter
  • Make a generic version of the description
  • Right-click on any outline elements that are linked to a task or event records and disassociate the link
  • Standardize and clean up the language
  • Click on the Save As Auto entry Form

    • You are now ready to go.  ]]>     2006-12-21T01:39:00-05:00     TMSave Toolbar in Word after an Upgrade to TMW6 http://timematterstips.bashasys.info/index.php/timematters/tmsave_toolbar_in_word_after_an_upgrade_to_tmw6/ 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.  miscellaneous issues The solution is to uninstall Time Matters 5. Go into Control Panel and choose add-remove programs. Find Time Matters 5 and click on Remove. This should remove the TMW5 template. Then restart Word. There is no requirement to reinstall Time Matters. In some circumstances, the TMW6 startup template may not have been installed in the first place. In this case you have two options. One is to reinstall Time Matters, but this time choose only Word-Processor links. The other option, is to go into Workstation Setup and click on Word Processor Links or Additional Product links. 

    ]]>     2006-08-18T01:38:01-05:00     Time Matters Tips Site Goes Live http://timematterstips.bashasys.info/index.php/timematters/time_matters_tips_site_goes_live/ 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… announcements As time goes by, we will be adding Time Matters tips and tricks to our database.  Eventually, this site will become a quality resource for the Time Matters case management community.  Growing side by side with this site will be our GhostFill and HotDocs information sites, all run in a very similar manner.  If you find yourself becoming lost, the following color schemes should assist:

    - grey = generic blog containing articles & document assemby topics of interest
    - red = hotdocs specific tips and tricks
    - navy = ghostfill specific tips and tricks
    - tan = time matters specific tips and tricks

    quotes in the Time Matters Tips site will appear like this

    On the left side of this site, you will notice links to relevant Time Matters resources, as well as a search box, so that you can quickly find what you want from our site (if it is here of course).  If you want some light reading regarding case management ( and document assembly!), dont forget to check out our main blog which has many articles regarding the industry generally.

    We hope you enjoy the new approach.

    ]]>     2006-07-27T01:00:01-05:00