time matters tips TimeMatters case management tips and tricks 2010-04-16T07:00:42-05:00 ExpressionEngine Copyright (c) 2010, Seth Time Matters Installer Error - On Loading Internet Explorer After Upgrade to Time Matters 10 SR2 tag:timematterstips.bashasys.info,2010:/8.198 2010-04-16T05:42:00-05:00 2010-04-16T07:00:42-05:00 It happen on a client. Every time they opened Internet Explorer or Outlook, they would get a Time Matters error and it would attempt to run a setup file.  It was looking for a file called infoent.msi. No matter what you did, click Cancel, OK, the problem would keep recycling.  A reboot didn’t solve the problem.  Nothing would make the darn thing go away.  I thought this was isolated to my client, until I started discussing it with other CIC’s.  Marc Wexler had seen it and had a solution.  The best solution came from Wells Anderson.  Read on for the solution. 2010-04-16T05:42:00-05:00 Seth sgr@bashasys.com http://www.bashasys.com announcements The True Cause

The cause of the error had to do with a Windows installer that had not “completed” all steps of its installation.  The incompletion was triggered when you opened Outlook or Internet Explorer, most likely because the installation routine, in my case, an upgrade to Time Matters 10 Service Release 2 was trying to build integration to those applications and was interrupted.  When you open one of those applications, it would then try to complete the installation, but since the installer had closed and removed itself, it could no longer find the file “infoent.msi” to complete the action.  I am sure programmers could come up with a more precise explanation.

The Solution

You could call techsupport, if you were on annual maintenance.  Or, you go to the Microsoft Knowledgebase and click on the article titled: Use the Windows Installer CleanUp Utility to remove Office 2000, Office XP, or Office 2003 (found at http://support.microsoft.com/kb/290301).  Or you could just click here to download the Cleanup Utility. 

(1) Run the EXE to install the Cleanup Utility
(2) Find “Windows Install Clean Up.
(3) Find the entry for LexisNexis/Practice Advantage installer
(4) Click on Delete.
(5) When done, go into File -> Setup -> General -> Workstation Level and run both the Word Processor Setup and the Additional Program Setup.

]]> Legal Technology Portal is Live tag:timematterstips.bashasys.info,2010:/8.196 2010-03-19T20:18:01-05:00 2010-03-19T21:23:39-05:00 Our new Legal Technology portal is live.  To try it out, please bookmark http://legaltechnology.bashasys.net/.  If you have a “RSS feed” or a “twitter” that relates to “Case Management Software”, “Document Assembly Software” that you want included, please go to the website and suggest a link.  There is a wealth of information coming from Vendors in these areas.  Rather than “surfing”, use our website to do your research or to keep up on developments.  You will find my “Time Matters Tips” blog there.  At the moment, there is no feed from LexisNexis on Time Matters, PCLaw or Billing Matters, but that should change with time. 2010-03-19T20:18:01-05:00 Seth sgr@bashasys.com http://www.bashasys.com announcements Custom Imports and Updates tag:timematterstips.bashasys.info,2010:/8.194 2010-03-17T07:10:00-05:00 2010-03-17T08:38:48-05:00 Time Matters has a very advanced and sophisticated import system.  There are many reasons one would wish to import data into Time Matters.  The most common is for new users of Time Matters who are converting from other systems.  If they are using Outlook, you can use “synchronization”.  For other practice management system or contact management systems there are pre-set import routines.  But there are other circumstances where you will need to use the Custom Import.  It is for those circumstances that I offer a few tips or best practices. Circumstances where Custom Import is Required (1) Your data source is Outlook, but you have used custom fields. (2) Your have worked with Seibel CRM On Demand, and only have CSV (Comma Separated Value) Files. (3) The built-in import doesn’t support the record type you want to bring in, such as “Notes” (4) You are doing a “mass” export and cleanup and reimport (5) You are enabling User Defined Records from a custom database or spreadsheet. 2010-03-17T07:10:00-05:00 Seth sgr@bashasys.com http://www.bashasys.com miscellaneous issues We use Excel to cleanup the data before import and prepare
(1) Always “index” your imports with some unique record ID.  In Excel, you can add an ID column, with data such as ADV001, ADV002.  By dragging the corner of the cell, Excel will complete the series.
(2) Use concatenation (e.g. =CONCATENATE(A2,” “,B2,” “,C2) ) to merge data from multiple columns.
(3) Use Cell Formatting on Dates and Numbers to get the “data” to look the way you want, and the “copy/paste” into a new column as text
(4) Replace the column heads with the Time Matters Core Field Name, or Field Label for the record type you will be importing.
(5) Mark as “DNC” for Do Not Code, any columns of data which you don’t wish to import.
(6) Search and remove all QUOTES “” in any of the cells, Except for Cells where there are Formulas
(7) When done, save worksheet to CSV.

]]> The Open Source Manual tag:timematterstips.bashasys.info,2010:/8.190 2010-03-12T20:03:00-05:00 2010-03-12T21:13:38-05:00 We are going to try an experiment.  We are going to use Wiki technology - MediaWiki (the same used by Wikipedia) to create an open-source manual for Time Matters.  We will start out the core of it with our current knowledge of Time Matters.  We will require contributors to “register” in order to make contributions and revisions to the manual.  The hope is that this Wiki will fill the void between what is in the “help text” and what constitute “best practices”.  2010-03-12T20:03:00-05:00 Seth sgr@bashasys.com http://www.bashasys.com announcements We will be making a general announcement later in the month when the Wiki is ready.  All contributions will be subject to a “Creative Commons” license.  That means that Basha Systems LLC as host will have license to use and republish any contributions submitted to the Wiki.  However, you will also be free to “republish” content and link to it, so long as that content contents source attribution and a hyperlink back to the website source for the article.

]]> Three-Click Solution with Basha Office Management System (OMS) tag:timematterstips.bashasys.info,2009:/8.152 2009-05-28T12:29:00-05:00 2009-05-28T13:38:55-05:00 Have you ever wished to unlock the power of Time Matters so that any item of data you enter on a case can be retrieved in Three-Clicks of a Mouse.  For you, we have developed OMS - The Basha Systems Office Management System for Time Matters.  It takes just a few minutes to install, and will save you at least 30 minutes a day hunting for information that you have already entered.  It will make Time Matters eminently more user friendly.  Here is the basics.  Step 1: Choose your record, whether it be a matter, contact, event, todo, or UDR.  Step 2: Choose your Powerview.  There are over 80 customized Power Views in the package. Step 3: Click on PRINT or on EXPAND ALL.  It’s that easy. 2009-05-28T12:29:00-05:00 Seth sgr@bashasys.com http://www.bashasys.com WTP Estate Planning The Office Management System comes with a full suite of Power Views. One of the most significant are power views that give you ALL fields on the underlying record in a single printable view.  These fields are grouped by area, with the ability to customize the label for the area, just as you can do on the record’s form style.  Moreover, the system also is dynamic.  As you change the prompts on the underlying record, the prompts on the Power View adjust.

]]> Restarting and Rescusitating the Time Matters Indexer tag:timematterstips.bashasys.info,2008:/8.97 2008-07-16T14:19:00-05:00 2008-07-16T23:59:44-05:00 The Time Matters indexer may get stuck or corrupted.  This article steps you through solution to that problem. 2008-07-16T14:19:00-05:00 Seth sgr@bashasys.com http://www.bashasys.com TRASH AND RECREATE THE LNDATA INDEX

1. Log Everyone out of Time Matters
2. Find the Index Folder and Rename LNDATA
e.g. P:\TMW9\Data\Index\LNDATA
3. There may be a locked open file.  You need to make sure it gets unlocked before you move the file.
4. Log into Time Matters and leave it open to allow LNDATA to be recreated.
5. Check for the Icon in the system tray.

OPTIONAL STEP: ACTIVATE SYNCHRONIZATION
1. File -> Setup -> Program Level
2. Synchronization -> Activate Time Matters Synchronization
3. Give it a name:  MAIN OFFICE
4. Log out of Time Matters

OPTIONAL STEP: REINDEX DATABASE
Now Go to the Time Matter Utilities
1. Select the Database
2. Check box to Reindex Main Database

]]> Time Matters Indexer Issues tag:timematterstips.bashasys.info,2008:/8.96 2008-07-16T13:42:00-05:00 2008-07-17T00:00:38-05:00 The Time Matters indexer, on occasion can get corrupted.  This abstract explains how to purge and restart the indexer.  The text is courtesy of Matt Stone. 2008-07-16T13:42:00-05:00 Seth sgr@bashasys.com http://www.bashasys.com miscellaneous issues TRASH AND RECREATE THE LNDATA INDEX

1. Log Everyone out of Time Matters
2. Find the Index Folder and Rename LNDATA
e.g. P:\TMW9\Data\Index\LNDATA
3. There may be a locked open file.  You need to make sure it gets unlocked before you move the file.
4. Log into Time Matters and leave it open to allow LNDATA to be recreated.
5. Check for the Icon in the system tray.

OPTIONAL STEP: ACTIVATE SYNCHRONIZATION
1. File -> Setup -> Program Level
2. Synchronization -> Activate Time Matters Synchronization
3. Give it a name:  MAIN OFFICE
4. Log out of Time Matters

OPTIONAL STEP: REINDEX DATABASE
Now Go to the Time Matter Utilities
1. Select the Database
2. Check box to Reindex Main Database

]]> Launch of EPMS Tips Archive tag:timematterstips.bashasys.info,2007:/8.91 2007-12-07T12:32:01-05:00 2009-05-28T13:28:55-05:00 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. 2007-12-07T12:32:01-05:00 Seth sgr@bashasys.com http://www.bashasys.com 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.

]]> Why does my email inbox take so long to load tag:timematterstips.bashasys.info,2007:/8.79 2007-02-22T01:41:00-05:00 2007-02-22T01:42:09-05:00 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.  2007-02-22T01:41:00-05:00 Admin ibb@bashasys.com 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)

]]> Why do my autoentry forms include the wrong task links tag:timematterstips.bashasys.info,2006:/8.78 2006-12-21T01:39:00-05:00 2007-02-22T01:43:25-05:00 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.  2006-12-21T01:39:00-05:00 Admin ibb@bashasys.com 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.  ]]>