Outlook Prompt to Save to Time Matters
/Time Matters can automatically prompt you to save Sent Emails from Outlook email to Time Matters. This option makes a big difference, easily organizing your emails in Time Matters.
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TIME MATTERS BLOG
Time Matters Email Attachments on Your Drive
/When Time Matters opens an attachment to an Email, saves on your computers local drive, just like Outlook does. If you open sensitive attachments, take care to delete them from your computer's temporary folder.
Fix the Time Matters Outlook Add-In
/Here is a fix for the Outlook Add-In that lets you save Outlook e-mails into Time Matters.
The Connect as Email button and the Time Matters tab may disappear from Outlook 2010 because Outlook has disabled the LexisNexis Practice Management Integration.
Updated 6/5/2018
To re-enable the LexisNexis Add-In, follow the steps illustrated here:
Billing Matters 14.1 Invoice Emails
/In Time Matters/Billing Matters 14 and 14.1, when you use the option to send a Billing Matters invoice via Email using default text for the Email message, the text loses all carriage returns. Also, only the first Email in a batch of selected Matters is related to a Contacts and a Matter.
My work-around is to avoid the option for a Default Email Message and instead complete each billing Email, one at a time, using a Formattable Clipboard. Billing Matters will generate all the billing Emails with a Subject (set in Billing Preferences on the Accounts Receivable tab) and a blank body. Opening each Email and applying a Formattable Clipboard does three things: (1) Fills in the body of the Email with carriage returns, and (2) Lets you manually relates the Email to the Contact and Matter; and (3) Allows the automatic use of the client's First Name via a linked field in the Formattable Clipboard.
