Send an Event/Appointment from Time Matters
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Spare your clients and yourself the aggravation of missed meetings. With this hidden feature in Time Matters, you can send an Event email directly from Time Matters.
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TIME MATTERS BLOG
Send a Document Link via TM Messenger
/When you have Document records in Time Matters, you can easily send a Document link to a co-worker.
TM Messenger makes it easy for you to let someone know that a document is ready for review, mailing or another action.
This PDF file shows you step-by-step how to send, receive and use document links via TM Messenger:
Copy a Matter Field to a Contact Automatically
/You may find it a time-saver to have one or more Matter fields appear in a client's Contact record. Field Matching in Time Matters allows this.
This PDF file shows you step-by-step how to match the fields and cause the automatic copying:
Time Matters - Copy a Matter Field to a Contact Automatically.PDF
Fixing Documents in Time Matters
/This PDF guide explains how to fix a document that has been saved into the wrong folder when using Time Matters. The fix involves creating the correct folder, moving the file to the correct folder, and fixing the TM Document record.
Click here: Fixing Documents in Time Matters.PDF
