How to Add a Field to a Time Matters Form

Time Matters has powerful features for adding your own fields to Contacts, Matters and other forms. You can track exactly the additional information you want. You can customize unused fields to hold numbers, email addresses and other information types.

Before customizing fields in Time Matters Forms, check with your Time Matters expert, whether in-house or a Time Matters consultant. Otherwise, you might cause loss of information in Time Matters records.

You can customize fields in any of three places:

• Default Form Style

• Custom Form Style

• Any open Time Matters record, resulting in changes to the field in the Default Form Style (or to a Custom Form Style if in a record using that Custom Form Style’s Classification Code and if the field has already been customized once for that Custom Form Style).

Heads Up: Making a change to the Default Form Style field causes the change to appear in all other records. The exception is when you change a field that a Custom Form Style has already modified.

Heads Up #2: Date fields are special. In order to operate properly as a Date field, the field must be customized in the Default Form Style as a Date field. Then you are free to custom the corresponding field, with different labels, in any Custom Form Style.

It is safest to go through the Main Menu to customize a Form. Here are the steps:

1. Main Menu | File | Setup | Templates | Form Styles

2. Select Matter (or Contact or other Form) at the top

3. Double-click your Form Style, either the Default or a Custom Form Style

4. Find a field you want to customize.

5. Right-click the field.

6. Enter a label, tool tip and field name

7. Choose a field type

8. OK

9. Save and Close

10. Close

You may need to exit Time Matters and reopen it to see the changes.

Do you have any questions about Time Matters? Let me know! Send me an email… or call 952.922.1727.

Wells H. Anderson, J.D., CIC, CEO - Active Practice LLC