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TIME MATTERS BLOG

January 15, 2024

Time Matters - Create a Filter

January 15, 2024/ Wells Anderson
Time Matters - Create a Filter

Sometimes all you need in Time Matters is to filter a Contact or Matter List to show certain people or Matters. You can create an Advanced Search and save it as a Filter without all the bother of creating a QuickTab.

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January 15, 2024/ Wells Anderson/
lists
December 13, 2023

Displaying Archived Records on Forms

December 13, 2023/ Wells Anderson
Displaying Archived Records on Forms

Time Matters has a checkbox that determines whether Archived Records appear a Matter Form's lists of Notes, Documents, Emails, etc. That checkbox is well hidden and can be set individually for each user.

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December 13, 2023/ Wells Anderson/
lists
October 18, 2023

Advanced Tip: Matter List Filtered by Updated Date

October 18, 2023/ Wells Anderson
Advanced Tip: Matter List Filtered by Updated Date

Advanced Tip: Using advanced Time Matters features, you can create a Quick Tab on your Matters List to spot Matters that you may need to follow up on.

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October 18, 2023/ Wells Anderson/
calendar, lists, organizing
September 13, 2023

Stay on Top of Matters with Inactivity Watch

September 13, 2023/ Wells Anderson
Stay on Top of Matters with Inactivity Watch

To prevent the most common complaints of legal clients, you can set a Time Matters Inactivity Watch to list Matters that have had no activity in the last 30 days, or a time period you select.

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September 13, 2023/ Wells Anderson/
calendar, lists, organizing, todos
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Time Matters Blog

Get more out of your Time Matters software with support from Wells Anderson, a Time Matters expert. Have a problem? Need to upgrade? Call or write me.

Featured
Save Reports to Excel or HTML Revisited
May 15, 2025
Save Reports to Excel or HTML Revisited
May 15, 2025
With Time Matters you can produce a variety of reports ranging from standard lists to detailed financial reports. You can save both pre-programmed reports and your own custom reports as MS Excel spreadsheets or webpages (HTML documents).
Read More →
May 15, 2025
Relating Attorneys to Firms Revisited
Apr 15, 2025
Relating Attorneys to Firms Revisited
Apr 15, 2025
Time Matters can create an Automatic Relationship between one record and another through the use of a Lookup Button. This relationship allows you to see what attorneys are related to a law firm; their names appear on the Related tab of the law firm's Contact record.
Read More →
Apr 15, 2025
Document Templates Revisited
Mar 14, 2025
Document Templates Revisited
Mar 14, 2025
To save time and improve accuracy when creating documents, Time Matters has a number of options. One option is to use existing documents as Templates.
Read More →
Mar 14, 2025
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