Duplicate Contact Records - How to combine them
/Combine two Contact records for the same person
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Combine two Contact records for the same person
Read MoreTime Matters includes an excellent utility for searching the full text of all the documents on your server or main computer. You may choose to include all the document folders or select just the folders you want your people to be able to search. To set up the indexer, see the Time Matters documentation for:
As a part of setting up the Document Indexer, I recommend that you use the set of file extensions set forth in this blog post: Document Indexer Exclusions
You also need to set up the Document Search for each user. User setup is covered in this step-by-step PDF file:
PhraseExpress save you time and spares you hand strain by taking abbreviations that you create and expanding them into phrases, names, addresses, and whole paragraphs.
Read MoreUse the Time Matters / Billing Matters Spelling feature to keep from giving your clients a bad impression of your work quality. Avoid losing all the words you have added to your User Dictionary by copying it to a backup drive.
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