Related Records on Contact and Matter Forms
/How to Show Notes, ToDo's, Docs, etc. on Contact and Matter Forms
The Contact Form and Matter Form in Time Matters have tabs for various Related Records, including Notes, ToDo's, Docs, Emails, Phone, and Billing records.
A common complaint is that records from a Client's multiple Matters are all appearing on the tab of a Matter. Typically, you just want to see the current Matter's records on its tabs.
You can control which related records appear on these tabs. We recommend the following:
- On the Contact Form, show all records related by Contact (Client)
- On the Matter Form, show all records related by Matter
Note, ToDo and other records have a Client field and a Matter field that determine the Contact and/or Matter that they are related to.
Time Matters has two settings that determine which related records appear on the tabs of the Contact Forma and Matter Form.
Tab Settings on Contact Form and Matter Form
Choose the Program Level option to apply the same Related Records setting across all the tabs on a Form.
Go to: Main Menu | File | Setup | General | Program Level
Next, open any Contact Record.
- Click on any one of the tabs for Notes, Todo's, Documents, etc.
- Click on the Properties icon
- Click on the List tab in the Properties window
- Choose the option: Both
On the Contact Form, these choices will show all the records related by Contact (Client).
Finally, open any Matter Record.
- Click on any one of the tabs for Notes, Todo's, Documents, etc.
- Click on the Properties icon
- Click on the List tab in the Properties window
- Choose the middle option: Matter
On the Matter Form, these choices will show only the records related to this Matter.
