Webinars:
Skill Building Training for Time Matters® Users
Advanced Searching and Quick Tabs
- Ever wonder why your searches don’t yield the results you expected?
- Do you do the same searches over and over again?
- Are you often asked to create lists for the attorneys so they can track cases or perform some sort of marketing function?
Do you need to quickly see your information and not just a firm-wide list of records? In this session, we’ll show you how to perform advanced searches and turn them into dynamically updated filters and quick tabs. You will also learn about some of our favorite time saving quick tabs for instant access to critical information.
User Level Display Settings
Do users come to you asking “why do I see too much data here?”, or “why don’t I see enough data here?”
Is everyone in the firm using TM in the same way despite having different roles to play?
Have you taught all users how to customize TM to work the way they want in order to make them more efficient and productive?
Did you know that Time Matters allows individual users in the same firm to work in different ways? In this session, we show you how to customize toolbars, calendar displays and lists to make them useful for everyone in your office – regardless of their job description. There are several hundred user level settings that are often overlooked, used incorrectly, or are simply unknown to most Time Matters users.
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