Updated Time Matters/Billing Matters Utilities

Abacus Consulting has updated the Org Helper and Description Edit utilities for Time Matters/Billing Matters.  Both utilities are now available for Time Matters/Billing Matters 9.


Org Helper automates the process of copying organization names to the last name field for effective quick-picks. Description Edit allows full screen billing record editing of the description field.

 

Please visit our Utilities & Extras area for more information. 

 

What they say about our consulting services...

"Prior to our contacting your company, we had the unpleasant experience of securing the services of so-called 'professionals' only to find out that we were left with more problems than we started with....In every instance, without exception, Abacus Consulting provided the proper solutions for each of these problems and minimized down time, which is a significant factor in our operation."

Peter Vanderhave Air Art Aviation

 
 
Creating a MaxEmail, eFax or Send2Fax Calculated Recipient Field in Time Matters PDF Print E-mail
Written by Kevin Bross   
Wednesday, 20 September 2006
Article Index
Creating a MaxEmail, eFax or Send2Fax Calculated Recipient Field in Time Matters
Getting Started
Phantom Fields
Creating the Field
Usage Options

Are you a Internet Fax user? This tip shows you how to create a fax-service formatted field that looks like "Mr. John Jones < This e-mail address is being protected from spam bots, you need JavaScript enabled to view it >" from a standard Time Matters fax field using calculated fields in Time Matters® in conjunction with an undocumented Time Matters function.  This tip will work with maxemail, eFax, send2fax and many other email based fax services.

Important:  This Tip requires the use of an undocumented and unsupported Time Matters function. Please be sure to backup your data prior to implementing this tip on your own system.  This modification is undertaken at your own risk, and we will take no responsibility for any problems that may occur as a result of following the instructions contained herein.  Implementing this tip requires a basic understanding of form styles and field customizations.  Please do not attempt to follow these instructions unless you are comfortable with customizing Time Matters fields.

Why create a Fax Recipient Field?

Most Time Matters users have a one or more fax fields on their Contact and Matters forms.  When using a fax to email service such as MaxEmail or eFax, it would be easy to create a calculated field were it not for the specific formatting that those services require.

For this example in this article, we will use the MaxEmail service.  MaxEmail requires an email address formatted as follows:

Mr. John Jones < This e-mail address is being protected from spam bots, you need JavaScript enabled to view it >

In the example above, the Fax Recipient (To:) on the cover page is 'Mr. John Jones' and the fax number is 999-555-1212.  A typical Time Matters fax field is formatted as 999-555-1212 or (999) 555-1212.  This creates a problem with email to fax gateways, which generally require the fax number to be formatted without any special characters such as parentheses or dashes.



 
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Time Matters and Billing Matters Add-ins and Utilities

Description Edit© for Billing Matters

Time Matters 7.0Open Beta! When editing a Billing Matters™ billing record, are you frustrated that you can only see a few lines of the billing description? The Description Edit utility allows full page editing of the billing description to allow more effective editing and review.

Read more...
Org Helper© for Time Matters and Billing Matters

Time Matters 7.0

Open Beta! When adding a Time Matters® or Billing Matters™ contact that is an organization, do you copy the organization name manually to the last name field to speed up searching in lists? Org Helper© automates this process, and also provides hotkey access to the Org button on the Time Matters contact form.

Read more...

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