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 Time Matters services...

"While Kevin's expertise with Windows, networking and Time Matters is extraordinary, what makes him best is his ability to work with the client, understand the client's problems and help the client find meaningful and realistic solutions within the client's budget."

John Newman
Newman & Simpson, LLP
Hackensack, NJ

 
 
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
 

Creating the Calculated Field 

If you are confused at this point, fear not.  For now, we will move on to create the calculated field, and we will get back to the implementation of the mapped approach later. Pick your soon-to-be MaxEmail field, and edit the field properties as below.  Read on before attempting to modify the formula.Maxemail Field Properties

As you can see, this is simply a calculated field with the field name MaxEmailCalc.  Make sure the 'Result Format' is set as 'Text' and click the 'Edit Formula' button.  Populate all four of the formula fields as follows:


Field: Ref NameMaxemail Edit Formula
  Appended w/space
Text: <1
  Appended
Text: '&DEFORMAT(CON:PHONE2)&'
  Appended
Text: @maxemailsend.com

How does this all work?  The first field, Ref Name will be the value of that field, such as:

Mr. John Jones

Then the text <1 is appended with a space so we have:

Mr. John Jones <1

Then the DEFORMAT command appends the contents of CON:PHONE2, but first strips the fax field of all formatting, such as parentheses and dashes so that we now have:

Mr. John Jones <19995551212

It is important not to leave out the single quotes or ampersands in the line containing the DEFORMAT command.  You may substitute CON:PHONE2 with the fax field of your choice from the contact form.

Finally we append the domain name text @maxemailsend.com> to complete the calculated field with a result of:

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

If you are using a calculated field that is not a 'phantom', then your job is done.  To send a fax, you will need to open a new email, and copy/paste the content of the calculated field into the 'to' field of the email message.  But what if you want to have that convenient email button to pop open a new email record with the 'To' field properly completed?  You have a few options.



 
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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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