Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45...
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![Page 1: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/1.jpg)
Feature Friday WebinarTime Matters Triggers & Auto Entry Forms
Nancy Griffing 35 45 Consulting-Global ★
6/15/201
![Page 2: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/2.jpg)
2Business of Law Software Solutions – Practice Management
Proud Members of the 35-45 Consulting Group, LLCServing our National and International Clients
Phone: 888-866-3545www.3545consulting.com
![Page 3: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/3.jpg)
3Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Trigger Definition: When using triggers in Time Matters you can automate reactions. For every trigger defined action there is a automated reaction.
Auto Entry: Like a macro, an auto entry form can fill in information on a form style automatically. If linked to a form code, it can pre-fill an entire form or certain fields.
![Page 4: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/4.jpg)
4Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Business purpose example: Whenever a matter changes status, the firm wants to have a note record created to document the change in status. This way a report can be generated including all status changes. The firm does not want to rely on the user to update the a separate record documenting the change needs to be created. Although the audit trail is extremely useful, the firm wants a report that can be generated for each status change on matters.
![Page 5: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/5.jpg)
5Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Objective 1: Create a Time Matters trigger that will automatically create a noteObjective 2: Create a Time Matters AutoEntry form that will automatically fill in the critical fields on the note.
Goal: Produce a dynamic report that will show all status changes made on any matter – in real time.
![Page 6: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/6.jpg)
6Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Matter Status Change Notification
![Page 7: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/7.jpg)
7Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Objective 1: Whenever a matter changes status, a trigger will fire so that a note record will be created automatically.
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8Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Access to Trigger Setup
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9Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Trigger Form
![Page 10: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/10.jpg)
10Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
![Page 11: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/11.jpg)
11Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
![Page 12: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/12.jpg)
12Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
![Page 13: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/13.jpg)
13Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
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14Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
List of Triggers
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15Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Objective 2: After the note record has been created, it should be filled in with specific information that might be edited by an individual user, but does not have to be typed by the user. That is when the Auto Entry Form takes over.
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16Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Matter Change Status Notification
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17Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Matter Change Status Notification
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18Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Matter Change Status Notification
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19Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Access to Auto Entry Form
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20Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
AutoEntry Note Form
![Page 21: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/21.jpg)
21Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
New AutoEntry Form
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22Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
New AutoEntry Form
![Page 23: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/23.jpg)
23Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
AutoEntry Note Form – Matter Changed Open
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24Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
AutoEntry Note Form – Matter Changed Closed
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25Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
AutoEntry Note Form – Matter Changed Inactive
![Page 26: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/26.jpg)
26Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
List of AutoEntry Forms
![Page 27: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/27.jpg)
27Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Connect the Auto Entry form to the Trigger:
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28Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Goal: Enable the firm to review all status changes from a single list or to report on status changes across matters quickly and dynamically.
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29Business of Law Software Solutions – Practice Management
Time Matters Triggers & Auto Entry Forms
Note Status List
![Page 30: Feature Friday Webinar Time Matters Triggers & Auto Entry Forms Nancy Griffing 35 45 Consulting-Global 6/15/201.](https://reader036.fdocuments.us/reader036/viewer/2022062312/5516b1a8550346a25b8b5ac7/html5/thumbnails/30.jpg)
30Business of Law Software Solutions – Practice Management
Proud Members of the 35-45 Consulting Group, LLCServing our National and International Clients
Phone: 888-866-3545www.3545consulting.com