Time Matters® Classes

Be proficient sooner, save time and money by attending the renown training by a Time Matters Certified Consultant. Call us at 401-658-0772 or email us at for more details and registration information. All classes are "hands-on" and taught by Time Matters Certified Consultants.

Upgraders Academy:

Learn how to take advantage of all the new features of the latest version of Time Matters.

Basic — Setup:

  • General Navigation
  • Contacts
  • Cases / Projects / Engagements
  • To-Do's
  • Calendars
  • Email
  • Shortcuts
  • Training Mode & Help
  • Lists
  • Forms
  • Record Types
  • Classification Codes
  • Staff
  • Users & Groups
  • Utilities & Troubleshooting
  • TM Calendaring
  • Program Setup.
 

Intermediate:

  • Custom fields
  • Linking, templates
  • Text search
  • Importing and exporting
  • Working with events and todo's
  • Reminders
  • Repeating Records
  • Time Matters E-Mail
  • TM Messenger
  • Alerts
  • Reminders & Watches
  • 60+ Intermediate TM Tips & Tricks
  • Calendar Setup
  • Form Styles
  • Quick Tabs and Data Filtering
  • Project Management
  • Triggers
  • Introduction to reports and security

Advanced:

  • Searching & Quick Tabs
  • Search
  • Tag & Process
  • TM Document Management
  • TM Document Automation
  • Customizing Fields & Forms
  • The Personal Journal
  • Document Management & Document Assembly
  • Work Flow Automation
  • Chain Templates
  • TM Delegation System
  • Database linking with Timeslips and Quickbooks
  • Autoentry
  • Chain templates
  • Formatable clipboard
  • Merge templates.
   

 

Training Express:

Remote training session - stay in your office and connect to ours! Use Training Express to supplement your knowledge base or trouble-shoot issues. Learn what you need to be proficient. Topics are of your choosing to suit your business needs; time amount and costs are based on hourly billing arrangement due to the variable nature of the training. This is custom training to accommodate your particular company! Hi-speed internet connection (cable, DSL or T-1 line) required. Scheduled in 1, 2 or 3 hour slots convenient to you.

Pre-register Online

 

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