Time Matters 10.0 - New User Guide
Associating Email with Contacts and
As you open email in your Inbox, the application
tries to match the sender’s address with email
addresses in Contact and Matter records in the
database. When a match is found, that Contact or
Matter is inserted automatically in the Regarding
field of the Email form. If there are multiple
matches, you are prompted to select the best
matching record from a list.
If no match is found, you can create a new Contact
record for the sender by pressing the hot key
CTRL+SHIFT+C while the Email form is open. A
Contact form opens with the email address
Some emails require you to act on the information
they contain. You can create a new Event or ToDo
from an open email by pressing CTRL+SHIFT+V for
an Event, or CTRL +SHIFT+T for a ToDo. The
email’s subject is filled into the Description field of
the new record form, and the email’s body is filled
into the Memo area of the record form.
Email List and Form
The Email list displays records of incoming and
outgoing email. Three types of email are displayed
– Time Matters, MAPI, and Internet.
To open the Email list, go to Mail > Email List > All
Email, or press the hot key F11.
To open a new Email record, click Add on the
Email list, or click New on the Personal Inbox, or
press the hot key CTRL+SHIFT+E.
Regarding Fields—Links the Email record to the
selected Client and/or Matter record.
From Field—specifies the account from which the
Email is sent (if there are multiple Email accounts).
To Field—The Email recipient. Click the Lookup
button to choose recipients from lists of Users,
Contacts, and Distribution Lists. Select a recipient
and click the appropriate button to add it to the To
list, the Carbon Copy list, or the Blind Copy list.
Managing Email Attachments
Open an email, or create a new one, and click the
Attachments button on the lower toolbar to view a
list of attachments and buttons to add, open or
If you have a Document record for a file you want
to send as an email attachment, you can right-click
the record in the Documents list and select Email
Document. An Email form opens with Regarding
information (if any) already completed and the
Document record attached. To attach multiple
Documents at one time, tag them and go to
Process > Send Email.
Click the Remove button to remove attachments
from Email records when the attachments are no
longer required. This greatly reduces the storage
space required for the Inbox. You can search for
attachments in a certain size or date range by going
to File > Utilities > Manage Email Attachments.
Tag, Process, Send Email
You can tag multiple Contact or Matter records and
designate them as the recipients of email you want
to send using the Process menu.
To Send Email from Contact or Matter Lists
1. On the Contact or Matter list, tag all the records
whose primary email addresses you want to use
2. Go to Process > Send Email.
3. Select Individual Emails to send a separate email
to each recipient, or select One Email to send a
single email with all the recipients in the To
field. Click OK. A new Email form opens.
4. Compose the message and click Send to send it.