Time Matters 9.0 End-User Training
This 4 hour course is designed to give new users the essential skills they need to maximize their efficiency, and to serve as a refresher course for existing users. Each attendee will receive a Time Matters End-User Training Manual. Snacks and refreshments are included.
| Date: |
December 1, 2009 |
| Time: |
1:00pm - 5:00pm |
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| CLE: |
No CLE |
| Location: |
Accellis Technology Group – Training Center |
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5350 Transportation Blvd. Suite 1 |
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Cleveland, OH 44125 |
| Instructor: |
Jennifer M. Ramovs, Esq. - LexisNexis® Certified Independent Consultant |
| Cost: |
$225 per person |
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$200 for Members of the Cleveland Metropolitan Bar Association |
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$200 if 2 or more persons attend from your firm |
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Course Agenda |
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Introduction |
- How Time Matters Works
- Understanding Lists, Forms, Records and PowerViews
- Navigating Throughout the Program
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Contacts |
- The Contact List
- Creating, Editing and Deleting Contacts
- Duplicate Checks
- Conflict Checks
- Viewing Information on a Contact Record
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Matters / Cases |
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Calendar |
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To-Do List |
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Messages/Phone |
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Billing |
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Documents |
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Document Form
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Document List
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Adding a Document
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Saving to Time Matters |
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Tools |
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Journal
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Tagging Records
- Send to Excel
- User Level Quick Tabs
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