Time Matters Version 10 Service Pack 3 Release Notes

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Time Matters Version 10 Service Pack 3 Release NotesThis document describes new and enhanced features in this release of LexisNexis Time Matters, andprovides a list of issues that are fixed in this release and a list of known outstanding issues.ContentsBefore You InstallNew and Enhanced FeaturesService Pack 3Service Pack 2Service Pack 1Time Matters 10Fixed IssuesService Pack 3Service Pack 2Service Pack 1Time Matters 10Known IssuesBefore You InstallBe sure to do the following before you install Time Matters 10 Service Pack 3:Make sure that a complete backup has been performed on your Time Matters database.Close all open applications on your computer.New and Enhanced FeaturesService Pack 3The following features and enhancements are new in Service Pack 3.Support for Worldox GX2Support for Timeslips 2010Support for Microsoft Office 2010Support for Paperport 12Support for HotDocs Player 2010 for LexisNexis Total Practice Advantage Service Pack 2The following features and enhancements were added in Service Pack 2.Support for Tabs3 version 15Support for BES 5.01

Service Pack 1The following features and enhancements were added in Service Pack 1.Support for Internet Explorer 8Updated dtSearch module for Windows 7Updated Amyuni print driver for Windows 7Time Matters 10The following features and enhancements were added in the original release of Time Matters 10.Time Matters Desktop ExtensionsSQL database used for all Time Matters installationsData backups that can be run from the command line or automated using Windows schedulerComprehensive Power View showing all information about a case in one placeEnhancement to “batch create” feature of TM ConnectEnhanced merge feature to simplify organization and add support for sub-foldersEnhanced data compression, now using Chilkat instead of DynazipFixed IssuesService Pack 3The following issues are fixed in Service Pack 3:Functional p /RestoreBasic BillingBill LayoutsBillingArrangementsDescriptionAfter closing the Print Invoice screen for an open Invoice, the Invoice form is grayedout.AutoNaming allows you to save a Document with a period “.” in the file name as theinitial character.AutoEntry forms for LexisNexis records allow you to create a web page history thatcannot be saved as part of the AutoEntry form.Performing a backup on a machine running the data indexer produces an error.The Billing Preferences button does not appear on the Contact form when billing byboth Contacts and MattersRegarding line on Invoice forms should populate the Contact when a related Matterref is enteredWhen you preview bills for multiple billing items with the same date, the billing itemsare not ordered by the time entered.If you add a billing item to an Invoice, the client number is not displayed or saved tothe billing record.When you tag multiple matters and add billing records via the Process menu, theresulting billing records are missing rate and billing info.If a Contact has duplicate Matters with different matter numbers, only one of themappears on “This Contact’s Matters” list.Create a billing item for a Matter and then create an invoice for that billing item; then2Issue #311447331115933067918313133431088623179155

Functional AreaBlackBerry tAutomation/Creation/MgmtEmailExchange SyncExternal Links(Other)File LocationsForm TabsFormsHotDocsInvoice FormLexisListsDescriptionsave and close the Invoice form and open the Billing Item; client number is missing.The TMDV utility reassigns billing items to voided invoices.The Set Field Matching keyboard shortcut (ALT F) on the Record Options screen doesnot work.The Set Time Interval option on the View menu doesn’t toggle between choices, butholds all the selected choices.Issue #3064189When editing an existing Contact, if you select an inactive Classification Code, youcannot save and close the Contact.If you create a Contact using an AutoEntry form that completes a field, and have atrigger defined to add an Event when that field is added or changed, the programtakes a long time to save the Event created by the trigger.Desktop Extensions doesn’t open a Contact from the Search list on Windows 7 64-bit.3162368The DocsOpen lookup field on Area 5 of Contact and Matter forms is not working.2604670When you open a Document form using TM Save/PA Save and then minimize theDocument form, if the timer is running on the Document form, you cannot restore andedit the form window.When creating a new Document record using TM Save, if there is an invalid characterin the file path, an error message is shown.If you delete a Document record while its associated document file is open, theDocument record list is not refreshed to reflect the record’s deletion.Some buttons are not visible on the Select a Worldox Client Code screen.Deadlines on Demand import causes dates to be off by one day.Set Show HTML on Email Form to “Always”; HTML email signature still doesn’t display.Hyperlink email rules are not working.When a message is opened from the Inbox, focus is on the message box, which causethe TAB key not to work.A .wav file selected as the sound to play when new mail arrives does not appear in thefield after closing the lookup window, making it appear that the feature doesn’t work.Using POP3 email occasionally produces an ODBC error.Some recurring events are not brought over with the synchronization.Attempting to open a Worldox record from the Documents sublist produces an error:Non-numeric in NEAR-BY (“//”)File locations Default button sets Main Files Directory from UNC path to drive letter.When adding a new User-Defined Record form tab, the Form Tab Type drop-downshows a truncated entry for UDRsWhen you select an AutoEntry form on a Web record, the web browser covers thelower toolbar.Zip codes that start with 0 are truncated when sent to HotDocsThe Staff field on an invoice record is not populated after adding billing items, saving,and reopening the invoiceWhen creating a chain or merge template from a Lexis record, the web page historyshould be grayed out, as it does not become part of the template.If a Contact has duplicate Matters with different matter numbers but the same MatterReference name, only one of the Matters appears in the This Contact’s Matters 0843730675013069181299694130626802899997

Functional AreaLookup ListsMergeOtherOutlinesPCLaw LinkPracticeAdvantageProcess MenusProgram LevelSettingsRecord CountRelationsReport/Bill/Check orts (BillingDescriptionIf a Matter Reference field is set to only allow users to complete the field by selectingfrom preset choices, after completing the field you cannot save and close the Matter.The Relationship lookup button is not working on the Add Related Record feature.Contact lookup is not working when you filter the Contact lookup list by code and clickthe Change button.When .dat file for a merge is stored in a local directory, the merge generates an error.Lines missing when printing a Matter List Notes Powerview from a multiple page Note.Dragging a document to the Time Matters icon in PaperPort doesn’t bring up the DayFile in Time Matters.Billing-related Memo fields have untruncated space, impacting performance.Right-click on Outline element does not provide the option to associate the elementwith an existing record.Time Matters sometimes crashes when using Send to Billing with PCLaw sync.Broken links on Search Cases screen – CA LitigationLink to Getting Started document points to version 9.0 document and freezes InternetExplorerDate field does not work properly when using the Process Change Records feature.For User Defined Records of the Name type, the option to Save Timer Start/StopTimes in Audit Log should not be present in Form settings in PLS.Incorrect record count displayed for Invoices, Accounts Payable, and Transaction lists.Related records are not showing up under the correct Matter when Matter names arethe same.Default date range causes Standard Reports not to filter GL Accounts correctly.Attempting to save a billing report to XLS does not save the report.Some report elements are not aligned correctly in the formatting of Conflict ofInterest reports.Standard reports sometimes does not display the selected report.When designing a report for the Transaction list, there are no options for Data Fieldsand Field Label.If a billing address does not populate from a pre-existing Contact or Matter, and youmanually enter an address, the address will not appear on the report.The Advanced Save option to Save as Basic RTF does not remove graphics and lines asit should for Basic RTF.If the Send via Email column is displayed on the Matter list, the text search on allMatter records will fail. The same thing occurs when Billing Preference columns aredisplayed on the Matter list.Tabbing out of empty Search box on record list clears search results previously shown.On the Advanced screen of Global Search, entering search terms on separate linesdoes not return matching Matter References among the search results.A saved Advanced Search does not save date selections relative to today.Adding a Note from the Note Powerview of a restricted Contact shows the Contact’sRegarding information in the Note form.If you right-click on a restricted Contact and select Open Contact Journal, the Journalshows the Contact’s name.If the date is January, selecting a Date Range of Through Last Month on a GeneralLedger Report shows an incorrect date range.4Issue 04255530754023096054

Functional meChartTimeslipsTM ConnectTM SaveTriggerUser DefinedRecordsUser LevelSettingsVendorsWizardTemplateDescriptionIssue #When creating a new Document record related to a Contact, the document mergeproduces duplicate pages.HTML emails sent to a remote database do not show the HTML version on the remotecomputer.When synchronizing one Staff’s records with Outlook, records with multiple staff arenot sync’ed unless the first Staff listed is the one whose records are being sync’ed.Users cannot match custom categories when synchronizing with Outlook 2007.When repeated connected synchronizations are run, sometimes Time Mattersattempts to sync records on the remote to the host multiple times.After upgrading from Tabs3 v11 to v12, Time Matters still detects Tabs3 v11.When adding billing record for a Matter imported from Tabs3, Time Matterssometimes crashes.Record Count displays 0 for the Timeline list.A record added to the Timeline list does not appear until the Timeline list is closed andreopened.Need to disable the Record Count option when the Timeline list is filtered.On the Timeline list, the Add New drop-down list should not include Contacts orMatters, and should include User-Defined Records.For Timeslips field matching, only the first three user fields are listed in areas 4 and 5of the record form.Staff field on Contact and Matter records is not updated during Timeslips sync.When a Time Matters Classification Code is selected that is not matched to a TimeslipsCase Type, after synchronization the Timeslips record shows a default Case Typeunmatched to the Time Matters code.Add option to match Contact and Matter codes for Timeslips and Time Matters.When synchronizing Contacts and Matters from Timeslips to Time Matters, therecords are not being properly marked as billable.When a text field in Time Matters is matched to a date field in Timeslips,synchronization produces a runtime error.In Outlook 2007, with Attachment Handling option “Document records related to theemail” selected, trying to TM Connect an archived file produces an error message.In Excel 2003, clicking TM Save causes a Debug window to appear.In a fresh installation with only one trigger added, double-clicking the trigger does notopen it.When mapping fields on the custom import form, you cannot type a space in theDescription field because the spacebar causes the Select Field window list to open.Reminders for UDRs only appear for the primary Staff if multiple Staff are assigned tothe record.The HotDocs link states support for a version of HotDocs that is no longer supported.On the Accounts Payable form, when typing the partial name of a Vendor, pressing F2causes the next Vendor in the list to be highlighted instead of the one you typed.While the wizard template is set ON for Contact and OFF for Matter, the formtemplate is loaded while creating Automatic relation of Contact from Matter. Andwhile the wizard template is set ON for Matters and OFF for Contact, the formtemplate is loaded while creating Automatic relation of Matters from 430963293096329309603031422683087992

Service Pack 2The following issues were fixed in Service Pack 2:Functional AreaAccount RegisterAccounts PayableFormAlarmsArchivingAuditingAutoEntry FormsBillFlow ManagerBillingArrangementsBilling Item ListBilling MattersBlackBerry SyncCalendar/Scheduler/ DocketingChain Templates/Scheduling ChainsData IndexerDesktopExtensionsDMS Links (TMSave/Open/etc)DescriptionDeleting transaction other than top one from the register causes focus to shift to thetop transaction and delete.Vendor selected using the keyboard does not hold selection.Issue #2642550Event alarm left open for 5 mins and then canceled causes new alarm to display.When archiving multiple ToDo’s with master record, only master record is archived.Clicking “View Matter” on the Archive Related Records wizard displays blank form.Archiving repeating Event records produces warning that Events are part of a chain.Audit Options are saved even when you click Cancel.AutoEntry Forms open even after record creation is canceled.Browsing Google search pages in the LexisNexis record form causes crash.“Existing data will be cleared” message when adding form if tab out of form Area 5.Event AutoEntry form populated from a Matter pulls in only the last date entered.Highlighted Matter cannot be added to BillFlow Manager; Matter must be taggedOpening the BillFlow Manager with an existing collection, deleting it and thencreating/opening a collection causes toolbar buttons to be disabledReverse entries for General Ledger items applied to wrong date.2708968274724827085582450288Error: “Bank Deposit must have at least one payment” when printing.Fees and expenses in arrangements tab not showing correct amount.Memo field does not retain edits in Transaction forms.Billing statements are not focusing within the date range specified.When entering deposit, money deposited into incorrect account.When adding Billing Item via CTRL N (Save & New), rate sometimes isn’t filled inwhen you select a Staff.Allocation changed if you have tax calculating on a bill, have not posted to GL, andopen the payment, then save; if you save and close twice, tax is added twice.Write up/Write down Standard Report showing incorrect figures.Add support for BES Server versions later than 4.0.Update BlackBerry Sync applications version number to 10.Repeating Event forms are blank when clicked in the 0Calendar entries not printing completely.User can see private Events marked as private on Calendar, except in parallel mode.Date Calculator not skipping custom holidays.Events disappear after selecting large number of Staff.ToDo created in chain not completing correct 82098826453692976210268500726089672655332Renaming a file in index directory generates error that does not describe problem.Need clearer documen

unmatched to the Time Matters code. Add option to match Contact and Matter codes for Timeslips and Time Matters. 3096329 When synchronizing Contacts and Matters from Timeslips to Time Matters, the records are not being properly marked as billable. When a text field in Time Matters

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