Although the adoption of Vista has been slow for businesses in general, I think it has met particularly stiff resistance in the legal community. Still, Vista is becoming more prevalent in every market and knowing how to use it efficiently can make everyone’s workload a lot less frustrating to confront. To that end I thought it might be helpful to take a look at the keystroke shortcuts that come with Vista. Although using a few keyboard shortcuts won’t ease the transition to Vista completely, every little bit helps.
I have run into this question regarding Time Matters calendars and grouped events on many an occasion. This might clear up some questions for those not familiar with this feature:
1) There are two different kinds of groups. There are user groups and there are staff groups. You should be able to put a staff group in the staff field of an event record and have it assign the event into the individual staff calendars as long as those staff members are a member of that group. This type of group is created by going to the File Menu and choosing Database, Groups. When you create an event with the group, there are 2 things you need to make sure of. A) The group staff must be the first staff in the staff field and B) when you select the group, make sure the check box “Keep Together as a Group” is NOT checked. This is only true for the “Group” type staff. The other thing to remember is that when you want to see a grouped event on your calendar with everyone’s individual records, you need to right click and choose “Show Members – Expanded”.
2) The other type of group, the user group, is set up for using instant messenger or email and is based on the user login. This type of group is set up under File, Setup, User and Security, User Groups.
3) When you want to delete a grouped record, keep the following in mind. If you try to delete the record and get a message asking if you also want to delete linked records, that is because that event was set up by a user as a grouped event and you are not on the “master” record to delete it. If you go to the event list in Time Matters, there is a symbol that looks like a little sun to the right of the day field (i.e. Friday*). The little sun symbol indicates that it is a master record. If you delete that record, it will ask you if you want to delete all linked records. If you say yes, it will delete everyone’s event associated with it. If you are not on the master record, it will ask you if you want to delete the record and unlink from the master. If you say yes, it will leave the rest of the grouped records alone and only delete the specific record you are on.
Here are other event symbol explanations:
|!||Events have a time conflict.|
|¤||Event or ToDo is part of a Group of records and is the Master (or Parent) Record.|
|.||Event or ToDo is part of a Group of records and is a Grouped (or Child) Record.|
|§||Record is part of a Schedule Chain.|
|@||Record has an Alarm set.|
|$||Event or ToDo has been Billed. This symbol appears in the Status column. To use this symbol, on the main menu bar click File > Setup > General > Program Level > Lists and select the Show $ in Status Field check box.|
|~||“Specified” Related Record.|
Okay, okay, so this isn’t directly related to legal technology, but it is interesting. Tech Republic is a great source for all things “tech” and it’s no surprise that’s exactly where I found the article. Take a look at it…just for fun if nothing else.