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CASEWARE® TODAY - Support - CaseWare International Inc.

1. Start date The start date for the project Yes Status The current status of the project No Due date The projected due date for the project Yes Completion date The completion date for the project Yes Priority Select a priority for this project No Activities tab Today Outlook 2003 Click the Show drop down list to view files knowledge articles meeting discussion items performance metrics scheduled events tasks or training materials associated with this staff Outlook 2010 Click the Show drop down list to view Contacts Emails Journals Notes Upcoming Tasks Appointments New items for this staff must be set up in the similarly named Today folder Files Knowledge Meeting Performance Metrics Schedule Tasks or Training Getting Started 33 Connecting Projects to Staff or Client Contacts in Today In Today to assign a project to a staff member or contact or to see the staff or contacts assigned to a project use the Project tab Click the Projects folder Double click the project record to open If it is not already active click the Project tab Click the Contact or the Staff no button as appropriate When the Select dialog opens do the following a Click the field list and select either number or name b In the value field enter the term to search c Inthe Condition list select the best description for the entry in the value field Begins with Contains Is Exac
2. 7 Open the client contact or staff record to which the task is assigned and click the Activities tab 8 Click the Show list and select the folder group that you changed or added above You should be able to see the task assigned N The differences between Team Tasks and the My Tasks list Team Tasks and your personal task list are separate from each other Tasks that appear in one will not appear in the other However you can copy a task from Team Tasks to your personal task list To copy a task to your personal task list From within the task Double click the task to open it On the File menu click Copy to Folder In the Folders list locate and select your personal Tasks folder Click OK and then close the Task dialog GON From the list view Either e Select the task and click Edit gt Copy to Folder OR e Hold down the Control key and then drag and drop the task to your personal Tasks folder Training Folder The Training folder lets you post training documents for the team information about upcoming courses or read training information posted by others On the Training home page you will see the summary listing of all the training materials and information posted 38 e Getting Started Today In addition to the standard folder views the following view is available in the Training folder e Training grouped by Group together all training documents that are assigned to the same area client projec
3. The Contacts Companies folder displays contact information for companies related to your firm On the Contacts or Contact Companies home page you will see the summary listing of all the contacts or contact companies in the database In addition to the standard folder views the following views are available in the Contacts and Contacts Companies folder Phone List to list client contacts or contact companies along with their phone numbers and other basic information Address cards view basic information about client contacts or contact companies in an address card format Detailed address cards view detailed information about client contacts or contact companies in an address card format Contacts grouped by client Group together those who are contacts or contact companies of the same client Contacts grouped by type Group together client contacts or contact companies that belong to the same type such as insurance INS legal LAW financial FIN Contacts grouped by follow up flag group together client contacts or contact companies that are flagged for follow up Note When modifying fields that uniquely identify contacts or contact companies a message appears to determine if you are updating the existing record for the contact type or creating a new one Select Yes to create a new contact or contact company or select No to modify the existing contact record e If modifying the Last name field of contacts then the message
4. Search The Search tab provides full text searching through the Help system for a particular word or phrase Type in the first few letters of the term until it appears in the listing Favorites Use favorites to set links to topics you consult a lot HTML help only Printed user guide If you prefer to have a printed version of the Today User Manual we have included it in PDF file format You will need to use the latest version of Adobe Reader and the latest drivers for your printer to read and print this file Adobe Reader is a free download and is available from Adobe s website at www adobe com To open and print the manual click the Windows Start menu and select the folder where you installed the program Within the folder is a subfolder for the Today documentation It contains the user guide which is called Today 2013 User Guide In addition this Getting Started Guide is also listed allowing you to print extra copies as needed Resources on the website The website is rich with additional information to help you use Today as effectively and efficiently as possible Getting Technical Support Please refer to the Time Getting Started Guide for information on getting technical support for Today 42 Getting help Today Today A activities tab 39 tab 25 27 29 34 38 viewing in client contact and staff folders 39 activities and tasks 39 adding item in Today 19 adding an external file to 31 adminis
5. When synchronizing from Today to Time the Options button is active allowing you to select options for timing the synchronization process Click the button to set these options Note e This is not available for the first synchronization as you are importing all records from one package to the other during this first synchronization 6 Click the Process button when you are ready to process the synchronization as set up The applicable selected data from the originating software is copied into the other package 7 When the process is complete close the dialog e e Start with small files first to see this process Large files can take quite a bit of time Tip Activating the synchronization from CaseWare Today 1 Open the Synchronization dialog by clicking the Today button 2 A Select dialog will appear Click the Browse button to locate and select the Time program folder After you click OK its name is entered in the field provided and will have the format C Program Files Time Today Getting Started 13 3 The Today dialog appears with the Today Synchronization tab selected Select the direction of synchronization From Time to Today OR From Today to Time Note e Usually your first synchronization is from Time to Today We recommend that subsequent synchronizations be carried out from Today to Time 4 Select the Time data file from or to which you are going to synchronize Click the browse button to navigate to the
6. you will open the Appointment dialog TimeAppointment dialog Enter data and settings needed to carry out Outlook functions such as scheduling and emailing 34 e Getting Started Today Appointment and Attendee Availability tabs The fields here are identical to the MS Outlook Appointment dialog More information about these tabs can be found in the MS Outlook help system Details tab Optional Select Time related information about the event Selections made here can be used to filter items on the home page or to enable advanced searching by Time fields View a different day week or month e If you are viewing appointments and events for a single day or week select the days you want to view the schedule to the right of the daily or weekly view If the days you want to view are not displayed on the schedule click the right or left arrow at the top of the monthly schedule to bring the appropriate month into view e lf you are viewing appointments and events for an entire month use the vertical scroll bar to the right of the schedule to bring into view the month you want to see e To return to viewing the current day week or month click Go to Today Add an appointment or event to the schedule Click New Schedule or New Meeting Request In the Subject box type the purpose or name of the meeting or event In the Start Time and End Time boxes enter the times when the meeting or event is to begin and end In the Location box
7. Name from the file as field onthe Yes General tab 36 Getting Started Today Type The only type available to be assigned to a staff member is Active Note that to set a staff member as inactive you must change the type in Time All other client types are available to be assigned from Outlook Yes Only records of active staff is synchronized Inactive staff can be synchronized from Time to Today only not from Today to Time Start date The day that the staff member joined the organization Inactive date The day that the staff member was made inactive You can make staff members inactive who do have outstanding time or expense entries as long as those entries in the current or a previous period In other words the entries must be in a period prior to the inactive date SIN SSN Social insurance security number of Yes the staff Position ID code for the staff member s Yes position Position codes can be set up in the Administration Options folder Details tab These tabs are Microsoft Outlook tabs Enter data and settings needed to Certificates tab carry out Outlook functions such as scheduling and emailing Activities tab Outlook 2003 Click the Show drop down list to view files knowledge Tasks Folder articles meeting discussion items performance metrics scheduled events tasks or training materials associated with this staff Outlook 2
8. This was created during the previous installation Removing it deletes all the forms created in the earlier version Even if you have not actively used the previous installation you should remove this folder 3 Close Outlook Delete the Frmcache dat file See below for instructions The previous version s forms layout are stored in this file and they may cause a conflict with the forms in the newly released version To find and delete the Frmcache dat Method 1 Use the Clear Cache Button If you are using Microsoft Outlook 2003 SR1 or higher and you have Outlook configured in the Corporate Workgroup CW mode you can use the Clear Cache button to reset the Outlook forms cache To verify the SR 1 SR 1a version of Outlook that you have installed and if it is configured in CW mode click the Outlook Help menu and then click About Microsoft Outlook 40 Getting Started Today Outlook 2003 Use the following steps to use the Clear Cache button On the Tools menu click Options and then click the Other tab Click Advanced Options In the Advanced Options box click Custom Forms In the Custom Forms box click Manage Forms In the Forms Manager box click Clear Cache ore anne Outlook 2010 Use the following steps to use the Clear Cache button Click Files tab and click on Options Click Advanced Scroll down to Developers options Click Custom Forms In the Custom Forms box click Manage Forms In the Forms Manage
9. and may be incorporated in new editions CWI may improve or change its products described in any publication at any time without notice CWI assumes no responsibility for and disclaims all liability for any errors or omissions in this publication or in other documents which are referred to within or linked to this publication Some jurisdictions do not allow the exclusion of implied warranties so the above exclusion may not apply to you Should you or any viewer of this publication respond with information feedback data questions comments suggestions or the like regarding the content of any CWI publication any such response shall be deemed not to be confidential and CWI shall be free to reproduce use disclose and distribute the response to others without limitation You agree that CWI shall be free to use any ideas concepts or techniques contained in your response for any purpose whatsoever including but not limited to developing manufacturing and marketing products incorporating such ideas concepts or techniques This publication is distributed internationally and may contain references to CWI products programs and services that have not been announced in your country These references do not imply that CWI intends to announce such products programs or services in your country Product names logos designs titles words or phrases within this publication may be trademarks service marks or trade names of CWI or other entities and
10. data file Note e Synchronization will not be successful if there are spaces in the Time data file name 5 Select the Outlook folder where you are keeping your information from Time Usually this is called Today and it is located either in your Public or Personal folders Click the browse button to find it and then click OK 6 When synchronizing from Today to Time the Options button is active allowing you to select options for timing the synchronization process Click the button to set these options Note e This is not available for the first synchronization as you are importing all records from one package to the other during this first synchronization 7 Click the Process button when you are ready to process the synchronization 8 The Log in window will appear to prompt you for your Time user ID and password Enter your ID and password and click OK The synchronization process will begin All the data from the originating software is copied into the other package 9 When the process is complete close the dialog Options available when synchronizing from Today to Time Each time that you carry out a synchronization all records in the Staff and Contacts folders are synchronized They are relatively small databases that take little time to update However the Clients database is full of many details including all the data in the sub folders of the Options folder Updating all of them will take a great deal of time particularly
11. following an invalid link or our network connection and or transient conditions on the internet Please contact the folder s administrator Causes The file name the file extension or the folder containing the web pages has been renamed OR The folder containing the web pages has been removed or has been moved since setup Solution Make sure you are accessing the correct location of the web pages To verify the path 1 From one of the affected forms open the properties by right clicking the form 2 Click the Home Page tab 3 Ensure the location of the web pages is correct The directory should be one that all users have access rights to usually on a shared file server 4 If this is not the case ask the user to check with his administrator to locate the proper directory and change the path accordingly 5 Repeat this process for all folders that are not working The Today Interface Today uses the Microsoft Digital Dashboard web interface in the Today folder Today Getting Started 19 Digital dashboards enable you to access the information that you need personal team corporate and external from a single easy to use interface With the digital dashboard you can access documents business applications websites email calendar and task lists with ease from the same screen You get an integrated view of your company s knowledge sources on your desktop enabling better decision making by providing immediate access t
12. items that meet all of the search criteria are found However if you use the same field to set multiple criteria items that meet one criterion within that field are found To change the default search for a folder Each folder type in Today has a default search category For example when the Clients folder is searched the default key it uses is by Name This can be changed 1 2 3 4 Click the Customize folder Locate the selection Default Find Now Choose the folder to change Click the Shows field and select the category for the default search The Short Cut Buttons Just above the navigation bar you ll see buttons that take you quickly to the Tasks Schedule or Administration folders the Customization page the support website from the Today home page only or the Today Help system 22 e Getting Started Today The Today Folders Using the buttons at the top of the page you can view any of the following folders e Home Page e Project Workspace e Performance Metrics e Our Clients e Our Contacts e Contact Companies e Staff Members e Meeting Room e File Room e Knowledge Center e Training Center Project Performance Our Our Staff Meeting File Knowledge Training Workspace Metrics Clients Contacts Members Room Room Center Center vaze Information in these folders is presented at the group level Each folder displays unique information and synchronizes with Time differently The Fil
13. ka k cak 42 Printed User a HEME D10 9H00 42 Resources on the website E keke keke kek ke ke kek 42 Getting Technical Support LEE Eker keke 42 T1 XX 1 yaka n ka wa wa kaka aa ka ay a ka ka ku Wa kra ka a l a ara kl wa Ku na Wl nee a ar Wl aa a ra kd ara dar rk a ara Ku kra ar ara 43 e3 Introduction Today is an optional add in for Microsoft Outlook Today is a series of Microsoft Outlook and Exchange forms HTML pages and objects integrating seamlessly with products so that you can keep information in just one place Using Today you can take advantage of the tools available in both Time and Microsoft Outlook A lot of needless duplication exists when you have to keep client contact information in several software packages such as accounting contact management and email to name a few Updating addresses or phone numbers in one means launching all the applications to update them using time and inviting mistakes It may take a few months to catch a mistake at which time you cannot remember which entry is the most current The idea is that you have everything linked into Today where you can plan schedule update contact information access reference information and jump to your Time files to work directly Using Today allows you to do your time and billing in Time and coordinate required tasks and meetings with Outlook using one set o
14. may be registered in certain jurisdictions Printed and bound in Canada Today Today Contents Before YOU Start s is kk lk ii GOING Stale 4 Intro A ku Bak WEKE a a D V ka ru a SR au s k Ka ea 4 Minimum requirements 4 1 4 Installing Today ERE KE Ke ERA REK ERE E S K EKA Ea BKR KEKE G 5 Starting and Exiting Today keke reke kek ek kk 5 Troubleshooting The Today button in Outlook ELL 6 Setting Up Today in 7 NG W E EEEE his ios ask ae ddarastiasises 7 Upgrading from a previous Version LLL Erkek kk kek kek keke K 7 Are you using Today in public or personal folders of Outlook 7 1 Setting up forms in Today eee 9 2 Copying contacts already in Outlook 11 3 Preparing the Time 12 4 Synchronization sse eS Risen Sige E N ee 12 Options available when synchronizing from Today to Time 14 Troubleshooting S
15. s folder Destination folder Again ensure that you select the top level folder 3 Click Convert Today sets the properties of the folders and subfolders and copy the data from the old to the new version 4 When the process is finished you ll be asked to delete the old version Answer No This leaves the old version data in Outlook for review When you are sure that the data has been converted properly you can delete the previous Today folder 5 Runa synchronization from Time to Today If any new fields have been added to records in Time they will be set up in Today and any data in them copied to Today 6 Click Close e e Do not try to copy the forms manually from the previous version to the new version of Today They will not function correctly and will overwrite the ones set up during the conversion process Warning e e f you decide to keep the old forms they cannot be synchronized to the latest release of Time Note Have you already installed a version of Today 2013 If an earlier version e g a beta version of Today 2013 is already installed on your computer you need to perform the following steps to prevent getting error messages when setting up forms in the newly released version 1 Before installing a newly released version remove the prior version e g beta version of Today 2013 using the Add Remove Programs function found in the Windows Control Panel 2 Delete the previous Today folder from Outlook
16. the Address field is pointing to the correct location for publishing webpages from Today This is the folder you selected during setup in the Web Page Destination field 2 Copying contacts already in Outlook OPTIONAL a Copying Your Contacts When there are existing client contacts in the Outlook contact folders they can be copied to the Outlook Client folder that was created while setting up forms Once copied these client contacts can be synchronized to Time Copying must be done using the Today dialog Copy Contacts tab Copying and pasting within the Outlook explorer does not copy the forms correctly To copy Outlook contacts to the Today Clients folder 1 2 3 4 5 From Today dialog click the Copy Contacts tab Click the browse button to select the Outlook contact folder you are copying from Click the browse button to select the Today Client folder to which you are copying contacts that is the Clients folder under Today Click Copy to start processing You will get a dialog telling you to make some modifications to the contacts just copied See step b below Close the Today dialog To copy Outlook contacts to the Today Contacts folder PN 5 From Today dialog click the Copy Contacts tab Click the browse button to select the Outlook contact folder you are copying from Selet the Contact folder under Today Click Copy to start processing You will get a dialog telling you to make some modifications
17. the Outlook defaults do not match what is needed with Time The procedure is the same whether you are setting up Today for the first time or upgrading from a previous version New user The following is an overview of the steps a new user completes to set up the Today file 1 Open Today 2013 2 Select the program folder where the Time 2013 program is installed 3 Click the Today Setup tab and complete the following a Enter a title for your Today 2013 folder b Inthe Today folder destination field enter the path to the folder This can be the same path as used in the previous version You can also browse to select the location of the folder or to set up a new folder If you create a new folder then Today is set up in a subfolder of that folder the Web Page Destination field enter the full path or browse to the directory where Today can store web pages By default the folder should be in your new Time 2013 program directory If you are using Today in public folders enter the file server path that is shared by all staff Refer to the topic Public Folder Setup gt File locations for more information d Click Setup 4 If applicable copy contacts already in Outlook to Today a Copy Contacts to the Clients folder or Contacts folder in Today b For each of these contacts enable synchronization Note If you copy an Outlook contact to a client form in Today you need to enter a client ID If you are synchronizing the data wit
18. the default selection the following steps must be taken Outlook 2003 1 From the Tools menu select Options 2 the Preferences tab click Contact options 3 In the Contact options dialog select Company from the listing for Default File As order Outlook 2010 1 From the File tab select Options 2 Select the Contacts option 3 Under Names and filing select Company from the Default File As order drop down The names of these fields can be selected and changed using the look up buttons No Yes To the fields in Address tab Address Mailing address Use the look up button to set the location of the address Click the check box below to set an address as the default Yes To the fields in Address tab Today Email Email address You can store up to three different email Yes To the field in addresses per client The book button at right lets you Address tab select from your Outlook address book as well Web page address Web page address of the company Yes To the field in Address tab Notes area Enter any additional information as needed No Contacts Click to select one or more people in your contacts list No who are associated with this client Categories Click to select one or more categories to which this client No belongs Getting Started 25 Time tab This tab displays the fields that are Time specific Detailed information about each field is ava
19. the dialog opens click the Rights tab The help topic for the Rights tab has links to explanations of all of the protection rights Today Getting Started 15 4 Ensure that you have completed all the instructions for Customizing Today Permissions for public folders In order to synchronize Today with Time a user must have full rights to all Today folders on the public server including subfolders Even if a user is synchronizing only client information he or she must have full permissions to the staff projects schedule and all other folders in Today Giving rights to a user to modify a root folder level may not automatically grant permissions to its subfolders Make sure that the user has full rights to each subfolder Updating Microsoft Outlook and permissions Following installation of any update to Microsoft Outlook check the public folder permissions During the upgrade of Outlook the update may override previously set permissions Avoiding obstacles when synchronizing e If you update records in either Time or Microsoft Outlook you must synchronize again to get the updates into the other software After you have done the initial synchronization to port your Time data and folders over to Outlook make it a habit to pick one of the packages where you do all updates and then synchronize regularly to the other e It is advised that only the supervisor should have rights to carry out a global synchronization on all the data Eac
20. 010 Click the Show drop down list to view Contacts Emails Journals Notes Upcoming Tasks Appointments New items for this staff must be set up in the similarly named Today folder Files Knowledge Meeting Performance Metrics Schedule Tasks or Training The Team Tasks folder lets you post to do items at the group level and read items posted by others This does not synchronize with personal tasks Enter data about work to be done on clients records such as budgeting time and inputting invoices The task may be assigned to a staff member and or linked to a contact as applicable Currently the Tasks folder does not synchronize with Time It is introduced for your use in MS Outlook to help you organize work needed on clients staff and contacts records On the Tasks home page you will see the summary listing of all the team tasks posted In addition to the standard folder views the following views are available in the Tasks folder e Tasks grouped by Group together all tasks that are assigned to the same area client project staff or type or category e Active tasks View only those tasks which are currently in progress e Completed tasks View only those tasks which are marked as complete e Overdue tasks View only those tasks which are currently overdue When you double click you will open the TimeTask dialog Today Getting Started 37 Task and Details tabs The fields here are identi
21. 6 31 20 31 32 32 32 metrics folder Today 32 Microsoft Outlook 4 13 38 modification dates in Outlook and Today 14 modifying items in Today 19 N navigation 20 Today 19 21 O options folder in Today 40 Outlook 8 preferences setting in Today 22 projects assign to staff members or client contacts 34 projects find staff members or client contacts assigned to 34 projects and sub projects folder Today 33 protection 12 public folders 8 quitting See exiting R records finding in Today 20 requirements Today 4 S schedule folder adding an event 35 introduction 35 requesting a meeting 36 views 35 search clear 21 security 12 setting copying contacts 11 setting up forms 4 8 forms in Today 9 Today 4 8 short cut buttons 21 shortcuts setting for Today 22 staff list folder Today 36 staff members or client contacts 44 e Index find those associated with a project 34 starting Today 5 synchronization 12 activating from Time 12 activating from today 13 specific files 15 T tasks filtering tasks shown in Today 22 tasks folder Today 38 39 Today 8 customizing 22 finding items 20 forms 9 home page 11 18 installation 5 public folder setup 8 rights 8 searching records in 21 set up 9 setting defaults 22 setting up 7 starting and exiting 5 training folder Today 39 troubleshooting information in the Microsoft knowledge base16 Today 17 web pages not found 18 V view customi
22. CASEWARE TODAY VERSION 2013 USER GUIDE Copyright and Trademark Notices Copyright 2013 CaseWare International Inc CWI All Rights Reserved Use duplication or disclosure by the United States Government is subject to the restrictions set forth in DFARS 252 227 7013 1 ii and FAR 52 227 19 Notice to U S Government End Users This publication and the related computer software was developed exclusively at private expense and for the purposes of U S acquisition regulations the related computer software is commercial computer software subject to limited utilization Restricted Rights This publication may only be copied and otherwise used as permitted in the applicable license agreement and subject to the express terms of such license use of this publication is subject to the following terms and conditions All copyright and other proprietary notices must be retained on every copy made CWI has not conferred by implication estoppel or otherwise any license or right under any patent trademark or copyright of CWI or of any third party This publication is provided as is without warranty or condition of any kind either expressed or implied including but not limited to the implied warranties of merchantability fitness for a particular purpose or non infringement This and related publications may include technical inaccuracies or typographical errors Changes are periodically made to CWI publications
23. Do you want to create new contact appears e f modifying the Company name field of contact companies then the message Do you want to create a new contact company appears General tab Based on the Microsoft standard form for contacts this tab provides general information regarding the contact or contact company For more information on the features available refer to the MS Outlook Help Synchronizes with Time Contacts Field Description dialog Full name Full name of the person to contact Yes This name synchronizes with the Contact Full Name Job Title Job Title of the person to contact Yes This name synchronizes with the Title field Company Company Name Yes This name synchronizes to Contact name Today Getting Started 27 Field Description Synchronizes with Time Contacts dialog File As You have the option display the record on the Contacts home page in one of several ways Click the look up button for a selection of formats To set the default selection the following steps must be taken Outlook 2003 1 From Tools menu select Options 2 In Preferences tab click Contact options 3 In Contact options dialog select Company from the listing for Default File As order Outlook 2010 1 From the File tab select Options 2 Select the Contacts option 3 Under Names and filing select Company from the Default File As order drop down No Busin
24. ab of the Time client dialog Billing info This dialog is identical to the Billing info Yes To the identically named fields tab of the Time client dialog Tax info This dialog is identical to the Tax info Yes To the identically named fields tab of the Time client dialog Other info This dialog is identical to the Other info Yes To the identically named fields tab of the Time client dialog Memo To be used for entering additional info Yes To the Memo tab Custom tab Provides extra information regarding the client Entries made here can be used to filter items on the home page or to enable advanced searching by Time fields Details tab This tab is a Microsoft Outlook tab Enter data and settings needed to carry out Outlook functions such as scheduling and emailing Activities tab Outlook 2003 Click the Show drop down list to view files knowledge 26 Getting Started articles meeting discussion items performance metrics scheduled events tasks or training materials associated with this staff Outlook 2010 Click the Show drop down list to view Contacts Emails Journals Notes Upcoming Tasks Appointments New items for this staff must be set up in the similarly named Today folder Files Knowledge Meeting Performance Metrics Schedule Tasks or Training Today Contacts Folder and Contact Companies Folder The Contacts folder displays contact information for people who are important to your clients
25. access the Today folder Double click the SETUP EXE file This starts the installation Follow the instructions on the screen When you reach the Setup Type window select the setup type you prefer If you select e With synchronization the program is installed with all available options This is recommended for users using personal folders or users using public folders who perform synchronization e Without synchronization the program is installed with the minimum required options only This is recommended for users using public folders who will NOT perform synchronization After you install Today refer to any existing README files for information on last minute changes and environment settings To do this double click the README icon in the program group from which you installed Today Troubleshooting Did you encounter problems e sure that you have write privileges the directories specified for the installation and e Make sure that there is enough free disk space on the hard drive Starting and Exiting Today To start Today There are three ways to start up Today 1 On the Windows desktop click the Today icon 2 In Microsoft Outlook click the Today button Outlook 2003 Located near the top of your screen Outlook 2010 Located in the Add Ins tab on the Outlook ribbon 3 InTime click the Tools menu and select Today Sync To exit Today e From Microsoft Outlook click the File menu and se
26. aven t read or marked as read yet When you double click a file in the list you will open the Knowledge dialog Message tab 30 Getting Started Today Enter the reference material attach associated files and include any identifying information and comments about the material here Details tab Optional Select Time related information about the reference material Selections made here can be used to filter items on the home page or to enable advanced searching by Time fields Meeting Folder The Meeting folder lets you post messages for the team and read messages posted by others The messages are organized in groups called conversations On the Meeting home page you will see the summary listing of all the conversations posted In addition to the standard folder views the following views are available in the Meeting folder e Grouped by client Group together all messages belonging to the same client e Grouped by project Group together all messages belonging to the same project e Grouped by contact Group together all messages belonging to the same contact e Grouped by staff Group together all messages belonging to the same staff member e Grouped by conversation Group together all messages belonging to the same conversation thread e Grouped by sender Group together all messages written by the same person e Unread items View only those messages you haven t read or marked as read yet When you double click a meetin
27. cal to the MS Outlook Task dialog More information about these tabs can be found in the MS Outlook help system Time tab Optional Select Time related information about the task Selections made here can be used to connect the task to a specific client project client contact or staff member Any tasks thus assigned will appear on the Activities tab of the associated client contact project or staff record in Today only You can also use the selections to filter items on the home page or to enable advanced searching by Time fields Viewing tasks in the Activities tab of the applicable Client Contact or Staff folder When installing Today you must do some basic setup to interact each folder with the activities list e e Use this technique to add schedules meeting or any other folder group to the activities tab e You can drag and drop reports from the Document Manager in Time to the Tasks and Activities lists in Outlook to help set up your to do list Tips 1 Click the right mouse button on the Clients Contacts or Staff folder icon and select Properties Click the Activities tab 3 Select an item in the Folder groups window and click Modify OR Click the New button 4 Find the Task folder in which you are storing your Today task information and check the box 5 Click OK to accept the choice 6 If making a new folder click OK in the Properties dialog to accept New folder group in the default view for the Activities tab
28. ccurs depending on the program you are http support microsoft com support kb articles Q21 7 running 7 24 asp Microsoft Word This program has performed an illegal operation and is shut down If you click Details an error message similar to the following appears Winword caused an invalid page fault When you click Close the program shuts down Microsoft Excel Can t quit at this time When you click OK the program shuts down Outlook provides a new feature that allows you OL2000 How to Mail Merge Using Contacts to do a mail merge with your contact list from http support microsoft com support kb articles Q1 92 within Outlook In previous versions of Outlook 2 58 asp a mail merge was done in Microsoft Word 6 36 asp When you use the Microsoft Outlook Address WD2000 Field Differences Between Outlook and Book as a data source for a mail merge in Word Mail Merge Microsoft Word the Outlook Contact records http support microsoft com support kb articles Q197 are converted into a file named 7 16 asp virtual_file_ olk Some Outlook fields are not available in this file and some field names are a bit different from what they are in Outlook This article describes the Outlook fields available to Word Mail Merge and lists those that are not available Resources and answers to commonly asked OL2000 Questions About Custom Forms and the questions about creating custom solutions with Outlook Soluti
29. chronization Activating the synchronization from Time In order to be able to synchronize between Time and MS Outlook first you must follow the instructions under Setting up Today 12 Getting Started Today 1 Open the Synchronization dialog by clicking Tools Today Sync You will go directly to the Today Synchronization tab of the Today dialog Today Today Synchronization Copy Contacts Today Setup Convert Form Today gt Time Time gt Today Time data file C Program Files lt 86 CaseWare Time 2013 Data Ctdemo Browse Outlook folder Browse TAT ee 2 Select the direction of synchronization From Time to Today OR From Today to Time Note e Usually your first synchronization is from Time to Today We recommend that subsequent synchronizations be carried out from Today to Time w Select the Time data file from or to which you are going to synchronize Click the browse button to navigate to the data file and select the file lt filename gt ar Note e Synchronization will not be successful if there are spaces or invalid characters the Time data file name See the topic Troubleshooting Synchronization later in this chapter 4 Select the Outlook folder where you are keeping your information from Time Usually this is called Today and it is located either in your Public or Personal folders Click the browse button to find it and then click OK 5
30. contact person Yes 28 e Getting Started Today Synchronizes with Time Contacts Field Description dialog Full Name This field is automatically generated by Yes the four preceding Name fields Last Pre First and Post Names Company The associated Contact Company Yes Email Email address of the contact person Yes Client no ID s of the Client s to which the Contact Yes belongs a contact may belong to more than one client Click the button to select more clients Client names Full name s of the client s selected in Yes the Client No field Details tab These tabs are Microsoft Outlook tabs Enter data and settings needed to Certificates tab carry out Outlook functions such as scheduling and emailing Address Phone tab This tab defines contact and addressing information for the contact person Client Group tab Other Info tab Memos tab Activities tab ID s of the Client s to which the Contact belongs A contact person may belong to more than one client Alternate Codes and Dates used to identify and group contact people Descriptions or notes about the contact person Outlook 2003 Click the Show drop down list to view files knowledge articles meeting discussion items performance metrics scheduled events tasks or training materials associated with this staff Outlook 2010 Click the Show drop down list to view Contacts Emails Journals Notes Upcoming Ta
31. date Time Today cannot be installed until the update is done 4 Getting Started Today Note e Exchange server is required only if synchronization is being done to or from the Outlook public folders that are stored on a server e Install Today 2013 in a different directory than the one used for the previous version of Today e Ensure that you have Internet Explorer version 5 0 or higher and a connection to the internet in order to publish web pages properly Today works inside MS Outlook if Internet Explorer is embedded In Outlook the only browser that can be embedded is Internet Explorer e will not operate with versions of Outlook prior to version 2003 Installing Today MS Outlook must be closed Please make sure no other programs are running before you install Today Disable any virus checking software until you have finished the installation Most virus checking software interferes with the copying process done by the installation program The Today program has to be installed on each workstation that will be accessing the Today folders When installed all the components to run the program will be available on that workstation Installing Today is a simple process The installation program sets up all the necessary files program groups and icons needed Note e During installation please read each window carefully before continuing To install from CD Insert the CD into your CD ROM drive Use Explorer to
32. e Outlook dialog displaying the selected form click the Developer tab Select Publish Publish Form As 5 Inthe Look in field select Organizational Forms Library the first selection in the list 9 Locate and highlight the form that had the problems e g TimeTask 7 Inthe Form name field change the name One suggestion is to add the version number to the end of the name e g TimeTask2013 The format of the name has to be Today FolderName Version 8 Make sure there is a name in the Display name and that it contains no version number e g TimeTask lf you need to re enter it use the name noted down in step 1 9 Click Publish button to publish the form 18 Getting Started Today Troubleshooting form setup If you are not able to see Today web pages When you click a Today folder and nothing shows up in the window please do the following 1 Right click the folder 2 Select properties and then click the Home Page tab 3 Make sure Show home page by default for this folder is checked Today2013 Properties General Home Page AutoArchive file C Program Files x86 CaseWare Today 2013 HTML Files Browse Restore Defaults x cme If you get an error message saying the web page could not be found Symptom The following error message is received The web page could not be found This error could have been caused by a bad or misspelled URL
33. e Time 2013 or C Program Files x86 CaseWare Time 2013 3 Click OK 4 From within the Today dialog do the following a Click the Today Setup tab Refer to the following illustration for steps 4 b c and d LS i x Today Setup Today Synchronization Convert Fom Copy Contacts Enter the title of your Today Click Browse to select the folder where you want the Today sub folder to be created in Outlook Synchronization will be to from this sub folder You must already have permission to create a folder in the folder you select Today folder destination rrr Browse Enter the location where you want to publish your Today Web pages This location should be empty and you must have permission to create files there Web page destination d Browse Close Help b Enter the title of your Today in the first field You may change this as desired Note that if you are updating from a previous version of Today it cannot have the same name as the previous version s folder In the Today folder destination field enter Public Folders Personal Folders or Mailbox which ever is applicable You can browse to select the location of the folder or to set up a new folder The MS Outlook Select Folder dialog appears If you create a new folder then Today is in a subfolder of that folder Note Forms may not be set up directly in Microsoft Outlook s special folders Inbox Outbox Drafts Calendar Jour
34. e is basically the same as for Public Folder setup using a local location for storing web pages When Today is used only in personal folders the sections covering exchange server rights file locations and verifying the home page path are not applicable 8 Getting Started Today 1 Setting up forms in Today In order to be able to synchronize between Time and Outlook it is necessary to create new folders in Microsoft Outlook to store your information from Time The Setup function in Today creates the necessary folders and forms for you depending upon what s in Time You do not have to worry about creating your own Outlook forms Note setting up forms when upgrading from a previous version The new version s forms must be set up in a different Outlook folder from the previous version s forms Having them in different folders allows Today to detect the forms set up in the previous version automatically for conversion Refer to the section Updating from a previous version of Today Setting up the forms in your folders After installation of Today a Today button is added to the Outlook toolbar automatically 1 Click the Today button If the Today button does not appear or fails to work see the troubleshooter titled Troubleshooting the Today button 2 Click the Browse button to locate and select the Time program folder After you click OK its name is entered in the field provided and has the format C Program Files CaseWar
35. e person leading the Yes project Default Project Check box flagging that this is the Yes default project for a client Contact The Contact Name Yes Staff no Identification number of the staff member to whom the Project is assigned Click the button to select other staff members Full name s of the staff member s Yes selected in the Staff no field Attachment and Store any files and related information description for the project here Notes area Enter any additional information as No needed Contacts Click the button to select one or more No people in your contacts list who are associated with this client Categories Click the button to select one or more No categories to which this client belongs Details tab Provides extra information regarding the project Entries made here can be used to filter items on the home page or to enable advanced searching by Time fields Field Synchronizes with Time Project Description dialog in the Client setup Contract amount The amount of any contracted amount Yes for the project WIP limit The Work In Process limit for the project Yes Budget hours Budget total hours calculated Yes automatically from detailed entries in the Project and Sub project dialogs of Time Budget amount Total of amounts budgeted calculated Yes automatically from detailed entries in the Project and Sub project dialogs of Time
36. e to view and access the forms in the public folders according to rights they are granted on the Exchange Server The minimum right needed on the Exchange server to be allowed to synchronize between Time and Today is the ability to write create items To check your administrative rights Right click the public folder where you want to set up Today Click properties and check the permission tab If you don t have the necessary rights ask your Exchange Administrator If you don t see the permission tab ask your Exchange Administrator File locations Today builds on both the storage features of Exchange Server and a Web interface so the administrator must specify two locations for Today files In Field Enter Today folder A Microsoft Exchange Server public folder This is where you will store your data destination using Outlook Web Page A file server that is shared by users Because Today forms are Web pages they Destination need to be stored on a file server so that all users can see the web interface digital dashboard The shared file server is where the Home Pages folder must be Personal Folder setup Forms in personal folders can be accessed and viewed only by the owner of the folders Often the partners maintain their own client records separately from those of the firm In that case each partner should set up Today in his personal folder and synchronize those records separately The setup procedur
37. erly or annual reports and special bulletins This is used on the Other Info tab of Client records Systems Not available Task types Double click from the home page listing to enter the codes and descriptions for different types of tasks performed Today Getting Started 39 Training types Double click from the home page listing to enter the codes and descriptions for different types of training provided Updating from a previous version of Today Se e There is no upgrade procedure from Today 2011 to 2013 The setup procedure is the same as setting up Today for the first time when you are upgrading from a previous version You need to convert your Time 2011 files to Time 2013 and then synchronize data from Time 2013 to Today 2013 Note To update from the previous version first you must set up a new folder with a name that is unique from the previous version and follow the procedure above to set up the folder structure needed in the latest version of Today Do not use the previous version s folder Today detects forms created in the previous version during the form setup process and asks you to confirm that you want to copy and convert the data in the old forms to the new forms You should click OK and complete the following steps Inthe form conversion dialog browse to select the previous version s Today folder Source folder Ensure that you select the top level folder and not a subfolder 2 Browse to select the new version
38. es Knowledge Metrics and Training folders are provided to let you post information for your team These folders do not synchronize with Time but they are very useful Folders can use Outlook Forms to store additional information related to contacts contact companies clients and staff members Certain fields within these forms can be synchronized with their respective fields in Time Each form uses a tabbing view to display categories of information Your view of Today commands is different for different versions of Outlook Outlook 2010 View TodayClient Insert Format Text Review Developer exes OOo Se we OA Save amp Delete Save amp Forward OneNote Time Custom Details E mail Meeting More Address Check Business Picture Categ Close z i Actions Show Communicate Names Options The Today Home Page Folder The Today home page gives you a quick overview of the contents entered in MS Outlook and their status It shows the number of unread items in each folder It also displays news about your company and links to additional information The Home Page is your starting point Log in to it and get a quick view of your calendar tasks to do upcoming events and company news It s organized into areas frequently used but you can arrange it as you want To do so click the Customize page Settings for the News area can be changed in the Administration folder Finally you can hide or show t
39. ess Home Business Fax Mobile and changed from the list Name of these fields can be selected Yes To the fields in Address tab Only Categories belongs more categories to which this client Address Contact s mailing address Yes To the fields in Address tab Email Email address of the Contact Yes To the field in Address tab Web page address Web page address of the contact Yes To the field in Address tab Notes area Enter any additional information as No needed Contact Companies Click the button to select one or No Only Contacts more people in your contacts list who are associated with this client Contact Companies Click the button to select one or No Time tab This tab displays the fields that are Time specific Detailed information about each field is available in the Time Help system Synchronizes with Time Contacts Field Description dialog Last Name Surname of the contact person Yes Pre Name Personal title of the contact person e g Yes Mr Mrs Ms etc The pre name accepts a maximum of 15 characters Type Type code of the Contact Yes Example LAW for lawyer of the client Click the button to select another type You can set up Contact types from the Administration Options folder First Name First name of the contact person Yes Post Name Post name for the contact person e g Yes C A Ph D Title Title or position of the
40. f client contact information synchronized between the two packages at regular intervals Minimum requirements In order to customize Today including the setting up of forms and synchronization with Time you must ensure that Outlook Time and Today have been installed before continuing e Microsoft Outlook version 2003 or higher e version 2013 and e Internet Explorer version 8 0 or higher and a connection to the internet in order to publish to web pages properly They do not publish properly using another browser such as Netscape e e Exchange server is required only if synchronization is being done to or from the Outlook public folders that are stored on a server e Today does not operate with versions of Outlook prior to version 2003 e According to Microsoft activeX controls and add in COM DLLs that are written for 32 bit Office do not work in a 64 bit process Note Order of installation Using Today to set up forms and synchronize Time with Microsoft Outlook requires that all three applications be installed on your computer You must install the components in the following order New Users Existing Users Microsoft Outlook 2003 or higher Time 2013 Time 2013 Today 2013 Today 2013 When installing Today version numbers of the two products are checked If you have installed an earlier version of Time that does not correspond to Today s version a warning is displayed to notify you to up
41. for the user to access the forms properly e In addition if you have more than one user profile in Outlook or if more than one person uses the same computer to access Today then you need to ensure proper permissions are set up for each user profile to allow access to Today both locally and over a network e You can change the name of the Main Folder Today but you should not change the names of the subfolders that were created automatically Any changes to the names may result in unsuccessful synchronization e f you want to have the Today folders in both your Personal and Public folders you should set up the forms in both folders by following the above procedures each time Notes 10 Getting Started Today e Related Topic e With the forms configured you can set each to interact with a tasks list schedule meetings list knowledge base or files Please refer to Viewing tasks in the Activities tab of the applicable Client Contact or Staff folder for more information After setting up the forms the following should be done 1 2 Verify the home page path in each form Ensure each user can see the Today Home Page Verifying the home page path in each form 1 2 In Outlook open the public folder The forms are set up under the folder Today that you created For each Today folder in the public folder a Right click the folder or form b Select Properties and click the Home Page tab c Verify that the path in
42. g in the list you will open the Meeting dialog Message tab Enter the message and include any identifying information and comments about it here Details tab Optional Select Time related information about the message Selections made here can be used to filter items on the home page or to enable advanced searching by Time fields Start a new conversation thread Click New Post In the Subject box type the name of the new thread In the message body type the message Click Post GER U M SE Reply to a message in a conversation Select the message to which you want to reply Click Post Reply The Subject box should be filled in automatically It is best not to change the subject In the message body type your reply Quote from the original message as needed Click Post Dl eS Send mail to the author of a message Select the message to which you want to reply Click Reply to Sender In the message body type the message of your reply quoting from the sender s message as needed Click Send Pw Nee Mark all messages as read 1 Click Mark All as Read Tip You can mark any message as read or unread To do so right click the message and then click Mark as Read or Mark as Unread on the shortcut menu Today Getting Started 31 Metrics folder The Metrics folder displays the metrics performance indicators used by your firm Corporations use many measures to track performance especially for lead ind
43. h partner should be given rights to update only the clients assigned to her or him Synchronization rights may be assigned separately for synchronizing data from Today to Time and from Time to Today No other users should be granted synchronization rights in order to protect the integrity of the data and ensure that the method of updating is uniform Rights can be set up in Time in the Tools Protection Protection Setup Under Available groups select a group and click the Properties button When the dialog opens click the Rights tab e Review the topic Troubleshooting the Today button When synchronizing from Time to Today or from Today to Time the synchronization process e Always check the last modified date of the records e Compares the last modified date of the record in the Time database versus the last modified date of the same record in the Today form The record with the later modified date overwrites the old one The following changes should be done in Time and then synchronized to Today Modifying records in some areas of Time can have a many step or complicated process that can affect several areas of Time Some of the areas affected do not synchronize to Today Therefore please carry out the following changes in Time only and then do a synchronization from Time to Today e Assignment of staff partners and managers to clients e Assignment of partners and managers to staff e Change of Client or Staff numbers In partic
44. h records in Time 1 Prepare the Time data file a Set up protection in Time 2013 b Ensure that the Time file is not compressed 2 Synchronize the data from Time into Outlook for the first time In Time 2013 use the command Tools gt Today Sync Each of these steps is detailed later in this section Upgrading from a previous version e e There is no upgrade procedure from Today 2011 to 2013 The setup procedure is the same as setting up Today for the first time when you are upgrading from a previous version You need to convert your Time 2011 files to Time 2013 and then synchronize data from Time 2013 to Today 2013 Note Set up the forms to display the Time data under a newly titled folder Convert the forms from the previous version to the new version Delete the old forms Synchronize data from Time to Today AUNE Refer to the detailed instruction in the section Updating from a previous version of Today e7 e Synchronization will not be successful if there are spaces or invalid characters the Time data file name See the topic Troubleshooting Synchronization later in this chapter Note Are you using Today in public or personal folders of Outlook Whether to install Today to the public folders or personal folders in Outlook depends upon how you and your firm manage your client database s Today Getting Started 7 e f you share your client database and you want to manage it centrally put i
45. he Options button Check the Set Synchronization box to activate the timing option In the Synchronize Clients section select the date and time from which you would like to do the synchronization Note e Remember that if this is the first time you are synchronizing from Today to Time the default is the current date and time as you must synchronize all records You must change this date to the date you last modified your clients records Refer to the Last synchronization date and time field and the modification dates in the Clients folder to set the new From date and time Troubleshooting Synchronization 1 First check the synchronization log for any errors or items that were omitted from the synchronization process Look for the log file in your documents and settings folder The path is C Documents and settings username Application Data Today log A new file is saved each time that you synchronize The file is named with the format yyyymmdd___ log and can be opened and printed with Notepad If Today is set up in public folders check the user s permissions for those folders and subfolders on the server Read Permissions for public folders Synchronization cannot occur if the user does not have full rights in Time to set up records and runa synchronization To check the user s rights launch Time and click Tools Protection Protection Setup and then under Available groups select a group and click the Properties button When
46. he contents of each area by clicking the button at the right end of each title bar Customize Folder Use this folder to choose the information presented on the Today home page and the format of that information You can e Set Today to be the page you see when you launch MS Outlook e Choose folders to be expanded when you launch Outlook Today Getting Started 23 e Select the number of days to be shown in your Today schedule and select which calendar in Outlook to use when the My Calendar link is clicked in Today Filter the tasks shown on the home page Set the default layout to see when you click a Today folder Set the default category to search in each folder type Include Today in your Favorites and Add Today to your shortcuts bar Be sure to click Save Changes at the top right corner of the Customize page to apply any selections made Clients Folder The Clients folder displays information for your company s clients On the Clients home page you will see the summary listing of all the clients in the database In addition to the standard folder views the following views are available in the Clients folder e Phone List List clients along with their phone numbers and other basic information e Address cards View basic information about clients in an address card format e Detailed address cards View detailed information about clients in an address card format e Client groups Group together clients that a
47. home page you will see the summary listing of all the staff members in the database In addition to the standard folder views the following views are available in the Staff folder e Phone List List staff along with their phone numbers and other basic information e Address cards View basic information about staff members in an address card format e Detailed address cards View detailed information about staff in an address card format e Staff grouped by position Group together staff that belong to the same position e Staff grouped by follow up flag Group together staff that are flagged for follow up When you double click a staff record you will open a dialog that looks very much like the Staff dialog in Time including tabs dividing the staff information into categories Today Getting Started 35 General tab Based on the Microsoft standard form for contacts this tab provides general information regarding the staff member For more information on the features available refer to the MS Outlook Help Synchronizes with Time Staff dialog Field Description Full name Full name of the staff Yes First and last names are synchronized Company Company name No File As You have the option display the No record on the Staff home page in one of several ways Click the look up button for a selection of formats To set the default selection the following steps must be taken Outlook 2003 1 From Tools menu select Option
48. icators Here you can post information about those used in your firm On the Metrics home page you will see the summary listing of all the performance indicators In addition to the standard folder views the following views are available in the Metrics folder e Metrics grouped by client Group together all metrics assigned to the same client e Metrics grouped by project Group together all metrics assigned to the same project e Metrics grouped by author Group together all metrics assigned to the same author When you double click a metric record you will open the Metrics dialog Message tab Enter details of the performance metric and include any identifying information and comments about it here Types of metrics can be set up in the Administration Options folder Details tab Optional Select Time related information about the performance metric Selections made here can be used to filter items on the home page or to enable advanced searching by Time fields Projects Folder Store projects of your practice You can have files stored right in the project records and then drill down to these files as needed e Note e In Today 2013 Projects information is synchronized in one direction only from Time 2013 to Today 2013 e Project information loaded in Outlook is presented in READ ONLY format You cannot modify project records from Outlook On the Projects home page you will see the summary listing of all the projects po
49. if you have a lot of clients When synchronizing from Today to Time you have the option to synchronize only those client records that have been altered since the last synchronization This cuts down on the number of records being synchronized and therefore the time needed To help you identify which records need updating each record in the Outlook client folder keeps track of the date and time last modified Every time a modification is made to a client record the modified date and time is updated Viewing record modification dates in Microsoft Outlook Each record in the Outlook client folder has a modified date and time Every time a modification is made to a client record the modified date and time is updated When synchronizing you can select recently modified records To view the last modified date for the records in the Client folder 1 Select the Client folder from Today Explorer and under Options click Customize Current View 2 Inthe Advanced View Settings dialog click the Columns button 3 Inthe Show Columns dialog select Frequently used fields from the drop down filter for available columns 4 Select Modified from the Available fields and click the Add button Use the Move Up and Move Down buttons to position it in the order desired 5 Click OK to activate your changes 14 e Getting Started Today 6 Click OK to exit the Advanced View Settings dialog Today cle No
50. ilable in the Time Help system Synchronizes with Time Clients client as inactive you must change the type in Time All other client types are available to be assigned from Outlook Field Description Setup dialog Client no Number assigned to the client Yes Only the first 10 characters are synchronized to the Time file Name Name from the Company field on the Yes Synchronizes to Client Name field General tab Short The first 10 characters of the company Yes name Group Mark this box if the client is a parent Yes This is synchronized as a group company and represents other divisions and it can be viewed in the group s of the company dialog Type Select from the list Note that to set a Yes except for inactive clients Inactive clients can be synchronized from Time to Today only not from Today to Time Inactive date The date the client was made inactive Yes Group no ID assigned to the group Yes Only the first 10 characters are synchronized to the Time file Is Group Flag showing this is a group client Yes The Time tab includes the following tabs for additional information Synchronizes with Time Clients Field Description dialog Alternate Address This dialog is identical to the Alternate Yes To the identically named fields Address tab of the Time client dialog Attention This dialog is identical to the Attention Yes To the identically named fields t
51. indows Explorer or My Computer to find the document file you want to copy Drag the file from Windows Explorer or My Computer to the document list to the large field on the Message tab Enter identifying information about the files in the Subject Author and Type fields Enter any comments about the file in the large message field For example include creation or modification dates 5 Click the details tab to select Time related information about the file ow NS Knowledge Folder The Knowledge folder lets you post reference material for the team or read reference material posted by others Post materials relevant to your industry and firm such as accounting handbooks reference guides tax guides and the Time user guide On the Knowledge home page you will see the summary listing of all the knowledge messages and documents posted In addition to the standard folder views the following views are available in the Knowledge folder e Grouped by reference Group together all knowledge material belonging to the same reference e Grouped by project Group together all knowledge material belonging to the same project e Grouped by staff Group together all knowledge material belonging to the same staff member e Grouped by author Group together all knowledge material written by the same person e Grouped by client Group together all knowledge material belonging to the same client e Unread items View only those knowledge material s you h
52. king Papers or MS Excel Engagement types Double click from the home page listing to enter codes and descriptions for the types of auditing engagements taken on by your company This is used on the Other Info tab of Client records Metric types Double click from the home page listing to enter the codes and descriptions for the metrics performance indicators used by your firm Corporations use many measures to track performance especially for lead indicators Other Double click from the home page listing to enter the codes and descriptions for the Other fields 1 to 8 found on the Other Info tab of Client and Contact records These fields can be used to classify miscellaneous client information such as taxes deductions and insurance plans Positions Double click from the home page listing to enter the codes and descriptions for job positions in your firm Predicate types Double click from the home page listing to enter the codes and descriptions for the predicates used by clients and contacts of your company This is used on the attention tab of Client records Project types Double click from the home page listing to enter codes and descriptions for the types of projects taken on by your company References Not available Sources Not available Status Double click from the home page listing to enter the codes and descriptions for status Status codes can be used to indicate material that is sent to the client such as newsletters quart
53. lect Exit Logoff e From Time select File Exit or type Alt F4 You will exit from Time as well Today Getting Started 5 Troubleshooting The Today bution in Outlook After installing Today on your computer please ensure that the Today button in MS Outlook is working For example the button may not work if MS Outlook was open during installation of Today Outlook 2003 If the button is not working you should Click the Tools menu and select Options Other tab In the General section of the Other dialog click the Advanced Options button Click the COM Add Ins button Check the Add In box Click OK until you exit the Options dialog and return to MS Outlook SU DO IO HES Outlook 2010 If the button is not working you should Click the File tab and click Options Click Add Ins from dialog options Select COM Add ins from the drop down menu for Manage and click Go Ensure CaseWare Addin is selected e e If the colors of your Today button are not right try setting your display properties to High color 16 bit To change the colors click the right mouse button on your desktop and select Properties Then click the Settings tab P WIN i Note 6 Getting Started Today Setting up Today in Outlook In order to set up Today to synchronize information between Time and MS Outlook you must follow these primary steps without omitting any procedure The configuration must be done in Microsoft Outlook as
54. nal Contacts Deleted Items Notes Sent items Tasks Personal Folder You must create a new folder d Specify the Web page destination in the last field By default the location entered is Today s program directory e For public folder setup enter the path or browse to the applicable folder on the file server a network drive to which all users have full access Refer to the topic Public Folder Setup gt File locations for more information e f you are using Today in the personal folders of Outlook you do not need to change the path 5 Click Setup 6 Click Finish to set up the forms 7 When the forms are set up click Close The selection of folders created is dependent upon what is in Time The following folders are created automatically in the new Today folder Today Getting Started 9 4 C Today 2013 4 C Administration Customize Ca Files Knowledge Q Meeting QE Metrics 4 2 Options a Card types QE Contact types 20 Document types C Engagement types QE Metric types j Other Positions Q Predicate types C Project types C References QE Sources Q Status a Systems 7 Task types Training types Clients Q Contact Companies 2 Contacts 3 Projects C Schedule Staff 7 Tasks eo e When user profiles or roaming profiles are set up in Outlook proper permissions must be provided for the Today folders the Exchange server and the file server where the HTML files web pages are published in order
55. nts again Clear the Selected Items Only check box Getting Started 29 Files Folder The Files folder lets you post documents for the team or read documents posted by others It does not synchronize with Time You can drag and drop files from anywhere on your workstation or network to this folder for quick access On the Files home page you will see the summary listing of all the documents posted to the File Room In addition to the standard folder views the following views are available in the Files folder e Grouped by client Group together all documents pertaining to the same client e Grouped by project Group together all documents pertaining to the same project e Grouped by staff Group together all documents written by or assigned to the same staff member e Grouped by author Group together all documents written by the same person e Grouped by type Group together all documents assigned to the same type When you double click a file in the list you will open the File dialog Message tab Attach the file and enter identifying information and comments about the file here File document types such as MS Word CaseView or Excel can be set up in the Administration gt Options folder Details tab Optional Select Time related information about the file Selections made here can be used to filter items on the home page or to enable advanced searching by Time fields Add an existing document to the folder Use W
56. nts stored in Today To search for an item in a folder Click the folder to search and locate the Find function on the left navigation 2 Inthe Find box type the text you want to locate In each folder Today focuses the search on a different field which is noted in brackets For example in the Clients folder the name field is searched by default To search by another field in the folder use the Advanced Find Note You can change the default search category See the topic To change the default search for a folder To view items that meet the criteria click Find Now 4 restore the previous view click Clear Search Tip To control the search further click Advanced Find Click the Advanced tab and then select the options you want w Search for items and files using Today form fields Today Getting Started e 21 gt t Click Advanced Find Click the Advanced tab Click Field Point to the field set you want and then click the field you want to use in the search criteria Fields specific to Today are under the category whose name begins with Time In the Condition box click the condition you want to use with the selected field If the condition requires a value enter the value you want the field and condition to meet in the Value box Click Add to List To add additional criteria repeat steps 3 through 7 Note e When setting search criteria if you select more than one search option only the
57. o key information The digital dashboard is intuitive to use and highly customizable You can decide what information to display on it by selecting from a list of components To rearrange how information is displayed just click and drag Open the Today folder and click any of the sub folders in it You ll see the digital dashboard and the options for changing each folder s look to suit your needs Customizing the look of Today The Navigation bar On each folder page you can do the following e Add anew item e Set categories e Customize current view Add a new item To add or modify an item open the form and enter the information or make changes there 1 Under Options click New OR When looking at a list view double click the field just under the headings that says Click here to add a new OR In list view double click the blank line just below the last record 2 Inthe Name box type the name of the new item 3 Enter information in other boxes as appropriate 4 Click Save and Close Note e modify any existing item double click the name to open the record and make changes Set categories A category is a keyword or phrase that helps you keep track of items so you can easily find sort filter or group them Use categories to keep track of different types of items that are related but stored in different folders Categories also give you a way to keep track of items without putting them in separate folder
58. on Outlook forms http support microsoft com support kb articles Q146 Troubleshooting Public Folders If you encounter problems with Today forms in public folders first check the user s rights in the public folders and subfolders of Today Next if the permissions are fine check name of the folder It may need to be specified better The administrator with permissions to change public folders should do the following 1 N First check the properties of the folder where the problem occurred Right click the folder and select Properties Take note of the folder name You need it in step 8 Open the folder where the problem occurred Select the form that had problems and double click to open it From Tools menu select Forms Publish Form As Outlook 2010 users only The Publish Form As option is available in the Developers tab on the Outlook Ribbon If this tab is not available you need to enable it in Outlook a Click Files and select Options b Click the Customize Ribbon option c Select Main Tabs from the customize drop down d Select the checkbox for Developer and click OK A Developer tab should now appear on the Outlook Ribbon Today Getting Started 17 Access the Publish Form As option as follows a b Click the Developer tab and select Choose Form Navigate to the form using the Look In drop down menu and select the applicable form from the populated list Click Open In th
59. owWorks http support microsoft com default aspx scid kb en us 839804 Today Getting Started 41 Today comes equipped with a complete online help that includes both reference and step by step information There are several ways of getting the information you need Context sensitive help F1 Information to guide you as you use Today is a button click away Clicking the Help button in a particular dialog box or a of the browse windows to pop up an Help explanation of the function performed by that function or dialog Procedures and reference information sHelp When you click the Help link at the top of any Today browse in Outlook you can access a complete online reference guide for your application This is where to head for detailed information to guide you through a particular task browse or dialog box Click the Contents button to go to get the following online help tabs Contents Click this tab to see the Help system arranged into chapters and sections of related topics Chapters and section heads appear as book icons and the topics are represented by page icons Double click a topic page to see the procedure referenced From the Contents tab you can print a topic Select the icon and then click the Print button Index For fast searching through the Help system use the Index of keywords arranged like a traditional book index Type in the first few letters of the topic until it appears in the index listing
60. ps Setting the default view Each folder has a default view which is the first layout you see when you click that folder To change the view that is the default do the following In the Today explorer click the Customize folder 2 Inthe section Default Views a Click the Current view in folder drop down list and select the folder to change b Click the shows list and select the view that you want c Click the Save Changes button d Close the Customize Page 3 Navigate to the applicable folder and verify it shows the correct layout view You can set each folder to have one of several looks Look under the Show Me navigation on the left to see the views available The following views are common to all folders Click To Grouped by Group the items by type of group chosen Grouped by category Group together all items belonging to the same category If an item belongs to more than one category it will appear in the group for each category All items To remove any groupings and see the items in a simple list Editable view Change information for an item in this view by clicking the information you want to change and then typing over it To group items by column drag the column heading into the designated area above the headings You can search quickly for messages records and documents stored in Today To search for an item in a folder You can search quickly for messages records and docume
61. r box click Clear Cache OF Ol Pw Method 2 Delete the Forms Cache Files If you have Outlook and you do not have Outlook 2003 SR 1 SR 1a or higher installed or if you are using Outlook in the Internet Mail Only IMO mode you can delete the forms cache file manually The forms cache is stored in a folder called Forms The Forms folder may be located in one of many locations depending on the operating system that you are using and how you have the operating system configured The Frmcache dat file is the primary file to delete The Frmcache dat file serves as an index of the individual forms that have been cached on the computer Use the following steps to manually delete the Frmcache dat file In addition these steps delete all of the cached forms on your computer which are stored in subfolders of the Forms folder 1 Quit Outlook 2 Click the Microsoft Windows Search or File command to locate the Frmcache dat file on your hard disk Click to select the Frmcache dat file 3 the File menu click Open Containing Folder to open the Forms folder in a separate window 4 Rename or Delete all or specific files When you restart Outlook and use a custom form the forms cache is re created Until a custom form is used Outlook does not re create the Frmcache dat file More information More information is available from the Microsoft Knowledge base http Support microsoft com default aspx scid kb en us 290806 H
62. re assigned to the same client group e Clients grouped by type Group together clients that belong to the same type such as active inactive personal prospect referral or suspended e Clients grouped by category Group together clients that belong to the same category e Clients grouped by follow up flag Group together clients that are flagged for follow up When you double click a client record you will open a dialog that looks very much like the Clients dialog in Time including tabs dividing the client information into categories General tab Based on the Microsoft standard form for contacts this tab provides general information regarding the client For more information on the features available refer to the MS Outlook Help Synchronizes with Time Clients Setup dialog Field Description Full name Full name of the person to contact Click the button fora Yes First and last names guide to entering new clients are synchronized to the attention tab of the Client setup dialog Job Title Job Title of the person to contact No Company Company Name Yes This name synchronizes with the Client name 24 e Getting Started Today Field Description Synchronizes with Time Clients Setup dialog File As Business Home Business Fax Mobile You have the option display the record on the Clients home page in one of several ways Click the look up button for a selection of formats To set
63. s 2 In Preferences tab click Contact options 3 In Contact options dialog select Company from the listing for Default File As order Outlook 2010 1 From the File tab select Options 2 Select the Contacts option 3 Under Names and filing select Company from the Default File As order drop down Business Home Name of these fields can be selected Yes To the fields in Address tab Business Fax Mobile and changed from the list Address Staff mailing address Yes To the fields in Address tab Email Email address of the staff Yes To the field in Address tab Web page address Web page address Yes To the field in Address tab Notes area Enter any additional information as No needed Contacts Click the button to select one or No more people in your contacts list who are associated with this client Categories Click the button to select one or No more categories to which this client belongs Time tab This tab displays the fields that are Time specific Detailed information about each field is available in the Time Help system Address Phone tab This tab defines contact and addressing information for the staff member Profile tab This tab defines information related to a staff members role s Synchronizes with Time Staff dialog Field Description Staff no Number assigned to the Staff Yes Only the first 4 characters are synchronized to the Time file Name
64. s For example you can keep business and personal tasks in the same task list and use the Business and Personal categories to view the tasks separately This is a standard Outlook feature Microsoft provides a basic list of categories to get you started but you can add your own as needed For detailed instructions refer to the MS Outlook Help Tip You can assign more than one category to an item Use semicolons to separate the category names Outlook 2003 To assign a category to an item 1 Select the item to which you want to assign a category 2 Click Set Categories 3 Inthe Categories dialog box do one of the following e Select a category from the Available categories list e Type a new category the box above the list Outlook 2010 To assign a category to an item 1 Select the item you want to assign a category to 20 Getting Started Today 2 Click Categorize 3 Click All Categories 4 Select a category or add a new one Customize current view Use this to change the view in a folder to match your personal preferences You can either switch from the active view to another standard view or stay in the active view and reorganize the information For example you can group sort filter add or remove fields and change fonts and other formatting Tip You can sort items by clicking the heading of the column by which you want to sort If the items are displayed in groups they are sorted within those grou
65. sks Appointments New items for this staff must be set up in the similarly named Today folder Files Knowledge Meeting Performance Metrics Schedule Tasks or Training Connecting Contacts to Clients in Today In CaseWare Time contacts records are reached directly from the records of the clients they re assigned to In Today to see that relationship or assign a contact to a client use the Contact s Time tab OVN Click the Contacts folder Double click the contact record to open or click New Contact to create a new record When the record opens click the Time tab Click the Client tab Click the Client No button When the Select Clients dialog opens do the following a Click the field list and select either Client No or Client Name In the value field enter the term to search c Inthe Condition list select the best description for the entry in the value field Begins with Contains Is Exactly or Doesn t Contain 7 Click the Search button Further actions available in the Select Clients dialog To Do See the full list again Clear the Value field and click Search Add a client to the contact s list Check the box to the left of the client number Remove a client from the contact s list Filter the list so only the clients that this contact is associated with are visible Clear the check box Click the check box Selected Items Only Today See all clie
66. sted In addition to the standard folder views the following views are available in the Projects folder e Projects grouped by client Group together all Projects for the same client e Projects grouped by type Group together all Projects that are assigned to the same type Note that the grouping will say Engagement Type but it will reflect the types entered in the Project Types folder under Administration gt Options e Active projects Group together all Projects that are still in progress e Completed projects Group together all Projects that have been completed When you double click a project record you will open a dialog that looks very much like the Projects dialog in the Client Setup of Time Project tab Provides general information regarding the project Synchronizes with Time Project Field Description dialog in the Client setup Client ID of the Client to which the Project is Yes assigned Project The Client Project Yes In charge The name of the person in charge of the Yes project Client name Full name s of the client s selected in Yes 32 e Getting Started Today Synchronizes with Time Project Field Description dialog in the Client setup the Client no field Type The code identifying the Project Click Yes gt Options folder the button to select another type Project types can be set up in the Administration Staff names Team leader The name of th
67. t staff or type or category When you double click a training record you will open the Training dialog Training types can be set up in the Administration Options folder Message tab Enter training material attach related files and enter identifying information and comments about it here Training types can be set up in the Administration Options folder Details tab Optional Select Time related information about the training information Selections made here can be used to filter items on the home page or to enable advanced searching by Time fields Administration Options Folder Card Contact Engagement Other Position Project Predicate type and Status types synchronize with Time Before synchronizing set up additional type codes to be used in Today such as those needed for Documents Metrics Tasks and Training er e Information entered in the References Sources and Systems sub folders will not be synchronized to the Time file Note Card types Double click from the home page listing to enter the codes and descriptions for credit cards This is used on the Billing Info tab of Client records Contact types Double click from the home page listing to enter the codes and descriptions for different types of contacts that your clients have such as lawyers insurance companies and banks Document types Double click from the home page listing to enter the types of documents used in your projects such as CaseView Wor
68. t on a server on the network Follow the information under Public Folder Setup e If you want to maintain client records separately from those of the firm set up Today in your Outlook personal folder Read the section titled Personal Folder Setup Public Folder Setup If you are using Today in public folders the Today program has to be installed on each workstation that is accessing the Today forms in public folders even if Today is to be used only with Public folders After installation of the software only one person needs to set up the Today forms and HTML files in the public folder of the Exchange Server This must be a staff member with administrative rights Today forms are set up by going to the Today setup tab See the instructions Setting up Forms in Today Setting up Today on the Exchange server enables all the Outlook users to use the functionality of Today on the public folders as they do in personal folders This means all users with the applicable protection rights are able to access the Today forms in public folders and proceed with any applicable operations The Today forms have to be set up only once and this can be done from any workstation Once the forms are set up no other set up is needed until it s time to upgrade to a new version of Today All users are able to view and access the forms in the public folders according to rights they are granted in the Exchange Server Exchange Server Rights All users are abl
69. tly or Doesn t Contain 6 Click the Search button Beton Further actions available in the Select dialog To Do See the full list again Clear the Value field and click Search Add a staff or contact to the project s list Check the box to the left of the staff or contact number Remove a staff or contact from the Clear the check box project s list Filter the list so only the staff or contacts Click the check box Selected Items Only that this project is associated with are visible See all staff or contacts again Clear the Selected Items Only check box Schedule Folder group The Schedule folder displays meetings and other events that are important to your team Use it to plan activities at the group level such as meetings phone calls trips on line meetings and WebEx events On the Schedule home page you will see the summary listing of all the events scheduled In addition to the standard folder views the following views are available in the group schedule e Schedule for one day View a single day s appointments and events e Schedule for work week View all appointments and events occurring on days that fall within the current work week e Schedule for full week View the next seven days worth of appointments and events e Schedule for full month View all the appointments and events for the current month When you double click an appointment event or time period in the schedule
70. to the contacts just copied See step b below Close the Today dialog b Enabling synchronization and entering a client ID The contacts copied to the Clients folder require modification before synchronizing to Time 1 2 3 Click the Clients folder in the Today folder Click the Phone List view Sort first by the Customer ID column to and then by the Type column to identify which clients have no client ID and or are not active For each client that either has no ID or is not active Open the client record Click the Time tab As applicable in the Type field select Active As applicable assign a unique client number to the client Click the Save and Close button The contacts copied to the Contacts folder require modification before synchronizing to Time Today Getting Started e 11 Click the Contacts folder in Outlook under Today Open the Contact record Click the Time tab Each Contact must have an entry in the Last Name field You can fill in the other fields as applicable To enable records for synchronization ensure the checkbox for Do Not Synchronize is unchecked e e Client client contact and group ID numbers cannot be changed once entered and saved If you make a mistake the records must be re entered in Time e For further information please refer to the Time User Guide hel Yek all Sk a Note 3 Preparing the Time File Setting up Protection We recommend ihat yo
71. tration folder Today 40 assign contacts to clients 30 projects to staff members or client contacts34 calendar setting defaults for 22 categories in Today 19 folder Today 26 clients find those associated with a contact 30 clients folder Today 23 contact companies folder Today 28 contacts assign to clients 30 contacts copying to Today 11 find clients assigned to 30 folder Today 28 copying contacts in Today 11 tasks 39 custom forms 17 customize folder Today 22 customizing the find category 21 Today 22 D defaults setting in Today 22 digital dashboard Today 19 drag and drop 39 E error web pages not found 18 exchange server 8 exiting Today 5 F files folder Today 30 find clients for contacts 30 staff members or client contacts for projects34 finding records in Today setting the default search category Time fields in Today forms folders administration clients contact companies contacts customize files knowledge meeting metrics options projects schedule staff tasks Today Today home page training forms Today H home page Today HTML installation order Today interface Today introduction invalid page fault in Outlook K knowledge folder Today L layout setting the default meetings folder Today mark all read reply start a conversation meetings and messages Index 43 20 21 21 8 22 40 23 28 8 41 19 19 1
72. type the location where the meeting or event is held In the message body type details of the meeting or event To create an event select the All day event check box The event is displayed at the top of each day on which it occurs 7 Click Save and Close Tip To notify others about the meeting and add it to their personal schedules click Invite Attendees to create a meeting request See the next topic for information about working with a meeting request aS Request a meeting with someone else 1 Click New Schedule or New Meeting Request and then click the Invite Attendees button 2 Inthe To box type the name or names of the people you want to have present or click To to select names from your address book Important To see free and busy times for other attendees the names you enter must be in your organization s Global Address List Note that in order to add the meeting to your personal schedule you must include yourself in the To box 3 Inthe Subject box type the purpose of the meeting 4 In the Location box type the location where the meeting is held 5 Inthe message body type details of the meeting 6 To select a time when attendees are not busy click Attendee Availability and then move the green and red vertical bars 7 Click Send Staff Folder The Staff folder displays information for the people on your team Only active staff members records are synchronized between Time and Today On the Staff
73. u activate file protection in Time as only certain staff should have rights to carry out synchronizations Typically these people would include the supervisor the partners and other high level staff Synchronization rights may be assigned separately for synchronizing data from Today to Time and from Time to Today When synchronizing data the Today personal folder of Microsoft Outlook uses the file protection system in the Time file To enable synchronization turn file protection ON in your Time file Therefore the user must be a member of a Time Protection Group with access rights set to synchronize from Time to Today or from Today to Time This is set up in the Tools Protection Protection Setup Under Available groups select a group and click the Properties button When the dialog opens click the Rights tab and select Tools Today Sync If you are the supervisor you have rights to all areas but for any other users rights must be activated In addition the user must have rights to set up clients staff or groups Client and group setup access rights can be assigned in the detailed level Access rights can be assigned to All clients and groups or to Own clients and groups For further information on Protection please refer to the Time Help Topic Protection e e synchronize to public folders the MS Outlook administrator has to set up the proper protection in Outlook as it has independent protection from Time Note 4 Syn
74. ular do not change them in the list views of Today It will cause synchronization problems with Time If you want to change an identification number it is best to open Time and create a new record there and then deactivate the existing record e Deactivation of staff or client records This cannot be updated from Outlook Changes of existing clients into groups when the client has transactions outstanding If you do this from Today you will get an error message and an email is generated and sent We suggest that you create a new group if required and move the applicable client into that group Codes in the Administration Options forms of Today Modifiation to the existing codes in the Administration Options forms 16 Getting Started Today Troubleshooting Reference information in the Microsoft Knowledge Base The following are the links to some articles about Outlook errors and limitations Summary or Symptoms Please Read Microsoft Support Article You get an error message stating there is an OL2000 Invalid Page Fault in Module Mso9 dll invalid page fault or when trying to send email http support microsoft com support kb articles Q241 you receive an error message that states This 8 17 asp program has performed an illegal operation and is shut down When you try to create a reference in Microsoft OFF2000 Program Shuts Down After Referencing Visual Basic one of the following problems Document o
75. vember 04 11 Tasks m Schedule Administration s Customize ic 1 New dient Set categories ID 1 Dena stomize current view Advanced View Settings CW Address Cards She le gt Address cards Pes Detailed address cards Company Follow Up Flag Customer ID Mailing Address Bu Phone List Client groups la Clients grouped by type ___ Show Columns Em Clients grouped by category Available columns Show these columns in this order Clients grouped by follow up IM Address F flag ison _Add gt Follow Up Flag Editable clients view Job Title ae Customer ID Journal Mailing Address wara Business Phone Cond Home Phone Find Now By Name Office Location Mobile Phone gd Other Address Car Phone Other Fax u Other Phone Advanced Find Pager Business Fax Personal Home Page Home Fax Primary Phone E mail Radio Phone E mail 2 Sensitivity New Column E mail 3 v cme To synchronize just those clients changed over a specific time period Once you have carried out the initial synchronization to set up your folders and data in Microsoft Outlook you can synchronize only those client records that have been altered since the last synchronization This cuts down on the number of records being synchronized and therefore the time needed 1 2 3 e In the Today Synchronization dialog click t
76. ynchronization eee eke 15 The Today 19 Customizing the look of Today The Navigation bar 20 The Short Cut BUttONS yek Ke KERE ee bU IN E K KEY BEK VUR Vek Ein b e bU 22 The Today 23 The Today Home Page Folder L eee keke K k 23 C stomize Folder sran DD Dr e 23 Clients Folder 43 5435 i ind ion A iis eh N ee 24 Contacts Folder and Contact Companies Folder EUEEEE E 27 Files Folder eent ee cal ees 30 Knowledge Foldet Sis eee ekir yi ae 30 Meeting Folder ee each ra ed 31 Metrics ni 5155y051 yay and paid aaa ies 32 Projects Foldeti N re achat eed 32 Schedule Folder group Hye bise eb We 34 Staff oE A kab n 35 Tasks e ea ee es 37 Training Folders O ran ee Da a A es 38 Administration Options FOolder E kek 39 Updating from a previous version Of 40 Have you already installed a version of Today 20132 40 Getting izi x s laiya cilakaya kik aka ya kaya ka ya kaka kaka kak aka ku uk ka k a k ak l
77. zing in Today 20 setting the default 20 viewing appointments 35 views setting defaults in Today 22 web pages cannot be found 18 Today

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