Interesting how questions at Time Matters Boot Camp tend to run in streaks. Several months went by without this question being asked. Then, it was asked in both Minneapolis and Boston.
Can Time Matters automatically assign a Matter number?
Yes. Time Matters can automatically assign a Matter number whenever a new Matter is added. This feature is setup under the File, Setup, General, Program Level menu. In Program Level Settings, select Forms, Matters, then Form Options. The resulting screen provides a number fo options related to Matter naming and numbering.
One option that can be set are the ability to perform a duplicate check of the Matter name, number or both. You can also configure automatic numbering using several formulas. The formula I have chosen in my example is YY-#### and the next number I have set is 399. This means that the next file I add would be number 08-0399. One thing to keep in mind about this number is that you may want to reset your number to 1 on January 1st of each year. Some firms prefer their matter numbering to reflect the number of files opened in a given year. Others do not reset the Matter number so that the number reflects the total number of files opened.Time Matters