Dynamic Data Entry in Timeslips E Center?

Does Sage Timeslips ECenter allow "dynamic data entry"?  (Type "smi" to get "Rebecca Smith v. Jones" from long list? Or "dep" to get "L330 - Plaintiff's Deposition" from long list of ABA Task Codes?)

Specifically, nearly every other program we use today (Quicken, bank programs, etc.) allows a user entering data to pick an item from a long list simply by entering any few letters found anywhere in the items (e.g. cases, codes) on the list (e.g. "smi"), then it will present a "short list" of entries that may have those letters (e.g. "Rebecca Smith v. Jones," "Hamilton v. Smithfield" etc.), for the user to quickly pick from. 

But, Timeslips ECenter does NOT appear to have this feature, on EITHER the desktop/web OR the mobile (cellphone) versions. (Seems obsolete and frustrating). 

For detail, to enter ONE slip at our law firm through Timeslips E Center, we (attorneys such as myself), need to pick through THREE lists of "case names"  (Client, long list, often in form "XYZ\Pa\Jones,Rob"), "Task" codes (e.g. "A101-Plan and Prepare for"), and "Reference" codes (e.g. "L330 Plaintiff Deposition").

With no "dynamic search" the user needs to tediously scroll through (hundreds) of cases names. Or (quickly) type closest estimate, starting from the beginning ("X Y Z \ P A \ J ..."). (Heaven forbid you hit a "front slash" (/) instead of a "back slash" (\), then start all over. etc.). Repeat same "start from the beginning"  by the "code" (A109, L250, etc.) (who remembers them?), or scroll by mouse, twice, for EVERY separate entry, all BEFORE he or she can enter any of the "good" or "meaningful" stuff (amount of time, description). 

Obviously, with "dynamic search" the user who knows he or she "attended" a "deposition" for the "Jones v. Smith" case, could quickly pick the Client with "smi," A code with "att," and L code with "dep," 

This one outdated "kludginess" of data entry in Timeslips ECenter (I believe) -- no dynamic search -- costs us, and many firms, hundreds of billable hours per month and year. And, it must wreck customer satisfaction for both Timeslips ECenter and Timeslips Sage Mobile (phone) application as well. 

Note - Our firm forces us attorneys and timekeepers to enter our time only through Timeslips ECenter or Timeslips Mobile App. (No individual desktop versions). (But, ECenter "should" it seems allow this very basic function of "dynamic search" like almost every other website does as of this time). 

For identification, as noted, I am a user and attorney who needs to enter my time every day and every month into Timeslips Sage ECenter. Our firm has been a Timeslips Sage user for not only the 15 years I have been here since 2004, but also for a long time before that, going back to the 1990s. (Tha may in part explain the VERY long list of client/case names we need to wade through for every entry). As to the "Task" and "Reference" codes (e.g. A109, L330, etc.), our corporate clients require us to use them for billing, so "dynamic search" could really help for them as well. This is my first post on Timeslips Sage forum. 

Hopefully, you can advise a way that "dynamic data entry" is available for Timeslips Sage ECenter.

Thanks,

The Beez 

  • in reply to thebeez

    "Client" list also needs the ability to search by characters ANYWHERE in the string.

  • in reply to thebeez

    , I am quite familiar with the coding requirements.  See my book with colleagues on this topic here. http://www.certifiedresourcesnetwork.com/

    Agreed, you need TWO codes per slip, but only the A codes should be in the TASK list.  The L codes should be in the Reference list. This is why Roger and I are saying that the TASK list can be made shorter by eliminating the L Codes there. 

    You would then look to key the L Code in the Reference list below the Task entry.  It is a separate list that should only contain L, P, C or B codes and no A or E codes.

    Granted it is a minor point, but just trying to clarify for others who may read this post.

    And yes, you are correct that your CLIENT list is the one that is likely the most challenging for you as it is usually WAY longer than the Task or Reference lists.

    Since Timeslips does not currently have this feature in eCenter, I would advise you to enter this is a suggestion under the IDEATION tab at the top of this forum, as that is where Sage collects suggestions.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • in reply to Nancy Duhon

    Re: “that list could be shotened” ...

    Not possible to us (small firm) as one of (many) local counsel for (two different) large companies, each of which imposes its own (slightly different) set of. “A” codes (11 for one client, 13 for other, some differ for “same” activity), and “L” codes (~20 for one client, ~26 for other, again with “non-overlap” for same activity). 

    Hence, need to give users (timekeepers) ability to search with a string that appears ANYWHERE within the (arbitrary) codes that the Client(s) impose upon us. (I.e. “Dep” for “L330’- PLaintiff’s Deposition”  etc).

    Plus, the list of CLIENTS (first box) is hundreds (perhaps thousands) of cases long. New are added every month. (Good for business). But, one client “requires” (imposes) that time for each new Plaintiff that sues it be billed with a “client” designation in the form “XYZ/Pa/SmithJohnB (aka [Company Initials]/State/[Plaintiff Name]). Other company requires Client be entered in form PQ/DarrowFirm (aka [Company Initials]/[OpposingCounsel]). Again, in a “perfect world” our office manager could spend (week’s?) culling the lists, But,??. And, clients “require” such format to match their e-billing links.

    Again, need to give users (timekeepers) ability to search with a string that appears ANYWHERE within the (arbitrary) codes that the Client(s) impose upon us. (I.e. “smi” for “John Smith” etc.)

    Hope clarifies. I suspect we are not the only users with similar issues.

    When will Timeslips Sage ECenter provide such basic data entry upgrade, as is readily available and expected by users in almost every other Web data entry program (e.g. Wells Fargo, Mint, YNAB, QuickBooks, competing legal and timekeeping programs, etc).

    Look forward to constructive suggestions, fix, and info when Timeslips will make such basic feature available for each data entry field.

    Thanks.

  • in reply to RogerS

    Roger. Thanks for pointing to  "Timekeeper Settings." By choosing "Nickname 2" for "Tasks" I can (at last!) get by human readable names. (Typer "rev" goes  straight to "Review/analyze" ...no longer need to scroll through list of arbitrary codes to get "A104"). Thanks. .

    But, (kludgy?) the same fix will NOT work for the required L codes under "Reference/" Why? Both Nickname 1 and 2 force us to arbitrary numbers, not readable names. To wit, someone set our list to "bury" the "human readable" part between "codes" on both ends. ("L210 Pleadings | L210"). So, not matter if uses Nickname 1 or 2. Both start ONLY with the "code." No "human readable" option.

    Nor, does that work for our "Client" list. Why?  Nickname 1 is the lengthy arbitrary letter name ("XYZ/Pa/SmithJo") and Nickname 2 is the number ("12345-789"). So, either way, scroll through a long list. Or, type a tough prefix every time, and watch out if a typo, start again, and again.

    "Favorites" have long used. But, with high turnover of case names (mass tort practice) grows out of control month to month. So, regularly use for some things, but falls far short of easing the pain of finding client names again and again buried in the long list.

    (Even if firm worked with "consultant" to reconfigure the many nicknames question below still persists ...)

    Returning to initial question. ... WHY IS IT SO IMPOSSIBLE FOR TIMESLIPS SAGE TO ALLOW QUICK SEARCH FOR A KEY PHRASE OR STRING WITHIN A LONGER NAME? ... Like nearly every other digital application seems to do these days. (Banks, Quicken, etc.)??

    Appreciate your help. Not complaining. Just searching for what seems like it would be an obvious help.

    Thanks.