Time meets Outlook.
Built upon Outlook and Exchange and using Microsoft's digital dashboard technology, Today links data from Time to Outlook's contact management and personal management features so that you don't have to duplicate records.
Overview
Manage contacts efficiently
Do your time and billing in Time and coordinate required tasks and meetings with Outlook, using one set of client contact information synchronized between the two packages at regular intervals.Enjoy an easy-to-use interface
Using Microsoft's intuitive Digital Dashboard web interface, you get an integrated view where you can easily rearrange items.Get a comprehensive view of client information
Today lets you manage contacts, files, knowledge and more all in one integrated area.Ensure proper protection
With Time's file protection, you can be sure that only staff with appropriate rights can carry out synchronizations.Synchronize only what's changed
When synchronizing from Today to Time, you have the option to synchronize only those client records that have been altered since the last synchronization.Features
| Below are the features for Today. To view all enhancements, press the Open All button on the right hand side. Or press the heading to see enhancements for that subject. | Open All Close All |
When synchronizing from Today to Time, you have the option to synchronize only those client records that have been altered since the last synchronization.
You can also choose either direction for synchronization, from Time to Today OR from Today to Time.
With Time's file protection, you can be sure that only staff with appropriate rights can carry out synchronizations.
The digital dashboard is intuitive to use and highly cutomizable. You can decide what information to display by selecting from a list of components or rearrange information by just click and drag.
The Today home page gives you a quick overview of the contents entered in Outlook and their status. The home page is your starting point. Get a quick view of your calendar, tasks, upcoming events and company news.
The project workspace stores the projects of your practice. You can track the project’s status, start, due and completion dates and budgeted hours and amounts.
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 and WebEx events.
The team task folder allows you to post “to-do” items at the group level and read items posted by others. This will help you organize work needed on clients, staff and contacts.
Today helps organize your team with the Meeting Room, File Room, Knowledge Center and Training Center. These areas of Today allow you to post documents, messages and reference material relevant to your industry and firm.
Today synchronizes contacts and contact companies with Time's contacts and contact companies, allowing contacts to be assigned to many clients and groups.