New and Powerful: Online Legal Billing

chaoshostlb2The most popular Legal Billing software now works in your browser!

We are proud to announce the beta release of Legal Billing “in the cloud” as part of our already powerful ChaosHost.com service.  You now can view and edit your Legal Billing data with time slips, expenses and payments, along with your Contacts, Appointments, Tasks, and Projects that have always been available through ChaosHost.

chaoshostlb1

If you use Legal Billing version 7 and have a ChaosHost account, you will find a new Legal Billing button on the top menu when you login to your account at https://www.chaoshost.com/.  The Legal Billing Web Version shows you all of your data synched from your local copy of Legal Billing 7, and also allows data to be added or modified directly online.  You can always view, add, or change any of your billing entries from anywhere in the world.

Not using a PC browser or iPad?  The mobile version of ChaosHost.com designed for use with smartphones also has a new Legal Billing section for Legal Billing users so you can work with your billing records directly from your phone or tablet.  Need to verify a billing entry while waiting in court?  No problem.  Just login to ChaosHost and have full access to all of your records for all of your clients.

Requirements?

Legal Billing 7 and a ChaosHost.com account

This new Legal Billing interface will only be visible if you are synching with our latest release of Legal Billing 7 and you have synced the local Legal Billing data to ChaosHost.com.  This local sync process can be performed either from Time & Chaos 8, Intellect 4, or from Legal Billing 7, as long as you have included the billing data as part of the sync process.

If you don’t have an account for our ChaosHost.com service, our sales department can set you up with a 30 day trial. After your trial time is up, you can get an account for as low as $75 per year.

It is still in beta!

Please keep in mind that this Legal Billing part of ChaosHost.com is in beta, so be sure to backup your data on your PC using our backup options in the software to protect yourself from any problems that arise.  If you do experience any issues with this service, please let us know via our Contact Us page.

More updates to ChaosHost.com

Our developers have been hard at work adding new functionality to our online Chaos Data Live web version available at www.ChaosHost.com.  One of our more requested features it the ability filter by Category on the web.  You will now find a new Category button at the top of each section.

In addition, the following changes have also been made.

  • Added new theming options using some popular jQueryUI themes (look in Options)
  • Added Unfiled option to Group filtering
  • Added Two Week planner view
  • Fixed cross-thru text on canceled appointments
  • Fixed editing categories on Project records
  • Fixed editing repeating task events to avoid duplicates

A New ChaosHost Experience

As many of our regular users have already seen, www.ChaosHost.com has been significantly updated over the last couple of weeks.  Many of these changes guide ChaosHost toward an interface similar to the local installations of our latest releases of Time & screenshot-classicChaos or Intellect.

One of the most requested recent changes is the ability to scroll through your longer lists of Contacts, Appointments, and other data with more than just the scroll bar.  Our new look has also enabled your mouse scroll wheel to roll up and down the list.  In addition, once you have clicked on a row, you can use your keyboard arrow keys to quickly move up and down these lists as well.

Here are some of the more significant updates to ChaosHost.com:

  • iPad users will no longer be sent to the mobile interface automatically and will instead be greeted with the full ChaosHost.com interface which now works great through a desktop or tablet based browser.
  • The Name column has been added to the Contact views.  What appears in this name column (e.g. Last Name, First Name, Company) can be modified by clicking on Options and setting the Name Style preference.
  • All record entry and edit screens have been revamped with tablet friendly features including a proper Group edit field, improved date pickers, and updated sliders and spinners.
  • For users with a larger set of Contacts, you can now choose a default Group filter.  Under Options, you can set a default Group for Contacts specifically.  Once set, when you log in to www.chaoshost.com,the Contact area will be automatically filtered to only show that specific Group.

There are still more changes planned for the near future, so keep checking back here on the blog for updates!

 

Merge Fields for Drag and Drop Text

One of the “hidden” features in Intellect and Time & Chaos is the ability to customize the drag and drop text when creating a new Appointment or Task from a Contact.

While using the Classic view for instance, you can drag a Contact’s name to the Appointment or Task area and a new record will be created.  The same holds true for dragging a Contact to the Calendar or Task navigation buttons at the lower left of the program or for dragging a Contact to the left hand calendars for creating an Appointment specifically.When you create an Appointment or Task through this drag and drop process, the description will be automatically filled with some text based on a setting in Options such as “Meeting With” or “Call” followed by the Contact’s name.

If you click on Options at the top of our software and then go to the Calendar or Task section, you can then modify the text that creates this description.  The cool hidden feature here is the ability to add merge fields to this text.  In both the Calendar and Task area of Options, the “Default Drop Text” can contain special merge fields.

These fields must be formatted properly to make sense to the program.  Each field is essentially given a corresponding number.  For instance, the Primary Address Line 1 field is field number 8.  So if you changed the default drop text for Appointments to:

Meeting at «8» with

The Appointment description would automatically fill in with something like:

Meeting at 123 Main Street with John Smith
Options Screen Showing Default Drop TextNOTE: The type of brackets used are important.  You can copy and paste the brackets from this article to use in your merge fields to make sure the correct brackets are used.For reference, the fields and their corresponding numbers (in brackets) are given below.  Keep in mind, the Contact’s name is included automatically after the drop text.  If copying and pasting using the following information, you would only need to copy the number and brackets.

«1» Last Name
«2» Company Name
«3» Create Date
«4» Last Modified Date
«5» Group
«6» First Name
«7» Title

«8» Primary Address Line 1
«9» Primary Address Line 2
«10» Primary City
«11» Primary State
«12» Primary Zip
«13» Primary Country

«14» Secondary Address Line 1
«15» Secondary Address Line 2
«16» Secondary City
«17» Secondary State
«18» Secondary Zip
«19» Secondary Country

«20» Category
«21» Prefix
«22» Suffix
«23» Notes

«24» Custom Field 1
«25» Custom Field 2

«43» Custom Field 20

«44» Phone Label 1
«45» Phone Label 2

«63» Phone Label 20

«64» Phone Field 1
«65» Phone Field 2

«83» Phone Field 20

Troubleshooting 101

Whenever we run into any issue, there are a number of basic steps we will almost always take.  The majority of problems we see can be corrected using one of the following procedures.

1. Reset Program Options.  Within Intellect or Time & Chaos, click on Help and Reset and choose Program Options.  Close and restart the program and see if the issue still exists.

2. Reset Dock Panels.  Similar to number 1, click on Help and Reset and choose Dock Panels.  This will reset the various areas within Intellect or Time & Chaos back to their defaults.

3. Reset Columns.  If you right click on any current column header such as the word Name at the top of the Contact area or Description are the top of the Appointment area, you can then choose Reset Columns from the context menu that appears.  Many display issues can be solved by resetting columns in a given area.

4. Repair Data.  As with any database program, it is possible data can become corrupted.  Our software contains powerful tools for attempting a repair process.  First make sure all of your data is safely backed up and that no one else has this database open across a network.  Then click on Help and DB Tools and repair the database in which you are seeing a problem.  Step through the rebuild, reindex, and compact processes one by one until each completes.

5. Keep windows up to date.  Yes we know updates install automatically, often there are optional updates that should be considered.  Hardware driver updates are usually in this category as are browser updates.  Intellect uses Internet Explorer to view and create HTML message.  IE does not need to be your default browser of course but does need to be kept up to date along with your other drivers and Windows itself.

6. Here in technical support, we will often use the Report screen to quickly find “odd” data.  If you click on the View menu and select Reports, you can then (at the top left of the Reports screen) choose the database in which you are having an issue.  If you then simply click the Go button on the left hand side, the Reports screen will find all existing records in that database.

You can then click any of the visible column headers to sort by that column.  A useful check is to sort by a given field such as Date in the Appointment area or Name in the Contact area and look for any oddities at the top or bottom of the list.  A date field filled in with something that is not a date or odd characters in a name field can be easily spotted using this technique.