Lexis Nexis introduced user defined record type in version 9 of Time Matters. There are multiple uses of user defined record types. These are just a few examples that come to mind:

• Parties associated with a case
• Asset form to capture individual asset information for a client for an estate planning practice
• Percentage allocation model for a particular asset
• Budget allocation

We are going to look at parties associated with a case. We defined a Name type user defined record type and called it parties.

We then customized the form to link to the contact record and grab all the pertinent information. The memo/notes area gives the user the ability to make very specific notes for that party as relate to that specific case.

Here is a screen shot of what a list of all the parties associated with the case looks like. Note how the roles of the parties are segregated into the sub tabs on the parties sub list. This gives you the flexibility of Time Matters sub lists to sort on any of the fields and search on any of the fields that are in the parties form.

The other benefit of using user defined record types is you can have access to the normal add and list buttons on the main toolbar that will show you a full list of all the parties records.

On the parties list, it is easy to view how many different cases a particular person has been associated with.