Whats involved in creating a favorites file if we don already have a similar feature in our time & billing package?
The favorites file which is pushed down to the handheld devices is meant to represent the open and active cases for each professional in the firm. Typically a query of the time and billing package is created by the firm to pull either “X” number of the most recently used client/matter combinations for each timekeeper, or alternatively all of the client/matters used by a particular timekeeper within a specified period – say the last 30 or 60 days.
