tag:blogger.com,1999:blog-242770822024-03-14T08:11:56.580-04:00TrialWorks BlogTrialWorks Case Management SoftwareTrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comBlogger62125tag:blogger.com,1999:blog-24277082.post-85124018923357329712015-05-13T15:22:00.000-04:002015-05-18T09:19:13.549-04:00TrialWorks Tip of the Week<div class="MsoNormal" style="color: #222222; font-family: 'Times New Roman', serif; font-size: 12pt; margin: 0in 0in 0.0001pt; text-align: center;">
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Last week we learned where to keep Important Dates in TrialWorks. <span style="font-size: 12pt;">Now, it’s time to remember them by adding them to Outlook. Here are a few ways how:</span><br />
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Click on the ‘Docket’ tab to access the<b> Important Dates</b> button.<u></u><u></u></div>
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Along the bottom toolbar, click ‘Date Info’<u></u><u></u></div>
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All entries can be added at once by clicking the ‘Send All Entries to Calendar’ button<u></u><u></u></div>
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To add just one deadline to the TrialWorks Docket, Outlook Task or Calendar, right click on the specific date and select to ‘Send Date to’ the appropriate source.<u></u><u></u></div>
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Once a docket or calendar item pops up, the invitation can be modified. Please note, any invitees in the case will be automatically invited.<u></u><u></u></div>
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Reports are a great way to see Important Dates for all cases. To see a Trial Calendar for a selected date range, click on the ‘Reports’ tab from the Home Ribbon and select ‘Trial’<u></u><u></u></div>
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Have you missed any of TrialWorks previous Tip of the Week or blog posts? <span style="font-size: 12pt;">Head back to </span><a href="http://trialworks.blogspot.com/" style="color: #1155cc; font-size: 12pt;" target="_blank">http://trialworks.blogspot.<wbr></wbr>com/</a><span style="font-size: 12pt;"> and check them out!</span></div>
<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-24277082.post-66909874877274711752015-05-07T12:38:00.001-04:002015-05-07T12:38:53.042-04:00TrialWorks Tip of the Week<div class="separator" style="clear: both; text-align: center;">
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Wouldn’t it be convenient to take your Scheduling Order and enter all important dates at ONCE?</div>
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Use the <b>Important Dates</b> button on the toolbar of the Docket TAB. <u></u><u></u></div>
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Head to the ‘Docket’ tab to access the<b> Important Dates</b> feature.</div>
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Along the bottom bar, click ‘Date Info’</div>
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Enter one date, or multiple dates. Create docket items, Outlook calendar entries or print a report.<u></u><u></u></div>
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Check back next week as we dive further into 'Important Dates,' and learn how to docket the entries and add them to your Outlook calendar! For previous <span class="il">Blog</span> and Tip of the Week posts from <span class="il">TrialWorks</span>, head over to <a href="http://trialworks.blogspot.com/" style="color: #1155cc;" target="_blank">http://<span class="il">trialworks</span>.blogspot.<wbr></wbr>com/</a><br />
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<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-24277082.post-85258901876146817362015-05-01T16:03:00.001-04:002015-05-01T16:03:38.350-04:00Generating Contact Lists<div class="separator" style="clear: both; text-align: center;">
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In the business
world, an effective way to manage your contacts is essential. Your system
should be quick, simple, and modifiable. Did you know there are many different
ways you can sort, create and view a contact list within TrialWorks?<o:p></o:p></div>
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Head to the <i>Reports</i>
section of the ribbon and select the <i>Contacts</i> dropdown. <o:p></o:p></div>
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<o:p> </o:p>Choose from the
following options:</div>
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<span style="font-family: "Calibri",sans-serif; font-size: 11.0pt; mso-ansi-language: EN-US; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin;">To learn the step-by-step process to generating a
client list by current case and dive deeper into exporting and modifying your
created contact lists, check the TrialWorks blog post on Monday!</span></div>
<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-2792413605295790892015-04-22T11:02:00.000-04:002015-04-22T11:39:24.730-04:00ADDING A 'QUICK NOTE' TO A CASE<br />
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To add a ‘Quick Note’ to a case, first click on the ‘Case/Retainer Info’ tab</div>
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Once you are at the ‘Case/Retainer Info’ tab, click on the “Extra info” button - along the bottom toolbar.</div>
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The ‘Extra Info’ window is where you would type in your ‘Quick Note’</div>
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Close the door and your note is automatically saved. Each time you now go in to that case, a pop-up box will appear with your ‘Quick Note.’ Think of the Quick Note feature as a virtual Post-it® note.</div>
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<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-43666701791336484222015-04-22T10:51:00.000-04:002015-04-22T10:51:16.698-04:00TrialWorks Tip of the Week: Utilizing 'Quick Note'<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgrlUycnsBNdp1dQfYWGZaV2MgzR4FlMs3cLozbbBvIGKKA2HldLcbr8e1JTGWv30vfXPCy0q1bRdVmQpJFXQ6d25jJtu1RG7qJlT9RsEj0RtN34SyeG505qqsRw_A9pUQnC2iX/s1600/unnamed.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgrlUycnsBNdp1dQfYWGZaV2MgzR4FlMs3cLozbbBvIGKKA2HldLcbr8e1JTGWv30vfXPCy0q1bRdVmQpJFXQ6d25jJtu1RG7qJlT9RsEj0RtN34SyeG505qqsRw_A9pUQnC2iX/s1600/unnamed.png" height="242" width="320" /></a></div>
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Always be reminded by creating a ‘Quick Note’ in a case.</div>
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Different from the case notes, a ‘Quick Note’ acts as a pop-up each time you select a case. You can use the ‘Quick Note’ feature as a virtual post-it note. ‘Quick Notes’ can be modified as many times as needed and each individual case has the option to add their own.</div>
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To learn how to add a ‘Quick Note’ to a case, check out the TrialWorks blog entry at http://trialworks.blogspot.com/</div>
<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-84979929022127243672015-04-15T11:11:00.000-04:002015-04-15T11:11:10.109-04:00Modifying A Canned Report<div style="text-align: center;">
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The TrialWorks Closing Statement report is a perfect example of a report that would need to be modified before presenting it to a client. To run this report, click on the ‘Current Case’ tab on the HOME ribbon. Then “Closing Statement”. Multiple closing statement report options are available. Select the appropriate report, and click “OK” to allow the report to settlement information from the settlement calculator.</div>
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Once the report has generated, the print preview menu allows for various options to edit and print.</div>
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<b>Custom Sort:</b> The custom sort, limit to category and filter features are available depending which report is run. For the Closing Statement Report, there is no need to filer based on internal firm criteria. Case list or Docket report, have the option to filter or sort by date, liability or Attorney/Support.<br />
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<b>Print:</b> Select the number of copies and print.<br />
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<b> Email: </b>Generate and send an email of the report using Excel, HTML format, or PDF formats.<br />
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<b> PDF or XPS:</b> Save and/or print to PDF or XPS formats. PHOTO 7 & PHOTO 8<br />
Word: Save in Microsoft Word format.<br />
Text File: Save a text file, which will convert the report into plain text.<br />
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<b> Size: </b>Change the size of the report by using standard Microsoft Office sizing charts. Modify to a letter sized 8 ½ x 11 to a legal size, 8 ½ x 14.<br />
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<b> Margins:</b> Customize report margins to normal, wide, narrow, or customize to a user’s liking.<br />
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<b>Setup:</b> Print the report in portrait or landscape mode. The ‘Print Data Only’ checkbox will format without any excess lines and dots, printing only the necessary text and numbers in the report.<br />
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<b> Page Setup Button:</b> Edit size, margins, page orientation, and columns.<br />
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<b>Zoom: </b>Zoom in and out to preview the report before printing.<br />
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<b>Close Print Preview:</b> Close the preview to return to TrialWorks.<br />
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<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-2423560220131959112015-04-15T11:00:00.000-04:002015-04-15T11:16:24.918-04:00TrialWorks Tip of the Week!<div align="center" class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;">
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Wish it were possible to change one of the many TrialWorks reports? As shown below, almost every report in TrialWorks can be filtered, sorted or modified.</div>
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TrialWorks ships with over 150 different types of reports. Visit the “REPORTS” menu off the Home Ribbon to select a report to use. Each report can be modified using Microsoft Word or Excel. Filter and sort the reports, print or save them, or email them straight from TrialWorks.</div>
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For a complete list of available TrialWorks Reports, click here. To dive deeper and learn more about the specific modifications that can be made to TrialWorks reports, check out the TrialWorks blog entry this week at http://trialworks.blogspot.com/</div>
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<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-7889750988190605132015-04-07T12:00:00.001-04:002015-04-07T12:00:01.578-04:00Case Summary <div align="center" class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; margin-bottom: 0.0001pt; text-align: center;">
<b><span style="font-family: Arial, sans-serif; font-size: 9.5pt;"><br /></span></b>
<b><span style="font-family: Arial, sans-serif; font-size: 9.5pt;">OVERVIEW & REPORT</span></b><span style="font-family: Arial, sans-serif; font-size: 9.5pt;"><o:p></o:p></span></div>
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<span style="font-family: Arial, sans-serif; font-size: 9.5pt;">The <b><i>Case Summary</i></b> tab is your
non-editable, one stop shop to learn anything and everything about a specific
case. Quickly view the case’s file number, relevant parties, where the case
originated from, attorneys and support on file, the Judge and what court the case
is in. Learn the detailed case facts, and any negotiations made in the case.<o:p></o:p></span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEip-v-i7ZcC_5rjI-a5kRoNiWGZ3iraMusnmgzUEsFeqTDCXOQQTIZmEmCi_2OEeblnGZlQc9RKRBzIA8S3M0hE4J-86eQWPHLT8D_jZolajlWcVSBLuBI9bH9h9YF3baPRByCk/s1600/1.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEip-v-i7ZcC_5rjI-a5kRoNiWGZ3iraMusnmgzUEsFeqTDCXOQQTIZmEmCi_2OEeblnGZlQc9RKRBzIA8S3M0hE4J-86eQWPHLT8D_jZolajlWcVSBLuBI9bH9h9YF3baPRByCk/s1600/1.png" height="145" width="400" /></a></div>
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<span style="font-family: Arial, sans-serif; font-size: 9.5pt;">In the <b><i>Case Summary</i></b> tab you can view any
other parties assigned to the case as well as who their attorney is. Easily
find insurance information such as policy numbers, claim numbers and adjuster
contact info. You can also see the current status of the case; how far along
the investigation is going, how many days they’ve been open, and when they are
set to expire. Lastly, as shown as the Tip of the Week, along the bottom is the
case summary bar’s location. Here is where the time, date and which employee
made the last modification is found.</span><br />
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<span style="color: black; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjP5AMT38POKqz2PWnsRCbRt-RTDe7fxyMYbpjIcfPqgvG_S_Ov9vL6I094mdH-LbN6cwI4DfuMUDvwX-0mJTFjDjgazcwmsa31aI37HfLsvjaT39vIDHI1QOPo8owMuMZoiYhg/s1600/2.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjP5AMT38POKqz2PWnsRCbRt-RTDe7fxyMYbpjIcfPqgvG_S_Ov9vL6I094mdH-LbN6cwI4DfuMUDvwX-0mJTFjDjgazcwmsa31aI37HfLsvjaT39vIDHI1QOPo8owMuMZoiYhg/s1600/2.png" height="115" width="400" /></a></span></div>
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<b><span style="font-family: Arial, sans-serif; font-size: 9.5pt;">RUNNING THE CASE SUMMARY REPORT</span></b><span style="font-family: Arial, sans-serif; font-size: 9.5pt;"><o:p></o:p></span></div>
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<span style="font-family: Arial, sans-serif; font-size: 9.5pt;">Select <i>Reports</i> → click <i>Case</i> →
hover over <i>Overview</i><o:p></o:p></span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi9rp0KSbij4retg542m4h9hFpP6fFd5Auzf50ZQUfhfHBNK2KxaSfYkSxzLrOVcnhIW82uvA53qAHbgOlGKcRGk2lxTAwNV80rsof3A_BjdjJtfj0e7FYVQ_lm_msZSnM7i1_m/s1600/3.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="color: black;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi9rp0KSbij4retg542m4h9hFpP6fFd5Auzf50ZQUfhfHBNK2KxaSfYkSxzLrOVcnhIW82uvA53qAHbgOlGKcRGk2lxTAwNV80rsof3A_BjdjJtfj0e7FYVQ_lm_msZSnM7i1_m/s1600/3.png" height="217" width="400" /></span></a></div>
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<span style="font-family: Arial, sans-serif; font-size: 9.5pt;">Scroll to <i>Case Summary Report</i> and click<o:p></o:p></span></div>
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<span style="color: black; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiNhNe_vkvDpLp3ePGxYSAq8HvYU5U2qtuC-xpwc3QWAV2Sdbv8wpDTU0_p0-J4nDWwyf5hKT7lGlJe0IQTbdcCXbwqHXmNbc1ou9AMzxrBqxLqzWk0z-FmD4MjqX3D2r9aJRTL/s1600/4.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiNhNe_vkvDpLp3ePGxYSAq8HvYU5U2qtuC-xpwc3QWAV2Sdbv8wpDTU0_p0-J4nDWwyf5hKT7lGlJe0IQTbdcCXbwqHXmNbc1ou9AMzxrBqxLqzWk0z-FmD4MjqX3D2r9aJRTL/s1600/4.png" height="314" width="320" /></a></span></div>
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<span style="font-family: Arial, sans-serif; font-size: 9.5pt;">You will be prompted and have the option to include any case
notes. <o:p></o:p></span></div>
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<span style="font-family: Arial, sans-serif; font-size: 9.5pt;">Your report will generate into a print preview and ultimately
look like the below report.<o:p></o:p></span></div>
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<span style="color: black; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiVYWmXlI6TCQ2lE_gsEDdfyaJcmU3dB-KhAhAFsQt7RItqXuCYaDbgPUcvsEiXHIXA9efTauVAzy29gC8DW5mK1mjwrqTOe5qz6M3FjfhNOzwqat1g8Dg9UULcJUiox4efWx4T/s1600/6.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiVYWmXlI6TCQ2lE_gsEDdfyaJcmU3dB-KhAhAFsQt7RItqXuCYaDbgPUcvsEiXHIXA9efTauVAzy29gC8DW5mK1mjwrqTOe5qz6M3FjfhNOzwqat1g8Dg9UULcJUiox4efWx4T/s1600/6.png" height="303" width="400" /></a></span></div>
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<span style="font-family: Arial, sans-serif; font-size: 9.5pt;">Ever wonder if this, or any other canned report can be modified?
Check back next week for another installment of our <i><a href="http://trialworks.blogspot.com/" target="_blank">blog</a></i> and <i>Tip
of the Week</i> by TrialWorks.<o:p></o:p></span></div>
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<span style="font-family: Arial, sans-serif; font-size: 9.5pt;">Have a suggestion or topic you’d like to see featured? Let us
know! Email <a href="mailto:scheduling@trialworks.com" target="_blank">scheduling@trialworks.com</a> with the
subject line: ‘Tip of the Week!’</span></div>
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<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-8882771745035035582015-04-01T12:12:00.000-04:002015-04-01T12:12:11.987-04:00HOW TO SWITCH BETWEEN CASES AND HOW TO SEARCH FOR CASES<br />
1. To find a case quickly in your TrialWorks, click on the Case Name and start typing the name of the matter.<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi2-8YDxebsyULAjHNfPBbbVL40Uw466H5byCItGQgOND1i2w6reSrrp8yb8N08AaOrL4E91gpBDiIJHi-_J7kHxDaQMRXeEToUhy1zmj3-uFFSoubTn73mb67maGR8EIOT508w/s1600/unnamed+(3).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi2-8YDxebsyULAjHNfPBbbVL40Uw466H5byCItGQgOND1i2w6reSrrp8yb8N08AaOrL4E91gpBDiIJHi-_J7kHxDaQMRXeEToUhy1zmj3-uFFSoubTn73mb67maGR8EIOT508w/s1600/unnamed+(3).png" height="60" width="400" /></a></div>
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2. If you are unsure, you can always click the drop down arrow and scroll through.<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhj7_n9QVrUcjO3mORb39jiJMbmKaYiByJEQhSt8tv1vqvD9N0AXronhidoWAgnUbppryFC69JwYJYoFHCZw48_WLAkXDjWzOq4HdOUOtP_JP_fq2SVLaQ6ueJvdBI-BCUnVUtl/s1600/unnamed+2.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhj7_n9QVrUcjO3mORb39jiJMbmKaYiByJEQhSt8tv1vqvD9N0AXronhidoWAgnUbppryFC69JwYJYoFHCZw48_WLAkXDjWzOq4HdOUOtP_JP_fq2SVLaQ6ueJvdBI-BCUnVUtl/s1600/unnamed+2.png" height="155" width="400" /></a></div>
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3. Or, if you are unsure, you can always click the drop down arrow and scroll through.<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgh3cgua9a7oOwedvUllbRg5ykEVNZb38rUmctNeGspGkGHMXEpfvbFpnukGAvDaUtq4YyXc3EPjISNC8inZ4WGfZXgili07NhdxsBxAHrXC4J3LU5TSp7mdytkoesfiSXHiPMr/s1600/3.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgh3cgua9a7oOwedvUllbRg5ykEVNZb38rUmctNeGspGkGHMXEpfvbFpnukGAvDaUtq4YyXc3EPjISNC8inZ4WGfZXgili07NhdxsBxAHrXC4J3LU5TSp7mdytkoesfiSXHiPMr/s1600/3.png" height="62" width="400" /></a></div>
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Click the radio button that corresponds to the information you are searching for. Type that data in the search text box and click search.<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiwTZSgCJ4lGvw28DgFNyV1nx2VDtA25FyLWfBAcIhi66A0QKJkiYa12j90WPiKDQbtkrdHFj024SPsAVRQ2UeEvfKlCLf6JGg2g8d9Eqypnz3yljfCAOQUrylpMAa8BssLM5CG/s1600/4.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiwTZSgCJ4lGvw28DgFNyV1nx2VDtA25FyLWfBAcIhi66A0QKJkiYa12j90WPiKDQbtkrdHFj024SPsAVRQ2UeEvfKlCLf6JGg2g8d9Eqypnz3yljfCAOQUrylpMAa8BssLM5CG/s1600/4.png" height="381" width="400" /></a></div>
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A list of cases that match search criteria will be provided. This is a great way to quickly determine who to pass a call in the office to, the cases status, or see which atty/support is assigned to a case. To access that case, just double click on the case name<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi5kp_WZw3yLGDdgqo444KdNFPGUvKh4lx5dvLQngJhW9AJfGcG-MK8YQxJZmCFxPt3QNL8y0W5uoS6tUe7khWgNmNEgj2Fxf0GeGp814odN9Luea8KIIyOht3Hls4lYExJzCkt/s1600/5.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi5kp_WZw3yLGDdgqo444KdNFPGUvKh4lx5dvLQngJhW9AJfGcG-MK8YQxJZmCFxPt3QNL8y0W5uoS6tUe7khWgNmNEgj2Fxf0GeGp814odN9Luea8KIIyOht3Hls4lYExJzCkt/s1600/5.png" height="295" width="400" /></a></div>
<br /><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-48929163271865323742015-04-01T09:56:00.001-04:002015-04-02T11:24:43.379-04:00TrialWorks Tip Of The Week!<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3PUkSj40wLStSfoNCxxRD8iWfzbeWIcVUQaT5XyT0gvzyNPu70L0wqlewKMM4bPeYjiXaxXvIcYwBN7FDyxlWa8VX3y5BOguDs1soCbXKGh7Qb0n24FyreC1pouSCYkXp4R5v/s1600/unnamed.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3PUkSj40wLStSfoNCxxRD8iWfzbeWIcVUQaT5XyT0gvzyNPu70L0wqlewKMM4bPeYjiXaxXvIcYwBN7FDyxlWa8VX3y5BOguDs1soCbXKGh7Qb0n24FyreC1pouSCYkXp4R5v/s1600/unnamed.png" height="302" width="400" /></a></div>
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<span style="font-family: inherit;">Have you had to quickly determine who to pass a call in the office to? Or figure out which case a particular person is calling about? The “<i>Case Search</i><i>”</i> feature allows you to quickly search your entire TrialWorks database using a variety of search options. From contact information, including a person’s first name, last name, or company to searching with more detail using a contact’s social security number or property address. It’s all here. To run a case search, simply click the magnifying glass icon directly to the right of the case name.</span></div>
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<span style="font-family: inherit;"> As shown below, a list of cases that match your search criteria will be provided – once you’ve found the right one, just double click to jump into the case!</span></div>
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<span style="color: #222222; font-family: Calibri, sans-serif; text-align: start;">For more information on the Case Search function as well as few other tips to help search a case, check out this week’s blog entry at <a href="http://trialworks.blogspot.com/">TrialWorks.blogspot.com</a></span></div>
<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-24526336068780538742010-10-05T16:34:00.001-04:002010-10-05T16:34:03.936-04:00Internal E-Mail Button: Comprehensive Review of Attachment Problem.<div class=WordSection1><p class=MsoNormal>Since August we have observed a series of issues affecting the ability to send documents using the "Internal E-Mail" button from TrialWorks. This e-mail/blog is re-stating some of the known items as well as introduces the impacts of Microsoft Exchange on the issue. This article summarizes existing information and introduces new sources of conflict into the mix.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b>PROBLEM:<o:p></o:p></b></p><p class=MsoNormal>When users send links via the "Internal E-Mail" button, or any other operation that performs the same function, the recipients may see the following behaviors:<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l1 level1 lfo1'><![if !supportLists]><span style='font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]>Missing attachment and message "<i>Outlook blocked access to the following potentially unsafe attachments:<filename>".</i><o:p></o:p></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l1 level1 lfo1'><![if !supportLists]><span style='font-family:Symbol'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]>Present attachment with a failed open attempt that reads: "<i>Operation Failed". </i>This specific cause must be confirmed as the issue by attempting to open the sent message from the TrialWorks E-Mail Tab, and then opening the attachment. If the e-mail from the e-mail tab lists the error in bullet-1, than the problem is relevant to this article. Outlook "<i>Operation Failed" </i>messages have many other causes.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b>CAUSES & OPTIONS</b>:<o:p></o:p></p><p class=MsoNormal>The causes of this issue include four scenarios:<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>1.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]><b>Client-Side Microsoft Updates.</b> Updates labeled KB980373 for Microsoft Outlook 2003, and labeled as KB980376 for Microsoft Outlook 2007. They can be manually removed from the affected computers, and blocked from being reintroduced. In addition, the referenced articles provide "<i>alternative solutions</i>" such as modifying the registry. However, the remaining causes outlined will influence the success of any operation.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>2.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]><b>More Client-Side Microsoft Updates.</b> Microsoft Outlook Security Updates that prevent access to "shortcut" attachments. Updates labeled as KB2293428 for Outlook 2003, and KB2288953 Outlook 2007. Removing these items, in conjunction with Cause #1, may resolve the issue unless the remaining factors listed here are present. <o:p></o:p></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>3.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]><b>Microsoft Outlook 2010</b>. The 2010 version of Outlook natively blocks shortcuts to network files. The Microsoft documentation indicates that Outlook 2010 is not affected by the updates, which is technically true. Outlook 2010 prevents access to those files. However, the <i>"alternative solution"</i> registry edits published by Microsoft may overcome the security issues if Exchange 2007 or lower is present.<o:p></o:p></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l2 level1 lfo3'><![if !supportLists]><span style='mso-list:Ignore'>4.<span style='font:7.0pt "Times New Roman"'> </span></span><![endif]><b>Exchange 2010 Mailbox Store</b>. Adds additional complexity to the situation, as mailboxes which use Outlook 2007/2010 remain restricted from opening shortcut attachments. In these cases, the "<i>operation failed"</i> messages are more common.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b>TRIALWORKS UPGRADE 10.08E</b>.<o:p></o:p></p><p class=MsoNormal>TrialWorks 10.08e was designed to address Cause #1 in this article. In many cases, it works through Cause #2 & #3. The upgrade manually adjusts the registry settings to permit the "newly disallowed" attachments in Outlook 2003 and 2007. However, Outlook 2010's native behavior is questionable. In some cases, the registry edits work and no further steps are necessary. The upgrade does not address these issues under Exchange 2010; the root security settings responsible for the restriction are currently being examined. We currently do not have a recommendation for making changes to your Exchange environment.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b>FUTURE DEVELOPMENT</b>.<o:p></o:p></p><p class=MsoNormal>The update and registry edit are temporary solutions. Our development team is working aggressively to re-develop the attachment system in ways that are more compliant with new Microsoft security recommendations for Outlook and Exchange. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>-KJ<o:p></o:p></p></div><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-88812834737168464922010-09-16T15:25:00.000-04:002010-09-16T15:30:13.143-04:00New round of MS Updates blocks shortcut links again<div class=WordSection1><p class=MsoNormal>New round of updates blocks shortcut links again:<o:p></o:p></p><p class=MsoNormal><a href="http://www.microsoft.com/technet/security/bulletin/ms10-064.mspx">http://www.microsoft.com/technet/security/bulletin/ms10-064.mspx</a><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>KB2293428 Outlook 2003<o:p></o:p></p><p class=MsoNormal>KB2288953 Outlook 2007<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>These updates will install even if the previous updates have been affirmatively blocked. Please see our previous post for more details about how security updates block shortcut links and what to do about it:<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>http://trialworks.blogspot.com/2010/07/internal-email-and-fileit-links-are.html<o:p></o:p></p></div><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-32486514791173891322010-07-14T18:20:00.004-04:002010-07-21T11:40:26.365-04:00Internal Email and FileIt Links are blocked by Outlook after Office Update<div class="WordSection1"><p class="MsoNormal">After this week's Office Update users have began to report problems opening links sent from TrialWorks. These links, sometimes believed to be attachments, are generated using FileIT and the "Internal Email" button. The actual links are blocked on computers running Outlook XP (2002), Outlook 2003, Outlook 2007, and Outlook 2010. <o:p></o:p></p><p class="MsoNormal"><o:p></o:p></p><p class="MsoNormal"><span style="font-weight: bold;">Users see the following:</span><o:p></o:p></p><p class="MsoNormal"></p><blockquote>Outlook blocked access to the following potentially unsafe attachments: filename.</blockquote><o:p></o:p><p></p><p class="MsoNormal"><o:p></o:p></p><p class="MsoNormal"><span style="font-weight: bold;">From </span><a style="font-weight: bold;" href="http://support.microsoft.com/kb/2271150/en-US/">http://support.microsoft.com/kb/2271150/en-US/</a><o:p></o:p></p><p class="MsoNormal"></p><blockquote>"The attachments that are affected by this issue are fairly uncommon. They are typically created by custom solutions by using Extended MAPI or the Outlook object model to add functionality to a Microsoft Exchange mailbox or to a local set of Outlook folders."</blockquote><o:p></o:p><p></p><p class="MsoNormal"><o:p></o:p></p><p class="MsoNormal"><b>WORK AROUND:<o:p></o:p></b></p><p class="MsoNormal">Currently only fix is to remove the referenced update. You will need to:<o:p></o:p></p><ul><li>Go to Control Panel, Add/Remove Programs OR Control Panel, Programs and Features<br /></li></ul><blockquote>(Office 2003) Locate the office update "Outlook Security Update.... KB980373"<br />(Office 2007) Locate the office update "Outlook Security Update.... KB980376"</blockquote><ul><li>Remove It</li></ul><p style="text-indent: -0.25in;" class="MsoListParagraph"><br /><o:p></o:p></p><p class="MsoNormal"><o:p></o:p></p><p class="MsoNormal"><o:p></o:p></p><p class="MsoNormal"><b>ADDITIONAL NOTES:<o:p></o:p></b></p><p class="MsoNormal">This issue occurs because, by default, Outlook 2010 does not allow linked file attachments to be opened. <o:p></o:p></p>Also, a July 2010 security update <a href="http://www.microsoft.com/technet/security/bulletin/MS10-045.mspx">http://www.microsoft.com/technet/security/bulletin/MS10-045.mspx</a> made a change to: <o:p></o:p><br /><ul><li>Outlook 2002, <a href="http://support.microsoft.com/kb/980371">http://support.microsoft.com/kb/980371</a><o:p></o:p></li></ul><ul><li>Outlook 2003, <a href="http://support.microsoft.com/kb/980373">http://support.microsoft.com/kb/980373</a></li></ul><ul><li>and Outlook 2007 <a href="http://support.microsoft.com/kb/980376">http://support.microsoft.com/kb/980376</a> to include this behavior. <o:p></o:p></li></ul><br /><p class="MsoNormal"><o:p></o:p></p><br /><p class="MsoNormal"><span style="color: rgb(31, 73, 125);">-KJ</span><o:p></o:p></p><br /></div><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-6092526730479041502010-06-22T08:26:00.006-04:002010-06-22T10:48:42.820-04:00Check Your Backups!When your business depends on computers, you use them to store data. That data (information, documents, emails, pictures, etc) belongs to you, and losing it would be disastrous. If you have a server environment, you also need to protect the network structure, which complicates your backup and recovery plans. In most cases, copying files is not enough - so you run some special software.<br /><br />The only way to make sure that your data is protected is to take ownership over the backups. Believing that the backups are running without your <span style="font-weight: bold;">direct</span> involvement is short of delusional. If you are a principal of a business, it is your job to make sure your data is safe. Here are some methods for verifying your backups:<br /><br /><ul><li><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb1DnITNDyGfpnnDSMA186jAtoQ2hDAcRCy6jFhP7WZGyqII90J8TGid8PB46XVo1_NQmXRg6WITn1gh7Uf6DtaTEikFDx4aaH1ExQ44mEOmFZ1aISt3_DbX07yYP8kGhr4O0Z/s1600/Screen+shot+2010-06-22+at+9.25.58+AM.png"><img style="margin: 0pt 0pt 10px 10px; float: right; cursor: pointer; width: 320px; height: 136px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb1DnITNDyGfpnnDSMA186jAtoQ2hDAcRCy6jFhP7WZGyqII90J8TGid8PB46XVo1_NQmXRg6WITn1gh7Uf6DtaTEikFDx4aaH1ExQ44mEOmFZ1aISt3_DbX07yYP8kGhr4O0Z/s320/Screen+shot+2010-06-22+at+9.25.58+AM.png" alt="" id="BLOGGER_PHOTO_ID_5485589172148881186" border="0" /></a>ShadowProtect: Most agree it is the best imaging software on the market. It is also extremely easy to use. More important, it has superior restore capabilities, but only if your backup sets are present.<br /><br /><ol><li>Log-on to your server</li><li>Launch ShadowProtect</li><li>Click the Backup History Tab</li><li>Scroll to the bottom. There should be backups in the last 24 hours with a "COMPLETED" status. <span style="font-weight: bold;">Yellow or Red icons are BAD!</span></li><li>Re-check to make sure all volumes (C:\, and/or D:\, and/or E:\ etc have a log entry).<br /><br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2y7bU3n0jK2NrFJbgAYXp0MT0lkMlidW8p8H7TZWbd2qHlZ7H0n5I0ksr4kTH-mV-uUXzNtiwFYHsj89kSPeXI7oUC8OlmZdoB82t2mT_W2_TPLEyQnOmopO7ycWQE786pTde/s1600/Screen+shot+2010-06-22+at+9.26.20+AM.png"><img style="margin: 0pt 0pt 10px 10px; float: right; cursor: pointer; width: 320px; height: 127px;" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2y7bU3n0jK2NrFJbgAYXp0MT0lkMlidW8p8H7TZWbd2qHlZ7H0n5I0ksr4kTH-mV-uUXzNtiwFYHsj89kSPeXI7oUC8OlmZdoB82t2mT_W2_TPLEyQnOmopO7ycWQE786pTde/s320/Screen+shot+2010-06-22+at+9.26.20+AM.png" alt="" id="BLOGGER_PHOTO_ID_5485588988914918786" border="0" /></a><span style="font-weight: bold;">Every WEEK you should perform a manual backup you will take off-site using a Scheduled/Manual jobs that should be pre-configured:</span><br /><br /></li><li>Log-on to the server</li><li>Pause the Scheduled Job</li><li>Execute the MANUAL job to a different destination.</li><li>Verify it completes</li><li>Un-Pause the Scheduled Job.<br /><br /></li></ol></li><li>Windows Small Business Server Backup: the free option. You get what you pay for. In this case, restoring data - in a disaster - can be cumbersome. Exchange Server restores are additionally complex. Regardless, it is still a backup.<br /><br /><ol><li>Log-on to server</li><li>Open Server Manager or the Windows SBS Console</li><li>Click on Backup</li><li>View Backup History. You have two choices, SUCCESS or FAILED. <span style="font-weight: bold;">FAILED is BAD.<br /><br /></span></li></ol></li><li><span style="font-weight: bold;">Lastly, it is not enough to just look at the logs. Proper backup procedures involve RESTORING files to verify everything works. Monthly, or quarterly, you should restore a file from your backup. You can do this by yourself or with your IT on the phone, but get it done.<br /></span></li></ul><br />In the end, backups are not self-maintaining. You can pay for these services, but ultimately your best bet is to spend 1 hour of your time learning about them and a few minutes a month making sure they work. Computers, servers, storage systems, etc... ultimately fail: it is never a question of "if", but rather "when". Do not put it off, do not delegate it out, take ownership of it - after all, this is your business.<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-51500252303353241492010-02-22T16:40:00.003-05:002010-02-22T16:50:42.627-05:00Sophos finds Windows 7 UAC is largely ineffectiveSophos Labs, the threat testing division of Sophos, has recently reviewed the effectiveness of UAC (User Account Control) in Windows 7 in protecting against viruses, trojans, and worms. Their tests showed that some of the most potent viruses will break through the UAC.<br /><br />The results of this study suggest that UAC offers little protection for your computer and you still need a good anti-virus to protect your system. TrialWorks began using Sophos products last summer and we have been thrilled with their effectiveness.<br /><br />Most of our sites, that are managed by our networking team, operate the Sophos Security Suite for SMB. <a href="http://www.sophos.com/products/small-business/sophos-security-suite/">http://www.sophos.com/products/small-business/sophos-security-suite/</a> . It offers in depth messaging protection, anti-spam, anti-virus, application control, and firewall. We have been especially pleased with how well the anti-spam systems work.<br /><br />In addition to deploying Sophos at our client sites, we also completed an extensive roll-out of Sophos on our own networks. Our environment is far more complex and includes dozens of servers. We are pleased not only with how easy it is to deploy and manage, but also how well it interacts with our virtual infrastructure.<br /><br /><a href="http://www.sophos.com/blogs/chetw/g/2009/11/03/windows-7-vulnerable-8-10-viruses/">http://www.sophos.com/blogs/chetw/g/2009/11/03/windows-7-vulnerable-8-10-viruses/</a><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-2047286963397543622010-02-22T16:26:00.002-05:002010-02-22T16:29:24.244-05:00BlackBerry Internet Services and "Cannot connect to email server or invalid server name"I just had to setup BIS for a customer and had a few problems. Proved to be a valuable learning experience.<br /><br />When setting up BIS there is basically one error it will give, "Cannot connect to email server or invalid server name"<br /><br />This error, however, can mean several different things.<br /><br />Invalid address: check your address, it's generally https://mail.domain.com/exchange (for 2003) or /owa for exchange 2007.<br /><br />Invalid logon name: it is generally DOMAIN\UserName<br /><br />Invalid Mailbox name: this one is tricky... It's generally the same as user name, not necessarily what you find in System Manager. It has to be exact match to active directory. This setting is what got me today.<br /><br />Email address must match the server address. So if you try to use karl@domain111.com when the server address is https://mail.domain222.com; it will fail.<br /><br />Oh, and last but not least, invalid password.<div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-62138847288018341942009-04-17T13:46:00.000-04:002009-04-17T13:48:02.623-04:00Follow our system upgrades on TWITTER<DIV><SPAN class=457404117-17042009><FONT face=Arial size=2>Weekends in April and May will involve large changes to our infrastructure. We will be expanding our virtualized environment, building out our storage and redundancy, and expanding systems. While we do this, there will be some scheduled downtime. Aside from e-mails with pre-planned outages, you can follow our up-to-date system maintenance on Twitter; <A href="http://twitter.com/trialworks">http://twitter.com/trialworks</A> .</FONT></SPAN></DIV> <DIV><SPAN class=457404117-17042009></SPAN> </DIV> <DIV><SPAN class=457404117-17042009><FONT face=Arial size=2>-kj</FONT> </SPAN></DIV><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-87125746024443433292009-04-17T13:39:00.001-04:002009-04-17T13:40:40.621-04:00TrialWorks HYBRIDTrialWorks Hybrid is the next generation of our law office case management software. The new platform utilizes Microsoft Office 2007 infrastructure to deliver advanced functionality and a better user experience. Although many of our advancements affect the overall function of TrialWorks, there are some interface changes; most noteworthy is the addition of the RIBBON navigation structure prominent in all Microsoft Office 2007 products.<br /><br /><ol><li><strong>What are the minimum requirements to run TrialWorks Hybrid?</strong><br /> <br /> Machines must have a minimum of 512 MB RAM, a P4 or higher CPU, and 200MB disk-space locally to install TrialWorks Hybrid. Some machines may have 512MB with some fraction dedicated to video. These machines will FAIL the pre-requisites checks and will not be able to continue the installation. <strong> This is why our MINIMUM REQUIREMENT IS ACTUALLY 1024MB RAM or 1.00GB.</strong> Performance depends on the amount of free memory available and the load on the system, we recommend at least 2GB RAM. <br /> <br /> The machine must also be Windows XP Professional, Windows VISTA Business/Ultimate, or Windows Server 2003/2008. TrialWorks Hybrid has been successfully tested in both 32bit and 64bit environments but 64bit compatibility has not been finalized.<br /> <br /> The minimum screen resolution supported by TrialWorks Hybrid is 1024x768.<br /> <br /> <br /> <br /> </li><li><strong>Do I need Microsoft Office 2007?</strong><br /> <br /> You do not need Office 2007 to run TrialWorks HYBRID; this version is backwards compatible with Microsoft Office 2003. Please note that Office 2000/2002 releases are not supported. <br /> <br /> </li><li><strong>What makes TrialWorks Hybrid so different?<br /> <br /> </strong>The biggest difference is in the change from Microsoft Access 2002 Runtime to Access 2007 Runtime, which gives TrialWorks many new possibilities in managing your case information. Additionally, the installation routines have been completely redone making deployment and upgrades simpler than before on workstations and terminal servers.<br /> <br /> </li><li><strong>Can we run TrialWorks Version 9 and Hybrid on the same system?<br /> <br /> </strong>No, the two products will not co-exist on the same machine due to the change in Access Runtime.<br /> <br /> </li><li><strong>Can we run TrialWorks Version 9 and Hybrid on the same network?</strong><br /> <br /> No, TrialWorks Hybrid requires a database upgrade which forces all clients to obtain the latest release. </li></ol><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-55571943685678578882009-01-07T12:05:00.000-05:002009-01-07T12:10:29.621-05:00Export Public Folder Calendar Items to a Microsoft Exchange Resource Mailbox Calendar Folder<DIV><FONT face=Arial size=2><SPAN class=974182016-07012009>You may know this but exporting/copying/moving Public Folder Calendar Items to anything else can be tricky. Some items move no problem but anything that is TENTATIVE will not move. So, today we devised a routine that seems to do the trick.</SPAN></FONT></DIV> <UL> <LI><FONT face=Arial size=2><SPAN class=974182016-07012009>Open the source public folder in Category View > </SPAN></FONT></LI> <LI><FONT face=Arial size=2><SPAN class=974182016-07012009>Open the Field Chooser and Add all fields you may need. If its not on the screen you'll loose it.</SPAN></FONT></LI> <LI><FONT face=Arial size=2><SPAN class=974182016-07012009>Select all, and Copy the whole "table"</SPAN></FONT></LI> <LI><FONT face=Arial size=2><SPAN class=974182016-07012009>Open Excel, Paste </SPAN></FONT></LI> <LI><FONT face=Arial size=2><SPAN class=974182016-07012009>Create new columns after Start and End.. Basically insert a blank column after the START field and after the END field. You need to break down those columns into one that's only DATE and the other that's only TIME.</SPAN></FONT></LI> <LI><FONT face=Arial size=2><SPAN class=974182016-07012009>Do column to text split using fixed width of 10 chars and spilt START and END columns into Start Date and Start Time and End Date and End Time.</SPAN></FONT></LI> <LI><FONT face=Arial size=2><SPAN class=974182016-07012009>Define a Named Range, this is critical for Outlook to use it. This varies in versions of excel, in Excel 07 its under FORMULAS. In older versions its under INSERT. </SPAN></FONT></LI> <LI><FONT face=Arial size=2><SPAN class=974182016-07012009>Save and close</SPAN></FONT></LI> <LI><FONT face=Arial size=2><SPAN class=974182016-07012009>Import excel to calendar, be sure to map fields! </SPAN></FONT></LI></UL> <DIV><FONT face=Arial size=2></FONT> </DIV> <DIV><FONT face=Arial size=2></FONT> </DIV> <DIV><SPAN class=974182016-07012009><FONT face=Arial size=2>-Karl J</FONT></SPAN></DIV><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-66330711466175133062008-09-03T12:43:00.002-04:002008-09-03T12:52:58.349-04:00Offsite backups the new standard in data safety<div dir="ltr" align="left"><p class="MsoNormal"><b><span style="font-size:14;"><?xml:namespace prefix = o /><o:p></o:p></span></b></p><p class="MsoNormal">With a seemingly endless string of storms coming this hurricane season, companies are reevaluating their backup procedures. Losing hardware is unpleasant but manageable; losing data can be devastating. Until this year, offsite storage costs and bandwidth limitations made such solutions expensive, often forcing companies to choose between onsite backups (such as an external hard drive) and offsite (remote online backups), or even to eschew automatic backups altogether in favor of manually copying files to another computer or drive. <span style="font-size:12;"><o:p></o:p></span></p><p class="MsoNormal"><o:p></o:p></p><p class="MsoNormal"><b>Trialworks partners with MozyPro to bring you secure offsite backups: <o:p></o:p></b></p><p class="MsoNormal">Costs have come down so much for both onsite and offsite backups that it has become quite affordable to build a robust backup solution for your organization. Trialworks is now able to offer you secure offsite backups for as little as $7/month plus .50/gigabyte of storage. This is a ‘set it and forget it’ backup system that automatically encrypts your precious data and uploads it to secure offsite servers. After the initial backup, it will only upload your changes, which means that its server overhead is negligible. It can be set to back up your entire server, just your TrialWorks files, or anything in between to create the best balance between cost and coverage. MozyPro offsite backup is simple, automatic, and secure, which is why companies like <a href="http://redmondmag.com/news/article.asp?EditorialsID=8483">GE</a> rely on it to keep their data safe. <o:p></o:p></p><p class="MsoNormal"><o:p></o:p></p><p class="MsoNormal"><b>The best of both worlds:<o:p></o:p></b></p><p class="MsoNormal">This system can either be used alone or in addition to other solutions such as ShadowProtect (which is the standard for onsite imaging backup to an external hard drive) to ensure that your data is backed up no matter what happens with weather, power outages, fire, or theft. The previous gold standard for data safety involved using ShadowProtect with two external hard drives, one that was always plugged in and one stored offsite but brought in every week. By combining MozyPro with an onsite solution, it is possible to have the best of both worlds and eliminate the need to take a drive home. You can have the security of an offsite backup that is impervious to natural disasters and the speed of a local backup in the event of a server crash. <o:p></o:p></p><p class="MsoNormal"><o:p></o:p></p><p class="MsoNormal"><o:p></o:p></p><p class="MsoNormal"><span class="595434216-03092008"><span style="font-family:Arial;font-size:85%;color:#0000ff;">/Author: Chad M.</span></span></p><br /><p class="MsoNormal"><o:p></o:p></p><p class="MsoNormal"><o:p></o:p></p></div><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-57370717187631529862008-08-21T16:27:00.000-04:002008-08-21T16:28:45.926-04:00Time to Upgrade Network Security<DIV><FONT face=Arial size=2><SPAN class=741023414-20082008>I have taken a more relaxed approach to internet gateways over the years, because most basic routers did a descent job at keeping our typical customers connected. Most network admins frown at the idea of using a "home" router, such as a Linksys or a D-Link, for an internet gateway in an office; however, for practical purposes and cost savings they have been sufficient. Many small offices rarely had needs/demands for routers that are more advanced, especially when the price-tag went from a $100 to a $1000. </SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008>Times have changed, and home routers are no longer a good option. Primarily because new threats are rampant across the internet and are constantly infecting new targets. We are seeing a trend of infections that are not stopped by anti-virus and regular routers alone; it is finally time to pull out the big guns.</SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008><STRONG>Background:</STRONG></SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008>The viruses/threats I am referring to are forms of malware/adware/extorsionware/spyware/etc that are generally installed by the user - unknowingly. No matter what anti-virus your un (TrendMicro/Kaspersky/Norton/McAffee/AVG/etc) most cannot stop and clean the infections because they are user initiated. They can alert and try to contain them, but generally it is too late. The result is a few hours in billable time spent on clean-up.</SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008><STRONG>What is different now?<BR></STRONG>New threats, like the XP Antivirus 2008, will hurt your organization with just one infection. Once a user - inadvertently - installs the malicious program it will begin spamming. Whether you catch it immediately or not, the software will get a chance to broadcast spam messages which WILL be intercepted by spam traps. Spam traps are designed to weed out distributors of spam and stop their mail-servers from delivering mail. As a result, your mail server will become blacklisted within 24 hours and your office communications with the rest of the world will be crippled. After the infection is contained you will be able to de-list but it is a manual process and can take up to 7 days to complete with some spam-lists. </SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008><STRONG>What can I do about it?</STRONG></SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008>In my view it is no longer an option to risk exposing a network to such threats. Each outbreak can easily cost a firm $375 (3 hours at $125) of networking time to resolve. The key to stopping these from spreading is to intercept the malicious code at the internet gateway, and prevent the packets from ever reaching computers inside. Business-class routers with deep packet inspection can do just that. Your existing antivirus is still important, but it will not handle these threats effectively. </SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008><STRONG>Business-class routers/Deep Packet Inspection?</STRONG></SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008>They are popular and come in all sorts of prices and flavors. My approach is simple: affordable and complete protection. For me, this means a SonicWall TZ190 TotalSecure. They are easy to deploy, cost $995 with a 1 year subscription and $295 each year after that in maintenance. They will check traffic as it flows into your network and stop packets with malicious code before reaching your computers. However, if you have more than 25 users, you will need a bigger router, the TZ190's will be working hard to keep your office safe, and going past 25 users will slow them down drastically. </SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008><STRONG>What should I do now?</STRONG></SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008>You saved about $1000 a few years ago by buying a basic router. Hopefully that $1000 helped you do other things, maybe even made some cash for you in the process. Now it is time to invest it into some hardware. Odds are you will surrender a chunk of it to a malware infection; get a head start and buy something tangible with it. Give us a call today and we'll order, configure, and deliver your network security appliance. </SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=741023414-20082008><STRONG>Additional info about the TZ190 TotalSecure:<BR></STRONG>The TZ190 TotalSecure is a series of routers with new SKU's for almost ever year they have been around. We currently offer the latest release of the product. </SPAN></FONT><FONT face=Arial size=2><SPAN class=741023414-20082008>The all-in-one solutions remove the complexity associated with choosing between a host of point products and add-on services by integrating everything you need into a convenient, affordable package.</SPAN></FONT></DIV><FONT><SPAN class=741023414-20082008> <DIV><BR><FONT face=Arial size=2>SonicWall TotalSecure combines a high-performance deep packet inspection firewall and dynamic security services to keep your network safe from viruses, spyware, worms, Trojans and more. Even before new threats are identified, TotalSecure solutions are automatically updated with signatures that stop attacks before they can enter your network, ensuring around-the clock protection.</FONT></DIV> <DIV><FONT face=Arial size=2></FONT> </DIV><FONT face=Arial><FONT size=2><SPAN class=741023414-20082008>T</SPAN>he SonicWall TotalSecure 3G Wireless is a complete high-performance network security platform delivering multi-threat protection and secure 3G broadband network access in an easy-to-use, low cost solution. Combining a deep packet inspection firewall, integrated gateway anti-virus, anti-spyware, intrusion prevention, content filtering and 802.11b/g Wireless LAN access along with type II PC card based 3G wireless broadband support, the TotalSecure 3G Wireless delivers comprehensive security for wired and wireless networks. The foundation of the TotalSecure 3G Wireless is the TZ 190 Wireless which enables organizations to establish secure 3G wireless broadband network access instantly without the need for a fixed Internet connection.<BR><BR>Included with the TotalSecure 3G Wireless is a SonicWall deep packet inspection network security appliance, a one-year subscription to SonicWall Gateway Anti-Virus, Anti-Spyware and Intrusion Prevention Service, a one-year subscription to SonicWall Content Filtering Service Standard Edition, a one-year subscription to SonicWall Dynamic Support 24x7 and a license to use Sonic Wall's ViewPoint reporting software.</FONT></FONT> <DIV><FONT face=Arial size=2></FONT> </DIV> <DIV><FONT face=Arial size=2></FONT> </DIV> <DIV><SPAN class=741023414-20082008><FONT face=Arial size=2>Written by Karl J. </FONT></SPAN></SPAN></FONT></DIV><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-1524633365074321862008-07-18T12:20:00.000-04:002008-07-18T12:24:36.413-04:00iPhone 2.0 (3g), iTouch (iPod) 2.0, and Microsoft Exchange!<DIV><FONT face=Arial size=2><SPAN class=618511216-18072008>Last year none of us were thrilled with the iPhone because of its poor Exchange integration. We've completed all of our testing this week and find that iPhone 2.0 and iTouch 2.0 are a fantastic improvement. If you can get past the on-screen keyboard and willing to stick with ATT for your cellular needs, the iPhone is a good alternative to Windows Mobile and BlackBerry.</SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=618511216-18072008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=618511216-18072008><STRONG>iPhone 2.0: </STRONG>Assuming you are running Exchange 2003 Service Pack 2 AND you have the HTTPS functions enabled (you do if you previously used a Windows Mobile phone) setup is a breeze. Just go to Settings > Mail, Contacts, Calendars > Add Account > Microsoft Exchange. Specify your email address, domain\username, and password and have it do the rest. The iPhone will automatically download and install the SSL Security Certificate. Should it fail, you will be given an option to specify the MS Exchange Server address, which has to be the public address to your network; typically it appears as "mail.yourdomainname.com". The phone will do the rest, but you might need to tell it to synch your calendar and also adjust preferences. </SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=618511216-18072008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=618511216-18072008><STRONG>iTouch/iPod</STRONG>: First you need to use iTunes and buy/download the 2.0 software for $9.95. Once you acquire the 220 MB file and install it the iPod will synch. Be prepared to loose all your data, so be sure to back it up before then. The rest of the setup is just as easy as the iPhone. Go to Settings > Mail, Contacts, Calendars > Add Account > Microsoft Exchange. Specify your email address, domain\username, and password and have it do the rest. The iPhone will automatically download and install the SSL Security Certificate. Should it fail, you will be given an option to specify the MS Exchange Server address, which has to be the public address to your network; typically it appears as "mail.yourdomainname.com". The phone will do the rest, but you might need to tell it to synch your calendar and also adjust preferences. </SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=618511216-18072008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=618511216-18072008>If you need help, give our tech team a call.</SPAN></FONT></DIV> <DIV><FONT face=Arial size=2><SPAN class=618511216-18072008></SPAN></FONT> </DIV> <DIV><FONT face=Arial size=2><SPAN class=618511216-18072008>-Karl J.</SPAN></FONT></DIV><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-88237349809870377722008-06-18T10:15:00.000-04:002008-06-18T10:17:34.938-04:00Unblocking your mail server from AT&T, BellSouth, SBCGlobal<DIV><SPAN class=580210714-18062008><FONT face=Arial size=2>We have seen a large increase of blocking of email servers done by AT&T since they took over BellSouth and SBCGlobal. When it came to BellSouth we've had a difficult time communicating with the postmasters and locating the blocklists that would generate delays, SMTP Protocol Connection Failed messages, and just regular rejects. Just recently an email message from the AT&T servers indicated a delisting page that we've been able to use with much success: </FONT></SPAN><A href="http://worldnet.att.net/general-info/mail_info/block_admin.html"><FONT face=Arial size=2>http://worldnet.att.net/general-info/mail_info/block_admin.html</FONT></A><FONT face=Arial><FONT size=2> <SPAN class=580210714-18062008>. This page can be used by those having issues with all three providers. </SPAN></FONT></FONT></DIV> <DIV><FONT face=Arial><FONT size=2><SPAN class=580210714-18062008></SPAN></FONT></FONT> </DIV> <DIV><FONT face=Arial><FONT size=2><SPAN class=580210714-18062008>/Karl J</SPAN></FONT></FONT></DIV><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-22281347333164626262008-06-09T17:19:00.000-04:002008-06-09T17:20:23.339-04:00iPhone 2.0 and the MobileMe - why enterprise users do not need the service.<DIV><SPAN class=598001721-09062008><FONT face=Arial size=2>Just after the last post I had a customer ask me about MobileMe from Apple. All Exchange Server users should know is that MobileMe is for all those who do not have Microsoft Exchange in their corporate environment. It is a service that provides iPhones, iPods, MACs and PCs with a simple way to keep E-Mail, Calendars, Contacts, etc.. up to date when Microsoft Exchange is not an option. In other words, corporate users do not need this service. </FONT></SPAN></DIV><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.comtag:blogger.com,1999:blog-24277082.post-27146404212887255722008-06-09T16:38:00.000-04:002008-06-09T16:40:11.590-04:00iPhone 2.0 will support Microsoft Exchange Active Synch<DIV><FONT face=Arial size=2><SPAN class=367333120-09062008>Today the new iPhone 2.0 was unveiled in San Francisco, and among the new features is the Microsoft Active Synch support. This is a large improvement over the iPhone 1.0's support for Microsoft Exchange which used the IMAP protocol to download mail. With the new software the iPhone will be capable of synchronizing live data from the MS Exchange Server including e-mail, calendar, and contacts. Moreover, with the push technology (also available on Windows Mobile phones) the synchronizations for e-mails should be fast and use less battery power to complete each time. We'll know more about that on July 11th (or sometime thereafter). </SPAN></FONT></DIV><FONT><SPAN class=367333120-09062008> <DIV><BR><FONT face=Arial size=2>Some of the benefits to the iPhone (aside from the love some people have for Apple products like the iPod) is support for attachments including Word, Excel, and PowerPoint. Furthermore, it will also handle images and PDF files. </FONT></DIV> <DIV><FONT face=Arial size=2></FONT> </DIV> <DIV><SPAN class=367333120-09062008><FONT face=Arial size=2>We've tested the iPhone 1.0 version and felt it did not fit our customers as it was not an enterprise product. iPhone 2.0 looks more promising but there are some red-flags on the horizon. For one, it uses the touch interface where as many of our customers prefer keyboards. More important, however, is that not being a Windows Mobile Device it may not support the security features - such as remote wipe - that we can accomplish with regular Windows Mobile Devices. We will put that to further testing once it becomes available.</FONT></SPAN></DIV> <DIV><SPAN class=367333120-09062008><FONT face=Arial size=2></FONT></SPAN> </DIV> <DIV><SPAN class=367333120-09062008><FONT face=Arial size=2>/Karl J</FONT></SPAN></SPAN></FONT></DIV><div class="blogger-post-footer">Visit our website at www.trialworks.com</div>TrialWorkshttp://www.blogger.com/profile/08448434664245581186noreply@blogger.com