Step 1 – Navigate to the upper right hand corner of your screen and click on  your username.

  Step 2 – Click on Manage Personal Settings

  Step 3 – From here you can set the following default rules:

  • Choose to display the Navigation Bar expanded or collapsed.

  • Choose default display settings for To Do List.

  • Set or remove a reminder if you do not fill out 'Date of Next Contact' when         recording an effort.

  • Control whether previously searched values auto-populate in participant search screens.

  • Control auto-populated information for 'Add Legal Case' screens.

  • Turn on or off the Quick Search Recent Search Drop Down. 

Step 4 – Once you have finished adjusting your settings, click Save.  A green check will appear at the top of the page notifying you that your settings have been saved.

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