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

  2. Click on Manage Personal Settings

  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. 

   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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