Manage Personal Settings

#FAQ Quick search, recent search, to do list, date of next contact

Written by Taylor Roderick
Updated over a week ago

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.