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Getting Started
Matter preference settings can be accessed through the Tools page.
Fields
Always open matters with the summary view open – If selected, the Matters Summary page will display when the matter record is first opened.
Number of MRAs to store in the database – Determines the total MRA (Most Recently Accessed) records to display on the Matters List page.
After changing this field, you must open a record in the module list page before the new setting will take effect.
Private Matters Override – If an administrator has granted you access to view private matters, click this checkbox so that private matters will be viewable. Even if you have the security access to view private matters, you will not see the records unless you click on this checkbox.
Buttons
Save – Click to save changes.