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.