Setting Up Your Office > People Preferences > Display Preferences


People - Display Preferences


To set your people display preferences:

  1.  Select Office > Preferences and click Display under the People heading to display the People - Display dialog box.

  2. Complete the following fields to specify defaults for when you open the People module:
    1. Which People are listed in the People Index

      • All of your Contacts (including Inactive Contacts)

        1. Only Firm Members

        2. Your Active Contacts

    2. Which Group of People

      • All Groups of People

      • Last Shown Groups of People

      • Marked, Unmarked, or both Marked and Unmarked People

    3. How the names of Individual People are displayed in lists (such as in the People Index) - with First Name first, or Last Name first

    4. How many days before you are reminded to get in touch with a Person, assigned by default in new People records.

 

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