Setup user preferences

Setting up system preferences

Use the System tab (Setup > User Preferences) to set preferences for the overall application. When you select a preference, a description appears in the text pane at the bottom of the tab.
note
Your firm’s administrator or other user with security permission can specify default user preferences when setting up new staff in the application by choosing Setup > Firm > Preferences tab. Staff members with security privileges can later change these preferences if they want. To restore the firm’s default user preferences, select the
Reset to new Staff defaults for Firm
 link.
  • Mark the
    Alternate background color on lists
     checkbox to show all lists and grids with alternating white and gray backgrounds.
  • Mark the
    Use Enter key to move between fields
     checkbox to have the Enter key always move you to the next field in data entry.
  • Mark the
    Enable desktop notifications for monitored events
     checkbox to receive desktop alerts in DT Practice. Notifications alert you to monitored events that are specified in the Notifications tab of the
    Firm
     setup screen. Notifications appear in the Notifications portlet of the Staff Dashboard and can also be received as desktop alerts by marking this checkbox.
    note
    This checkbox is available only if you are licensed for the DT Practice Project Management or Client Management module.
  • Mark the
    Show desktop notifications until closed
     checkbox to have "popup-style" desktop alerts stay on screen until you close them manually.
    note
    This checkbox is available only if you are licensed for the DT Practice Project Management or Client Management module.
  • Favorite screen:
     From this drop-down list, select the dashboard or screen you want to open whenever you start the application. You can access your favorite screen quickly by select the
    Favorite Screen
     button in the toolbar.
  • Reset the "Don’t show this message again" checkbox for all messages:
     Each warning message throughout the application includes a checkbox that you can mark if you do not want to see the message again. Select the
    Reset
     button to clear these checkboxes and reactivate all warning messages.

This article applies to:

  • Product: DT Practice