User Preferences - User Info Tab

The User Info tab for user preferences controls some general user settings. To open the tab, select File > Setup > User Preferences and select the User Info tab. Change the settings and click Done or select a different tab on the window to save your changes.

The following describes each setting on the User Info tab.

Start Up Section

  • Auto-Log on ID: If you enter your user ID here, then you won’t have to enter it when you start Abacus. Also, if the Password is blank, the Log On window will not even appear.

  • User Name: Your user name.

  • Password:  Leave blank to bypass the Log On window.

  • Startup Window: The first window you see each time Abacus starts. For example, many users like to see the Calendar first. To change, click the arrow and select another window.

  • Email Address: Your email address. Used for E-Calendars and Emails.

  • Bar Number: Your Bar Number.  Used for forms.

  • Reset optional messages: There are several places in Abacus where you can select not to display optional messages (like help messages). Click this button if you want all messages to be displayed again.

  • Reset windows and browses: Resets windows and browses to their original locations and sizes.

Settings Section

  • Show Tip of the Day: When checked, Abacus will display a Tip of the Day each time it is started.

  • Ask to BackUp at exit: When checked, Abacus will prompt you to backup the system each time you exit.

  • Show Picture Window: When checked, the Picture window will automatically open and display associated images when you view names, events and matters.

  • Show mouse-over Tooltips: When checked, Abacus will show descriptions of things when the cursor hovers over them for a few seconds. This setting affects toolbar buttons, buttons and other items inside windows, and the On Point feature of calendars that shows full details for events.

  • Remind to Email Calendars: When checked, this person will be reminded to send E-Calendars.

  • Show Nameplate on main window: When checked, a nameplate for the user appears as part of the background for the main Abacus window. The nameplate label depends on certain field values:

    • If you have entered a name in the User Name box on this tab, that name appears as the nameplate label.

    • If the User Name box on this tab is blank, the nameplate label is your firm name as entered during registration.

  • Edit new doc details when a file is dropped: When checked, when you drag a file to a name or matter, the Doc Details window appears so that you can edit the properties. When unchecked, the Doc Details window does not appear.

  • Get admin alerts from Abacus: When checked, you will receive messages from Abacus regarding registration issues.

  • Bypass “Bill this record” confirmation: When checked Abacus, will not confirm billed events first.

  • Use Paste Assistant for “Add from clipboard”: When checked, when selecting and adding names using Names > Add from Clipboard, the Paste Assistant is used to correct inserted addresses.

  • Field editing: Insert mode: When not checked, when you place your cursor in a field and type, your entry will overwrite all of the field’s existing content. When checked, when you place your cursor in a field and type, your entry characters will be inserted into the field’s existing content.

  • Expand text macros with SpaceBar: When checked, when you edit any note, enter a text macro, and then press the spacebar, the macro will be replaced with the looked-up text. The F5 function key will also expand macros, and pressing this key when the cursor is not on a macro will open the Text Macro window, which lets you manage your abbreviations.

  • Browse windows: Start in the SearchBar: When checked, the cursor will be positioned in the Search Bar when opening any browse window.

  • Start timer when opening a Time Ticket: When checked, the timer starts when the process of adding a new time ticket is initiated.

  • Initialize the linked Name/Matter when emailing: When checked (default), names will be autolinked when emailing a matter. When not checked, no name links will be made when emailing a matter. This setting only applies to emails started from AbacusLaw.

  • Mark new Notes as private: When checked, new notes are automatically marked private, with the exception of notes created from intake forms. Only the user that marked a record private can see the information. When this option is turned on, the Private check box appears on the Note entry windows and is checked, regardless if Private check boxes have been hidden system-wide.

  • Mark new Events as private: When checked, new events are automatically marked private, including events created from a rule, even when the rule is triggered from an intake form. Only the user that marked a record private can see the information. When this option is turned on, the Private check box appears on the Event entry windows and is checked, regardless if Private check boxes have been hidden system-wide.

NOTE: Be aware that if a note or event is marked as Private and the Private check boxes have been hidden system-wide and then the Mark new Notes as private and Mark new Events as private options are unchecked, previously entered records are marked as private and users may be unaware.