Default Note Settings

You can set your preferences for the appearance of the Note Manager page as well as the default settings for new notes.

To change your note settings, do the following:

1. On the Note Manager page, click Note Settings.

2. Here, you will find two tabs: Default Note Settings and Default Category Settings.

3. In the Default Note Settings tab, select from the following:

   1. Under Default Note Display Settings, set your default filter. Select from the Standard Filters list, which includes All Notes or Created Notes; or click on User Defined Filters and select a filter from the list.

   2. In the Default Settings for New Notes area, you can customize the Access List and Related To fields. Under Access List, select from the following:

      1. User Groups which will automatically include your entire firm. When new firm members  join, they will also have access to existing notes.

      2. Firm Users which allows you to select individual firm members or all members, but will not automatically include new members upon joining.

4. In the Default Category Settings, enter the following:

   1. Click the Category drop-down. Double-click the existing name and enter the new name. To enable/disable the category from showing up in Note Manager, uncheck the box.

   2. Under Category Template, create the standard category content you would like to appear in your note when you select the category.

Note: There are 25 category colors available. You cannot create your own custom colors.

5. When you are finished, click OK.

6. To exit the screen without saving your changes, click Cancel.

See Also

Creating a Note Filter