User Settings |
The My Settings area is unique for each user and includes common user-specific settings. Once the admin assigns these settings, each firm user can log into their account to review the suggested settings.
Your dashboards are the first thing you see when you log in to your account.
Your dashboards are the first thing you see when you log in to your account.
When you log in to your account, your dashboards are the first things you see.
The global search bar at the top of the page allows you to access your information with a single click from any part of the system.
The Filter tab allows you to search for information based on a variety of criteria. Once you have completed your search, you can save the view to come back to later. The Export feature allows you to export the data in your preferred format for offline review and distribution.
The Global Add Shortcuts drop-down offers convenient access to common activities from any screen.
Utilize keyboard shortcuts to efficiently execute common tasks such as:
- Adding timecards
- Recording soft cost expenses
- Logging hard cost expenses
- Creating notes
- Scheduling events
- Managing tasks
- Updating contacts
Import definitions allows users to create a custom format for importing items into the application. Use this function for routine imports such as soft cost expenses.
You can take a screenshot of your entire screen, or a portion of it, using the correct key combination.
You can create a desktop shortcut for convenient access to the login page.
The Inactivity Timeout feature automatically logs users out after a period of inactivity.
If you are experiencing browser latency or are unable to view system updates, our support team may recommend clearing your browser's cache.
Click and follow the link to bookmark your application in your preferred browser.
You have the flexibility to export your data from various areas where the toolbar features the Export icon.
Any data that you enter or edit in either Classic or NextGen will automatically update it in both.
In addition to traditional search via the filter tab, you can use AI-powered filtering across several grids in the application. Simply click the AI icon and type your query in natural, everyday language. No need to navigate through multiple filters or recall exact field names—the system intelligently translates your request into precise search parameters. Based on your prompt, the system immediately displays the relevant results that match your criteria.
Below are answers to common questions about how our AI features process your data, protect sensitive information, and help your firm stay compliant.
To cut down navigation time and organize your frequently visited pages based on your preferences, you can add them to your favorites menu at the top of the left navigation panel.