Setting Options for Your Dashboard


Every time you log on to MerusCase, a personalized dashboard appears highlighting your latest messages, firm events and tasks. There’s even a reminder for stale cases that may require your attention. If you want to stop any of these items from popping up in your dashboard, alter the order in which they appear, or change how many days of case inactivity will prompt an alert, the process for setting those options is quite simple.

 

 

  1. Go to Tools > Settings & Options.
  2. Click on User Preferences.
  3. From there, scroll down to the Dashboard section, make your adjustments and click Save in the upper right at the top of your screen.