Managing Profile Settings

Your profile settings allow you to customize your user experience. 

To access Manage Profile tab:

1. Click your initials or profile picture at the top right corner.
2. Click Manage Profile.
3. Go to Manage Profile tab. Here is a breakdown of what you can manage on this screen:

• Name: Edit your display name.
• Organization:
  • Set a profile picture for your account
  • Signature: Upload a signature image that can appear on your invoices. You must resize the image before uploading it. Once a signature is added, it can only be replaced, not removed.
  • Authorization Override Phrase: This is a special phrase that follows password requirements. Once you save it, the field will appear as a blank red line.
• Microsoft Account: Connect your account to Microsoft to automatically add time entries from your calendar, view your email inbox, and see emails from contacts within the Contact Manager.
• Password Settings: Change your password at any time, and the update will apply automatically.
• Contact Settings: Update the email address associated with your profile (used for logging in and 2FA settings) and add or change your SMS number. Both require verification.
• Verification Question: Set or change a security question that can be used to reset your password from the login page.
• Two-Factor & Security: Enable or configure two-factor authentication for your account, or clear your devices to reconfigure the app.

Preferences

You can customize your user experience by adjusting the settings in your profile preferences. 

To access Preferences tab:

1. Click your initials or profile picture at the top right corner.
2. Click Manage Profile.
3. Go to Preferences tab. Here is a breakdown of what you can manage on this screen:
   • Include Activity Code in Entry Description: When this is turned on, the activity code you enter will automatically be included in the Explanation text field. You can still manually edit the explanation if needed.
   • Auto Expand Activity Code: This option lets you use an activity code as a shortcut to automatically expand an abbreviation into a full phrase in any free-form text field. For example, typing "LSO" can auto-expand to "Law Society of Ontario." To prevent the code from expanding, hold the Shift key and press the Spacebar after typing.
   • Use Soluno Context Menu by Default: When this option is enabled, right-clicking anywhere on a Soluno screen will show a list of your Favorites for quick access. If it is not enabled, you will see your operating system's standard right-click menu.
   • Default to Assigned Fee Earner on Time Sheet: By default, the system will automatically populate the Fee Earner field on the Time/Fees tab with your own initials. If you enable this option, the system will instead use the initials of the lawyer assigned to the specific file.
   • Allow Multiple Timers to Run at the Same Time: Enabling this feature allows you to run multiple timers simultaneously within the Time/Fees entry screen. This setting does not affect the main timer at the top of the screen, which runs indefinitely.
   • Show Active Chat icon on toolbar (space permitting): When this option is turned on, a question mark icon will appear in the top-right corner of your screen. Clicking it will open a live chat window where you can communicate in real time with a Support Specialist.
   • Show Duplicate Window icon on toolbar (space permitting): When this option is turned on, duplicate icon will appear in the top-right corner of your screen. Clicking it will open a new view-only tab if chose yes to the prompt.
   • Show Report PDFs in their own Tab: When this setting is enabled, all reports will automatically open as a PDF in a new browser tab instead of prompting you to open or save the file.
   • Select active workdays: Toggle on the days you work to be used for the Heat Map calculations for Days Worked
   • Maximum Number of Items to Show in Help Lists: This setting controls how many items are displayed in dropdown search lists. The default is 40, but you can increase it up to 300 to show more results.
   • Order of Dashboards: You can change the order of the tabs on your Dashboard by dragging and dropping them into your preferred sequence.
   • Show Dashboard After Logging In: If you enable this, your monthly calendar will automatically be displayed on the Dashboard screen every time you log in.
   • Money In, Automatically Show Outstanding Invoices Popup: Enabling this will automatically display a list of outstanding invoices for a contact whenever you enter their name on the Operating In screen.
   • Default Cheque Management: This preference allows you to set default values for cheque management when using the Operating Out, Trust Out, or Transfer functions. You can change the default Cheque Mgt setting to better suit your workflow.
     NOTE:  For these changes to take effect, you must log off and log back into Legal Accounting.
   • Font Size: To change the font display.
   • Reset Grid Layouts: Clicking this button will reset the layout of your entry grids. This is useful if the grid becomes disorganized and is not sorting correctly.
     
     

Favorites

You can create a custom menu of your most-used screens for quick access from anywhere in Soluno. Ensure that the "Use Soluno context menu by default" setting is enabled in your Profile > Preferences menu. This allows your custom menu to appear when you right-click.

To access Favorites tab:

1. Click your initials or profile picture at the top right corner.
2. Click Manage Profile.
3. Go to Favorites tab.

To add a screen to your favorites:

Click the star icon next to its name in the main menu. The star will turn dark, indicating that the screen is now active as a favorite.

To access your list of favorites:

Right-click anywhere on the screen. A pop-up menu will appear, showing your list of favorite screens for quick, one-click access. You can also quickly search for a contact or file number directly from this menu.

To remove a screen from your favorite:

Click the star icon next to its name again.

Feedback

As we continually work to improve our product, we rely on user feedback to help inform us. If you have a suggestion for new functionality, need to report an issue, or require expanded documentation of a feature, this article will walk you through submitting that feedback to our team.

To access Feedback tab:

1. Click your initials or profile picture at the top right corner.
2. Click Manage Profile.
3. Go to Feedback tab.
4. Enter your comments and suggestions in the box beneath the "Have comments or suggestions?" prompt.
5. Select the category that most fits the type of feedback you have left.
6. Click the Submit button to finish.