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Mitratech Success Center

Tools Page

The Tools page allows you to view information concerning the Suite application, change your password, customize preferences, or request an enhancement. 

Information Tab 

Contains information concerning the current user and database settings. In addition, the user can change the view profile if multiple view profiles are assigned to the user. If the user has the ability to switch between view profiles, the most restrictive security will be applied. 

Change Password Tab 

Select this command to change your Suite login password

After entering the old and new passwords, click  Save

Accrual Notification Tab 

Select this tool to customize the e-mail sent when accruals are due and to create the schedule for sending the accrual notifications. See Working with Accruals for more information.

Enhancement Request Tab 

If an active Internet connection is present, selecting this tool will take you to a page on the Website to request changes or enhancements to a future version of Suite. 

About Tab 

Displays Suite version information.

Users Tab

This tab is included with Suite 8.10 Service Pack 8 and Suite 8.11 Service Pack 5 and can only be accessed by users with Accounts Administration security rights.

Select this tab to view a list of users and their descriptions, with the ability to filter and search users by User Name, Login Name, Inactive status(T/F), Locked Out status (T/F), Last Login, and Expiration Date. You can view and print summaries or export the list to a CSV file.

Groups Tab

This tab is included with Suite 8.10 Service Pack 8 and Suite 8.11 Service Pack 5 and can only be accessed by users with Accounts Administration security rights.

Select this tab to view a list of groups and their descriptions, with the ability to search groups by description. You can view and print summaries or export the list to a CSV file.

View Profiles Tab

This tab is included with Suite 8.10 Service Pack 8 and Suite 8.11 Service Pack 5 and can only be accessed by users with View Profiles Administration security rights.

Select this tab to view a list of View Profiles and their descriptions, with the ability to search View Profiles by description. You can view and print summaries or export the list to a CSV file.

Type Profiles Tab

This tab is included with Suite 8.10 Service Pack 8 and Suite 8.11 Service Pack 5 and can only be accessed by users with View Profiles Administration security rights.

Select this tab to view a list of Type Profiles and their descriptions, with the ability to search Type Profiles by description. You can view and print summaries or export the list to a CSV file.

Preferences Tab 

The Preferences tab in Tools is where you can personalize Suite. All preference settings are tied to your user ID; these settings go with you from computer to computer. Changes that you make here do not affect other users. 

Each tab of the eCounsel user interface has different parameters that you can customize. 

Matters Preference Settings 

Matter preference settings can be accessed through the Tools page. 

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Fields 

Always open matters with the summary view open – If selected, the Matters Summary page will display when the matter record is first opened. 

Number of MRAs to store in the database – Determines the total MRA (Most Recently Accessed) records to display on the Matters List page

   After changing this field, you must open a record in the module list page before the new setting will take effect. 

Private Matters Override – If an administrator has granted you access to view private matters, click this checkbox so that private matters will be viewable. Even if you have the security access to view private matters, you will not see the records unless you click on this checkbox. 

Default values for new matters (only available with Suite 8.11 SP 9 and later)

Legal Section - When a user creates a new matter, the Legal Section is populated with this value by default.

Matter Type - When a user creates a new matter, the Matter Type is populated with this value by default.

Logical Group - When a user creates a new matter, the Logical Group is populated with this value by default.

Buttons 

 Save – Click to save changes.

People Preference Settings 

People preference settings can be accessed through the Tools page. 

Fields 

Always open people with the summary view open – If selected, the People Summary page will display when the people record is first opened. 

Number of MRAs to store in the database – Determines the total MRA (Most Recently Accessed) records to display on the People List page

   After changing this field, you must open a record in the module list page before the new setting will take effect. 

Buttons 

 Save – Click to save changes. 

Entities Preference Settings 

Entities preference settings can be accessed through the Tools page. 

Fields 

Always open entities with the summary view open – If selected, the Entities Summary page will display when the entity record is first opened. 

Number of MRAs to store in the database – Determines the total MRA (Most Recently Accessed) records to display on the Entities List page

   After changing this field, you must open a record in the module list page before the new setting will take effect. 

Use Entity Short Name in selection screens – If selected, the abbreviated name for the entity will be used when searching for entities using the grid list. 

Buttons 

 Save – Click to save changes.

Invoices Preference Settings 

Invoices preference settings can be accessed through the Tools page. 

Fields 

Always open invoices with the summary view open – If selected, the Invoices Summary page will display when the invoice record is first opened. 

Use one-page form when creating new invoices – If selected, invoices can be created from a single dialog box. 

Number of MRAs to store in the database – Determines the total MRA (Most Recently Accessed) records to display on the Invoices List page. 

   After changing this field, you must open a record in the module list page before the new setting will take effect. 

Buttons 

 Save – Click to save changes. 

BusinessObjects Settings 

þÿ  Premium feature – A registration key code is required to activate. 

BusinessObjects preference settings can be accessed through the Tools page. Select Business Objects to configure a specific BusinessObjects user account from which to execute standard reports. 

Fields 

BusinessObjects User Name – When using named accounts, the user account to be used to run reports. 

BusinessObjects Password – The corresponding password for the above user account. 

Buttons 

 Save – Click to save changes. 

 Test Login – Click to verify that the BusinessObjects user name and password combination is valid.

Bridgeway E-mail Link Preference Settings 

þÿ Premium feature – A registration key code is required to activate. 

System-wide settings for Bridgeway E-mail Link are configured by a system administrator in Suite Manager. To override these global settings, you can set your own user preferences or select to restore the system default settings. 

Fields 

Matters filter – The filter used to populate matters in Bridgeway E-mail Link. 

Subscribe to Reports – An indication that scheduled BusinessObjects reports will be delivered to your Bridgeway E-mail Link account rather than be sent to your primary e-mail account. Clearing this checkbox indicates that schedule reports should be e-mailed to you. 

Restore System Defaults – An indication that you want to revert the current user preferences to the global settings configured in Suite Manager by a system administrator for Bridgeway E-mail Link. 

Buttons 

 Save – Click to save changes. 

Calendar Preference Settings 

System-wide settings for Microsoft Office integrations are the same for all users and for all records and are performed by the System Administrator using Suite Manager. However, each user must specify his/her e-mail address in order to receive appointments/tasks from eCounsel. 

Fields 

E-mail Address – The e-mail address of the current user. This setting ensures that appointments and tasks are sent to Microsoft Outlook. 

Buttons 

 Save – Click to save changes.

Date and Time Preference Settings 

System-wide settings for date/time display of calendar appointments are the same for all users and for all records and are performed by the System Administrator using Suite Manager. However, users can override the system default to display dates/times for calendar appointments in a user-specified format. 

The first time you open the Date and Time settings on the Preferences tab of the Tools page in eCounsel, the system will attempt to set the time zone based on the system-wide settings for Suite (configured by your System Administrator).

Adjust the settings as needed. These settings override the system-wide settings from Suite Manager. 

Fields 

Time Zone – The time zone to use to display dates/times for calendar appointments. An offset will be calculated and applied if needed to the server time, which is stored in UTC – Universal Coordinated Time (formerly called GMT – Greenwich Mean Time). 

Format – User-specified display settings for date/times for calendar appointments. 

Date Separator – The character (such as a forward slash) used between date fields. 

Day Size – The number of digits (either one or two) to display for the day. 

Month Size – The number of digits (either one or two) to display for the month. 

Year Size – The number of digits to display for the year. 

Order of Date Fields – The order in which the date fields appear. 

Hours – The type of clock (either 12-hour or 24-hour) that is used to display time. 

Hour Size – The number of digits (either one or two) to display for the hour. 

Seconds – An indication of whether seconds are shown or not. 

Buttons 

 Save – Click to save changes.

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