These preferences only apply to your own login, so you can set things up your way without affecting anyone else.
How to open your preferences
- Click the silhouette icon in the top right corner
- Select My Profile.
- On the left, select the Preferences tab.
Each preference has a short explanation underneath it. Use the toggle to turn an option on or off, or choose the option that suits you from the dropdown. When you're happy with your choices, click Save at the bottom of the window.
Data
Sort by Surname: When on, contact names are sorted by surname. When off, they are sorted by full name.
Sort Matter Alpha Numerically: When on, matter numbers are sorted alphabetically rather than numerically.
Sort Packets Alpha Numerically: When on, packet numbers are sorted alphabetically rather than numerically.
Load All Users' Matters: When on, you will see matters for all users. When off, you will only see matters where you are the Primary Fee Earner.
Always Popup Select Matter Window First: When on, the Select Matter window opens automatically. When off, you will need to type in the matter number to search.
Pre-fill Time of the Day: When on, the time of day is filled in for you when you enter time entries.
Show Disbursements Automatically: When on, disbursements appear automatically in the Work In Progress tab when you open the matter details window.
Show Inactive Fee Earners in Lists: When on, inactive users are included in lists when you run reports or use the matters window.
Default Task View: Choose how you would like your tasks displayed: List or Kanban.
Behaviour
Default Fee Earner: Choose who appears by default when you enter time entries and view matters. This is especially handy if you often enter time on behalf of other fee earners.
Default Matter Owner: Choose who is selected as the Matter Owner by default when you create a new matter.
Default Primary Fee Earner: Choose who is selected as the Primary Fee Earner by default when you create a new matter.
Default Person Assisting: Choose who is selected as the Person Assisting by default when you create a new matter.
Initial Window: Choose which window you would like to see first when you log in to SILQ. Options include:
- Matter
- Trust
- Time Entries
- Contacts
- Spend Money
- Receive Money
- Invoices
- Diary
- Authorities
- Chart of Accounts
- Trust Chart of Accounts
- Safe Custody
- Dashboard
- Trust End of Month
- All Contacts
- People
- Company
- Party
- Payee
- Payor
- Payee/Payor
Default Quantity Type: Choose how time is measured by default when you enter time entries, for example Units or Hours.
Open Windows in New Tabs: Turn this on to help SILQ run more quickly. Each window you open, such as invoices or matters, stays in its own tab, so the data does not need to reload as you move around.
Email Editing Options
Show CC When Sending Emails: When on, the CC field is shown when you write an email.
Show BCC When Sending Emails: When on, the BCC field is shown when you write an email.
Contact Windows
Contact Type Default: Choose which type of contact you would like to see first when you open the Contacts window. You can pick from:
Start With Default: When you search for contacts, choose which letter the list starts on. If you would rather not narrow the list, select All.
Active Default: Choose whether your contact searches show active contacts only, all contacts, and so on.
Productivity
Save Emails to Register: When on, you will be asked to choose a matter number before sending an email.
Load Previous Days in Diary: Choose how many of the previous day you would to like to load being mindful that the more you load the slower it is.
Show Diary Reminder: When on, you will receive reminders while you are logged in to SILQ, such as when an appointment is due.
Document Thumbnails: Choose the size of the thumbnails (document previews) you see in the Document Register.
Save Reports to Cloud Storage: When on, a copy of each report is saved to your cloud storage, such as Dropbox, SharePoint or OneDrive.
Email CSV Export File: When on, you will receive a copy of the CSV file by email whenever you export data from a window.
User Interface
Dark Mode: When on, SILQ uses a dark background instead of a white one.
Hide Favourites: When on, your Favourites bar is hidden.
Folded Favourites: When on, your Favourites bar starts out folded.
Hide Matter Side Panel: When on, the side panel in matters is hidden.
Matter Details Tab Text: Choose whether the Matter Details tab shows the matter number or the client's name.
SMTP Configuration
If you use SMTP to send your emails, you can enter your details here.