Client & Matter Dashboard - How to customize the Basic Information section

Overview

The Basic Information section in the Client/Matter dashboard displays selected team roles and other key details — without needing to open the full client or matter record.

• Your firm can define a default view for all users.

• Each user can further customize the information to suit their personal preferences.

Part 1: Set Up the Display at the Firm (Environment) Level

This setup affects all users across the firm.

Step-by-Step Instructions:

1. Go to:
   Environment > System Configuration > System Settings

2. In the AcuminSystem Settings window, go to:
   Defaults > Client & Matter

3. Click on:
   🟦 Presentation options for the inclusion within the client matter dashboard form

4. In the Client-Matter Dashboard Presentation Options window:

   1. Use the ➡️ / ⬅️ arrows to move elements between the Include and Exclude lists.

   2. Use the ⬆️ / ⬇️ arrows to reorder elements within the Include list.

   3. Use “Empty line #” items to insert line breaks for easier reading.

5. When your changes are complete, click Execute to apply them.

6. Confirm when prompted — this will apply the layout to all users.

Part 2: Set Up the Display at the User Level

This setup applies only to your personal user profile.

Step-by-Step Instructions:

1. Click on the ⚙️ User Defaults button in the top-right corner of Acumin.

2. In the User Defaults window, go to:
   Favourites > Client-Matter Dashboard

3. Click on:
   🟦 Presentation options for the inclusion within the client matter dashboard form

4. In the Client-Matter Dashboard Presentation Options window:

   1. Use the ➡️ / ⬅️ arrows to move elements between the Include and Exclude lists.

   2. Use the ⬆️ / ⬇️ arrows to reorder elements within the Include list.

   3. Use “Empty line #” items to insert line breaks for easier readability.

5. When your changes are complete, click Execute to save them.