Ways to get help while you work:
- Handy Tool Tips
for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
- Quick-Pick Lists
are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
- Help Screens
are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”
User Preference codes are used to customize how each user wishes to view certain screens or fields throughout the Geni Law program on his/her own computer. For example, one person prefers the default screen to see all of their cases through Alerts for Case Summaries, while another person prefers the default screen to be Tasks/Projects, and the receptionist’s default screen is Calendar.
On the main Taskbar, click on OTHER > USER PREFERENCES from anywhere in the Geni Law program:
Upon clicking the User Preferences tab, the User Preferences screen opens:
Here are some examples for setting User Preferences for your own computer:
- There are entries provided at the top of the screen in the event you need to change your password;
- Alarms are for court appearances and Statute of Limitations. Currently this is set to OFF. If you want Alarms, enter your three-letter Division code; or
- Collection Letters print daily at 12:30 p.m. to the default printer. Currently this is set to ON. If you want stop printing Collection Letters automatically, switch ON to OFF.
Since this is the limit of User Preferences, there are no Print or Search functions for this feature.
Press ESC to return to the previous screen.