---
title: User Preferences
description: "[![](https://casemasterpro.com/wp-content/uploads/2022/08/print-to-pdf-50.png)](http://casemasterpro.com/helpdocs/CMPOnline%20User%20Preferences.pdf) ## **Overview** ![CMPOnline User Preferences Customization](https://casemasterpro.com/wp-content/uploads/2026/02/User-Preferences-01-300x70.png) User Preferences let you customize how CMPOnline looks and behaves for your individual workflow. Select the User icon in the upper-right corner of CMPOnline to access these options.  ## **Account Settings and Utilities**…"
url: "https://casemasterpro.com/help-documentation/user-preferences/"
updated: "2026-11-04"
category: General Case Management
---

# User Preferences

[![](https://casemasterpro.com/wp-content/uploads/2022/08/print-to-pdf-50.png)](http://casemasterpro.com/helpdocs/CMPOnline%20User%20Preferences.pdf)

## **Overview**

![CMPOnline User Preferences Customization](https://casemasterpro.com/wp-content/uploads/2026/02/User-Preferences-01-300x70.png)

User Preferences let you customize how CMPOnline looks and behaves for your individual workflow. Select the User icon in the upper-right corner of CMPOnline to access these options. 

## **Account Settings and Utilities**

- **Change Password:** Update your CMPOnline password by following the on-screen prompts.
- **Refresh Grid States:** Restore customized grid layouts to their defaults, including column order and visibility.
- **Test Popups:** Check whether your browser permits CMPOnline popup windows. Popups are required for certain functions, including document generation and billing.
- **Get API Key:** Access your key for authorized integrations, such as the Outlook integration. Keep API keys confidential.
- **Time Zone:** Choose the time zone used to display timestamps, including Case File activity dates. This changes the display, not the original recorded time.

![CMPOnline User Preferences Customization](https://casemasterpro.com/wp-content/uploads/2026/02/User-Preferences-02.png)

## **Other Settings**

- **Disable Delete Prompt on Reviews?** Deletes reviews without asking for confirmation.
- **Show Top Buttons on Grid?** Displays Add New, Edit, and Delete controls at the top of applicable grids as well as the bottom.
- **Search Dropdown Start Only?** Matches dropdown entries only when they begin with your search text; otherwise matches text anywhere.
- **Case File Menu Always Expanded?** Automatically expands the Case File navigation menu regardless of current screen.
- **Keep Selection on Billing Screen?** Remembers the last Billing view selected rather than returning to Unbilled.
- **Keep Selection on Balance Screen?** Remembers the last Balance view selected rather than returning to Overview.
- **Fixed Header?** Keeps the application header visible while scrolling.
- **Enh. Email Signature?** Configure a formatted email signature or retrieve a company-provided default (only available if Enhanced Email Automation is enabled for your firm).
- **Main Screen/Debtors+Accounts Expanded?** Automatically expands Opponents and Accounts on the Case File’s Main screen.
- **Expand Debtor’s “More” Tab?** Shows additional Opponent tabs, such as Litigation and Garnishments, directly rather than under the “More” dropdown.
- **Expand Selected Contacts on Documents Screen?** Shows Selected Bank / Employer / Contact area expanded on the Case File > Documents screen.
- **Display Popup Warning For Case File Conflicts?** Displays a warning when opening a case file with potential conflicts. Conflicts remain accessible under Case File > Problems even when this is off.
- **Disable DataTable “wrap” when printing?** Prevents table cell text from wrapping in printed grids.
- **Enable Grid Keyboard Shortcuts?** Allows the ability to click the Delete key to delete a selected item in a CMP grid.
- **Billing Timer Service Code** Default service code when adding billing from the billing timer, only available if hourly billing is enabled for the user.
- **Outlook File Format** Image Outlook messages in a specific format (e.g. MSG or PDF), only available with the Outlook Add-on.
- **Default Find Selection** Choose the search category initially selected when opening CMP Find.
- **Default Image Description** Choose the description prefilled when uploading images, which can be changed during upload.

***NOTE:*** *Select* (recommended settings) *to quickly apply CMPOnline’s suggested preference settings, including Show Top Buttons on Grid, Fixed Header, Expand Debtor’s More Tab, and Global Name/Address/Account Search as the Default Find Selection.*

![CMPOnline User Preferences Customization](https://casemasterpro.com/wp-content/uploads/2026/02/User-Preferences-03.png)

## User Preferences Video Highlight

[CMPOnline User Preferences](https://www.youtube.com/embed/AYThYuSeAE4?feature=oembed)