Send clients their job calendars

Do you have clients who are working on cases involving many witnesses (including experts)? It’s not hard to imagine how much hassle your clients are going through to keep their calendars up to date with all the changes taking place on a daily basis. Be a hero. Send clients their job calendars by email with virtually no effort on your part.

  1. In Calendar > Export Calendar, select the client firm (required), then if desired, a single contact.
  2. Set the Job Date From/To to the desired range (for example, from tomorrow to two weeks in the future).
  3. Select the case and click Search. All relevant jobs appear.
  4. Click export button.
  5. In the Export dialog box, select MAPI in the Destination drop-down, then click OK.
  6. In the Send Mail dialog box, enter To, Subject and Message text, then click Send.

Listed under Communicating with clients, Marketing, RB instructions, Reference | Tagged