Who to send confirmation emails to

In RB8, two email addresses (Email and Confirmation Email) are provided for each contact. Since most attorneys are not crazy about receiving confirmation emails, whether it’s about new settings or cancellations, put the email address of the attorney’s secretary or responsible paralegal in the Confirmation Email field (in the Additional tab). Confirmation emails will then go to the secretary or paralegal, not the attorney.

The attorney’s email address should be entered in the Email field. This email address will be used to notify the attorney when files are available to download from the repository.

See also

Confirm next day’s jobs by email

Listed under Communicating with clients, RB8, Reference, ReporterBase | Tagged , ,