PracticeMaster Q&A: Sending Emails from People Tab

August 2019    Tags: , ,

I want to send an email to all the contacts that I select on the People tab of the client file. However, when I select Send Email from the Quick Clicks pane, the email is addressed to the Client Contact instead of the Matter Contact. Is there a way to send an email to these contacts via the People tab?

Changing the name of a field in File Maintenance will change to the association of the email address virtual field.

To change the V_Email field name on the People tab to Email_Address

  1. From the Maintenance menu, select File Maintenance.
  2. Expand Common Client Related Files, select the People file, and click OK.
  3. On the Field tab, in the Field IDs column, double-click V_Email.
  4. Change V_Email to Email_Address.
  5. Click Done.
  6. Close File Maintenance.

You will now be able to select the Contacts on the people tab and use the Send Email function to generate a mass email to those Contacts.

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