PracticeMaster Q&A: Sending Mass Emails

June 2020    Tags: Email, PracticeMaster

We want to send out a mass email to all of our clients notifying them of changes within the firm. Is there an easy way to do this?

This can be accomplished via the Client file in PracticeMaster, using Quick Clicks.

To send an email to multiple clients at once

1. From the File menu, point to Open and select Client.
2. If desired, select a filter to narrow down which clients are shown (e.g., Active Only).
3. Select the clients to which you want to send an email.
4. From the Quick Clicks pane, in the Take Action group, clickSend Email.

A new email window will open up using the default email program, with the To field populated with your client’s email addresses.

For more options to send mass emails using Tabs3 Software, see Knowledge Base Article R11845, “Exporting Email Addresses from Tabs3 Software.”