Managing Clients

Creating Clients (Optional)

CREATING CLIENTS
Clients created in CaseMail are your customers.  Creating clients lets you associate matters, contacts, documents, and mailing expenses specific to each customer.
To create a client, click the "Clients" icon on the left vertical menu.
Tip: Clicking the + sign on the left vertical menu will expand the menu bar to view linked icon information.


SELECTING A CLIENT
Whenever you trigger an action like adding contacts, documents, or sending mail, CaseMail will prompt you to select a client. CaseMail will record all activities and expenses with your company or personal account if no client is selected.
To select a client, when prompted, select the account name of the client.  





 


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