Email Distribution Report

Reports are of major function in any business. They can show how things are going or they give information in order to make business decisions. The "email distribution report" is a little report that can be generated in order to see what email is associated with what claims.

Email in the CasetrackerLaw system is the predominant way information is sent to and from the company and the client. There are a couple of places in the CasetrackerLaw system where emails can be attached to a claim. When a creditor is set up, their email is attached to their contact page and claims submitted will be updated to this email address. Sometimes there are people who need to be updated regarding a claim or claims, so their email is added to the "claim emails", found in the blue tabs inside the claim and they will receive an email update.

If the email attached to a claim isn't correct, the wrong person will end up getting the wrong email update. How can this mistake be fixed? By running the "email distribution report", admininstration can see what emails are associated with the many different claims and then either delete the incorrect email or add one. Adding an email to a claim is simple. Go into the claim, select the blue tab "claim emails", add the email, click update and the new email recipient will receive the updates.

As always, visit our website for more information on CasetrackerLaw or call our office for a brief online demo. www.casetrackerlaw.com / 800-270-1197