An email can be sent via Outlook to a Contact saved in mattero. To send emails to mattero Contacts, you must first install the mattero Outlook Add-in.
Please note, it is strongly recommended you pin the Outlook Add-in for ease of access.
Sending an Email to a Contact in mattero with Outlook Desktop
To send a message to a Contact in mattero:
- Open a new message, then select the Send Email to Contacts button.
- Select Suggested to view a list of Matters filtered on the subject line (should it include a Matter Number or Matter Title) and sender of the message (should they be a Client in the Matter).
Select My to view Matters you are the lawyer for, or select Search to find a specific Matter.
- Select a Matter from the list; this will show a list of Contacts associated with the Matter. Select Contacts as needed (they will appear in the "To" section of the message).
Email, Referral, Customer, Client, Outlook, Hotmail