How to Use Case Browse and Predefined Templates to Send Mass Communications to Clients

Owned by Sales
Last updated: May 30, 2024 by Michael DeCapua
1 min read
CaseBrowseGenerateEmail_demo1.mp4

  1. Select Case Browse.

  2. Enter the appropriate search information.

  3. Select the cases to Mass Update.

  4. The Mass Update button will become active.

  5. Select Generate Email from the dropdown menu.

  6. The Mass Mailing window will open.

  7. Follow the steps in Mass Emailing.

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How to Mass Update Using Case Browse

Column Reference - Case Browse

 

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