December 1st, 2011
#cliotraining Tip: Create an Outlook Rule for Maildrop into Clio Matter
This week’s tip comes from our Channel Development Manager, George Psiharis.
As we’ve said before, Microsoft Outlook remains the business email workhorse. And one of the most popular features of Clio is its Matter-specific email address. So, if you use Outlook, you can create a rule that will automatically forward Matter emails to the Matter-specpfic Maildrop.
Make sure you have created a Contact Card for the Client in Clio.
If you’re using Outlook 2007, go to Tools –> Rules and Alerts, select “New Rule” and do the following:
- Under “Start from Blank Rule,” select ”Check messages when they arrive.”
- Click “Next.”
- Check the option “from people or distribution list.”
- Click the link under “Step 2: Edit the rule description” to open a window displaying your Clio Contacts.
- Double-click the name of the person to enter it into the “From” field.
- Click “Next.”
- Check the option for “forward it to people or distribution list” and click the link that appears under “Step 2″ again.
- In the “To” field at the bottom of the window, insert the Matter-specific email address.
- Click “OK.”
You can review the rule, and if it is correct, simply click “OK.” You’ll have the option to add any exceptions. Then name your rule, click “Finish” and then “Apply.”
Now, the next time you receive an email from that particular Client, it will automatically be forwarded to the Matter-specific email address and appear in that Matter’s Communications tab. No need for you to forward it yourself.
If you are using Outlook 2010, follow these steps to create a new rule. And be sure to check the Outlook section of our Support site for more information.
Got a tip to share? Let us know. We’d love to hear them!
