Purpose & Benefit: Let’s say there’s important communication you need to get across to all of your clients, and you need to send an email out to your entire client contact database. Here are the steps to achieve this:
- Click on Import/Export link under the Account tab.
- After clicking on the Export Excel tab, please select Client/Matter Contact from the drop-down list of options in the entity field.
After clicking on the Export button, all contact details will have downloaded in an Excel spreadsheet.
Once exported, we recommend using mail merge in MS Word with Excel. See Office, Excel Mail Merge.
Alternatively, open the Excel file, copy the Email column, and paste into the email address box of whichever mail service provider you use (e.g. Gmail or Hotmail’s ‘To:’ field in the new email window).