INSZoom - Assign Case Reminders for Users/Case Managers (Existing Case)
This article will guide you on how to assign case reminders for users/case managers (existing case)
Assign Case Reminders for Users/Case Managers (Existing Case)
Follow the below steps to assign case reminders for users/case managers (existing cases):
- Navigate to the 'Case Info' page.
- Under 'Detailed Info', click on 'Managers/Contacts'.
- Scroll down to 'Firm Staff Who Will Receive Reminders' and click 'Attach/Remove' case managers.
- Select any case manager you want to receive reminders, and select 'Add'.