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Mitratech Success Center

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)

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'.