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INSZoom - Assign Case Reminders for Users/Case Managers (Existing Case)

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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):

  1. Navigate to the 'Case Info' page.
  2. Under 'Detailed Info', click on 'Managers/Contacts'.

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  1. Scroll down to 'Firm Staff Who Will Receive Reminders' and click 'Attach/Remove' case managers.
  2. Select any case manager you want to receive reminders, and select 'Add'.

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