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A blog for owners & managers of litigation support businesses by experts on using technology to improve your profitability, efficiency and effectiveness in a unique marketplace.

Email cancellation confirmation as soon as job is cancelled

When a job is cancelled or rescheduled by a client, it is critical to send a confirmation to let the client know that the original job setting has been cancelled by the client. This will protect your firm from a possible law suit in the future.

  1. Right-click on the job you just cancelled (or rescheduled), then choose Send Confirmations.
  2. If you want to:
    • Use a different cancellation confirmation form, select one in the Form Name drop-down.
    • Change the subject line and/or the message of this email, check the Show mail composer for Email box.
  3. Right-click on the job, then choose Send.
See also

Who to send confirmation emails to

Create your own forms

Change the default settings for the subject line and body of emails

by . Posted in Communicating with clients, Legal issues, Marketing, RB instructions, RB8, Reference, ReporterBase, Saving time.

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