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Caseware Time | How can I find the client contacts that are missing after sending a client batch email?

Published:  08/08/2023
When I am sending a client batch email the clients contacts seems to be missing, how can I get then back? 

The below is an example of a batch set:

  User-added image

  Answer:

  1. Go to the User Profile Toolbar in Caseware Time 
  2. Expand the Toolbar objects individually on the ellipsis(…)
  3. Select the None option for all the the Toolbar objects
  User-added image

Below is how you select the Toolbar objects individually
  • Document
  User-added image
  • Short Name
  User-added image
  • Staff
  User-added image
  • Project
  User-added image
  • Date
  User-added image

After all the filters have been set to None, to view the the client email list, Click File | Client Batch Email / Print, below is how it will look like.

  User-added image
 
 
 
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