Query Reminders

Chase clients automatically while their queries are unanswered.

Query Reminders email a client automatically while a query sent to them is still unanswered. Reminders stop as soon as the client replies, or the query is resolved or closed.

Control	What it does
Reminders are on	Switches reminders on or off for the whole firm.
Send a reminder this many days after the query is sent	The days on which reminders are sent. The default is 7, 14 and 21. Select ✕ to remove a day, or + Add a reminder to add one.
Then keep reminding the client	How often to keep reminding once those days have passed. Match my schedule repeats at the same gap as your reminder days.
Save reminder settings	Saves the schedule.

Reminders go to the contact email on the client’s record. A client with no contact email is skipped and listed under Recent activity, which also shows each reminder sent, with the client, its status and the address used.

Change the schedule

1. Go to Firm Settings, then Configurations, then the Query Reminders tab.

2. Change, remove or add reminder days.

3. Choose how often to keep reminding.

4. Select Save reminder settings. The schedule applies to queries sent from now on.

Tip: Reminders can be switched off for one client from that client’s record without changing the firm setting.

How to access: Firm Settings, then Configurations, then Query Reminders

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