A guest message, sent by a MerusCase user to an outside email recipient
The day-to-day operations of a law firm usually include staff exchanging plenty of written correspondence with each other. This intra-firm messaging can be as simple as memos and other paper messages, but in this day and age, email (along with attached documents, pictures, and scans) is the de facto standard. MerusCase includes built-in messaging that allows you to send messages to staff, attach files, and link sent and received messages to cases so they show up in a case's Activities for future reference.
Earlier this week, we received a support call from a user who mentioned clients having to log in to MerusCase to view messages they were receiving, and this user wondered if there was a way to turn that off. I began explaining the need to set MerusCase up with an email account before Merus can send messages as that email, and after I asked the user if they ever remembered setting up email in their Outlook on a new computer, they understood what was going on.
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