Receiving Automatic Matter Notifications

Overview

This tutorial will walk through the steps to enable automatic matter notifications in TrustBooks.  You receive this whenever a client hits a zero balance. 

Steps

1. Start on the Dashboard Page.

1. Click the Profile link under the Person drop down button to the right. 

3. Check the Receive Matter Notifications box to be emailed whenever a balance of a matter gets down to zero. 

Note: To stop receiving email notifications click on the uncheck the box.

4. Click the Update User Settings button to save your changes.