Objective:

• Click an email address in Clio to automatically open the New Message template in Outlook

Environment:

• Mac
• PC

Additional Information:

n/a

Procedure for PC:

1. Click the Start menu on your computer
2. Search for Default Applications
3. Change the email program to Outlook 

 

Procedure for Mac:

1. Open Finder > Applications.

2. Select Mail.

3. Select Mail > Preferences.

4. On the General tab, in Default email reader, select Microsoft Outlook

If mail is still opening in the wrong application, try these steps:

1. Right-click on a file that uses the file type you'd like to change the default for.
2. Click on Get Info in the pop-up.
3. Click Open With if the section isn't already expanded
4. Click the drop-down menu.
5. Click the app you want to use.
6. Click Change All.