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