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. On the email app’s “Default Apps” settings page, click the button below “MAILTO.” 
4. Choose 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.